Mahindra Manulife Balanced Advantage Fund vs HSBC Balanced Advantage Fund compare
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
HSBC Balanced Advantage Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
Fund | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | HSBC Balanced Advantage Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Moderately High |
Asset Size (Cr) | ₹933 Cr | ₹1555 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 30 Dec 2021 | 07 Feb 2011 |
Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 Hybrid Composite debt 50:50 Index | NIFTY 50 Hybrid Composite debt 50:50 Index |
Turn Over | 260% | 49% |
Expense Ratio | 2.22 | 2.11 |
Manager | Rahul Pal | Mahesh A Chhabria |
ISIN Code | INF174V01BB6 | INF917K01KY4 |
Exits Load | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | HSBC Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
1 Month | 2.17% | 1.03% |
6 Month | 7.04% | 4.36% |
1 Year | 4.3% | 4.41% |
3 Year | 15.33% | 13.29% |
5 Year | - | 11.17% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
6 Month | 6.6% | 4.29% |
1 Year | 10.03% | 6.43% |
3 Year | 13.95% | 11.97% |
5 Year | - | 10.77% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
1 Year | 13.47% | 8.49% |
3 Year | 11.13% | 9.16% |
5 Year | - | 9.69% |
Risk Management
Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
Standard Deviation | 8.43% | 6.75% |
Sharp | 1.00% | 0.96% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
Name | Rahul Pal | Mahesh A Chhabria |
Total AUM | ₹3032 Cr | ₹15021 Cr |
Funds Managed | 7 | 9 |
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | HSBC Balanced Advantage Fund - Regular Growth |
Market Cap
Scheme Name |
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth |
HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
Others | 32.61 | 34.92 |
Large Cap | 38.47 | 45.9 |
Small Cap | 10.87 | 9.74 |
Mid Cap | 18.05 | 9.45 |
Sector Allocation
Scheme Name |
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth |
HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
Others | 32.61 | 33.24 |
Energy | 2.79 | 1.86 |
Utilities | 1.34 | 3.76 |
Financial Services | 26.5 | 28.57 |
Technology | 5.32 | 6.83 |
Consumer Cyclical | 8.57 | 5.83 |
Healthcare | 5.11 | 7.6 |
Consumer Defensive | 1.17 | 4.97 |
Industrials | 7.53 | 4.12 |
Basic Materials | 4.77 | 1.19 |
Communication Services | 4.27 | - |
Real Estate | - | 2.03 |
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