- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹912 Cr | ₹1556 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 | 1.24% | 0.43% |
| 6 Month | 5.44% | 4.1% |
| 1 Year | 3.87% | 3.03% |
| 3 Year | 12.37% | 11.72% |
| 5 Year | - | 9.89% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.83% | 1.11% |
| 1 Year | 9.86% | 6.53% |
| 3 Year | 11.46% | 10.1% |
| 5 Year | - | 9.93% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 11.89% | 8.33% |
| 3 Year | 12.29% | 9.3% |
| 5 Year | - | 9.9% |
Risk Management
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 8.49% | 6.63% |
| Sharp | 0.69% | 0.75% |
| Beta | 1.14% | 0.84% |
| Alpha | 0.12% | 0.73% |
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 | 34.09 | 36.32 |
| Large Cap | 36.42 | 45.15 |
| Small Cap | 9.33 | 10.26 |
| Mid Cap | 20.16 | 8.26 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 31.87 | 33.52 |
| Energy | 3.65 | 2.19 |
| Utilities | 1.36 | 3.25 |
| Financial Services | 23.1 | 23.39 |
| Technology | 6.81 | 5.22 |
| Industrials | 6.44 | 6.94 |
| Consumer Defensive | 1.4 | 7.92 |
| Basic Materials | 4.49 | 1.07 |
| Consumer Cyclical | 6.21 | 7.68 |
| Healthcare | 8.61 | 7.05 |
| Communication Services | 3.98 | - |
| Real Estate | 2.08 | 1.78 |
Top Comparisons
Nippon India Corporate Bond Fund - Growth Plan - Growth Option
3Y Returns8.07%
UTI Corporate Bond Fund - Regular Plan - Growth Option
3Y Returns7.71%
ICICI Prudential Nifty Next 50 Index Fund - Growth
3Y Returns16.91%
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
3Y Returns16.94%
Kotak Savings Fund -Growth
3Y Returns7%
Baroda BNP Paribas Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns7.3%
ICICI Prudential Corporate Bond Fund - Growth
3Y Returns7.92%
Invesco India Corporate Bond Fund - Growth
3Y Returns7.7%
