- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+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) | ₹880 Cr | ₹1504 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 | 2.23% | 1.82% |
| 6 Month | -1.13% | -0.53% |
| 1 Year | 4.54% | 6.83% |
| 3 Year | 11.84% | 11.02% |
| 5 Year | - | 11.47% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.61% | 0.95% |
| 1 Year | 0.47% | 1.73% |
| 3 Year | 12.56% | 11.6% |
| 5 Year | - | 10.46% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 14.99% | 8.61% |
| 3 Year | 11.15% | 9.03% |
| 5 Year | - | 9.29% |
Risk Management
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 8.33% | 6.954% |
| Sharp | 0.556% | 0.453% |
| Beta | - | - |
| Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 30.59 | 34.98 |
| Large Cap | 39.78 | 35.51 |
| Small Cap | 11.9 | 17.5 |
| Mid Cap | 17.73 | 12.01 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 30.15 | 34.7 |
| Energy | 8.69 | 2.98 |
| Utilities | 2.2 | 3.73 |
| Industrials | 2.58 | 7.87 |
| Financial Services | 23.34 | 21.09 |
| Consumer Defensive | 4.38 | 2.37 |
| Consumer Cyclical | 11.74 | 7.2 |
| Communication Services | 2.18 | - |
| Basic Materials | 4.8 | 1.87 |
| Technology | 5.87 | 8.81 |
| Healthcare | 4.07 | 6.65 |
| Real Estate | - | 2.71 |
Top Comparisons
SBI Blue Chip Fund-Regular Plan Growth
3Y Returns14.46%
Invesco India Largecap Fund - Growth
3Y Returns15.73%
Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
3Y Returns16.61%
DSP Multi Asset Allocation Fund - Regular (G)
3Y Returns0%
HSBC Liquid Fund - Regular Growth
3Y Returns6.82%
Quant Liquid Fund-Growth
3Y Returns6.52%
Kotak Equity Opportunities Fund - Growth
3Y Returns17.65%
Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option
3Y Returns14.13%
