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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) | ₹935 Cr | ₹1591 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 | -1.28% | -0.21% |
| 6 Month | 2.48% | 2.54% |
| 1 Year | 2.52% | 1.57% |
| 3 Year | 12.07% | 11.46% |
| 5 Year | - | 9.17% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | -0.46% | 0.24% |
| 1 Year | 5.25% | 5.68% |
| 3 Year | 9.87% | 9.35% |
| 5 Year | - | 9.68% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 11.89% | 8.18% |
| 3 Year | 12.29% | 9.48% |
| 5 Year | - | 9.93% |
Risk Management
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 8.50% | 6.62% |
| Sharp | 0.63% | 0.70% |
| Beta | 1.15% | 0.85% |
| Alpha | 0.07% | 0.77% |
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 | 33.71 | 35.88 |
| Large Cap | 37.27 | 46.2 |
| Small Cap | 10.25 | 9.95 |
| Mid Cap | 18.77 | 7.97 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 31.63 | 31.43 |
| Energy | 3.31 | 2.15 |
| Utilities | 1.23 | 3.16 |
| Financial Services | 23.94 | 26.84 |
| Technology | 4.55 | 5.6 |
| Industrials | 6.1 | 7.23 |
| Consumer Defensive | 1.41 | 7.21 |
| Basic Materials | 6.28 | 1.03 |
| Consumer Cyclical | 5.64 | 6.47 |
| Healthcare | 9.33 | 7.21 |
| Communication Services | 4.46 | - |
| Real Estate | 2.11 | 1.68 |
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