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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) | ₹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 | 0.58% | 0.35% |
| 6 Month | 6.62% | 5.14% |
| 1 Year | 3.39% | 3.17% |
| 3 Year | 13.24% | 12.36% |
| 5 Year | - | 10.12% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.25% | 1.69% |
| 1 Year | 8.29% | 7.73% |
| 3 Year | 11.57% | 10.84% |
| 5 Year | - | 10.35% |
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 | 8.45% | 6.62% |
| Sharp | 0.67% | 0.74% |
| Beta | - | - |
| Alpha | - | - |
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 |
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