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Mahindra Manulife Balanced Advantage Fund vs ICICI Prudential Balanced Advantage Fund compare

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tortoise-icon ICICI Prudential Balanced Advantage Fund - Growth

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tortoise-icon Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name ICICI Prudential Balanced Advantage Fund - Growth Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
Fund ICICI Prudential Balanced Advantage Fund - Growth Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹60347 Cr ₹880 Cr
Min Investment ₹500 ₹1000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 30 Dec 2006 30 Dec 2021
Category Dynamic Asset Allocation Dynamic Asset Allocation
Fund Type Open Ended Open Ended
Benchmark CRISIL Hybrid 50+50 Moderate Index NIFTY 50 Hybrid Composite debt 50:50 Index
Turn Over 16% 260%
Expense Ratio 1.48 2.22
Manager Sharmila D'mello Rahul Pal
ISIN Code INF109K01BH2 INF174V01BB6
Exits Load ICICI Prudential Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 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

Trailing Lumpsum Returns

Scheme Name ICICI Prudential Balanced Advantage Fund - Growth Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
1 Month 1.97% 1.63%
6 Month 5.66% 2.45%
1 Year 11.13% 7.21%
3 Year 14.11% 13.69%
5 Year 17.57% -

SIP Return Analysis

Scheme Name ICICI Prudential Balanced Advantage Fund - Growth Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
6 Month 5.51% 4.38%
1 Year 10.88% 5.45%
3 Year 14.23% 13.63%
5 Year 13.65% -

Rolling Lumpsum Returns

Scheme Name ICICI Prudential Balanced Advantage Fund - Growth Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
1 Year 11.05% 14.99%
3 Year 11.77% 11.15%
5 Year 12.39% -

Risk Management

Scheme Name ICICI Prudential Balanced Advantage Fund - Growth Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
Standard Deviation 4.42% 8.33%
Sharp 1.1% 0.556%
Beta 0.72% -
Alpha 2.73% -

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Fund Managers

Scheme Name ICICI Prudential Balanced Advantage Fund - Growth Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
Name Sharmila D'mello Rahul Pal
Total AUM ₹354743 Cr ₹3032 Cr
Funds Managed 35 7
ICICI Prudential Balanced Advantage Fund - Growth Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth

Market Cap

Scheme Name

ICICI Prudential Balanced Advantage Fund - Growth

Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth

Others 10.99 30.59
Large Cap 61.05 39.78
Mid Cap 5.31 17.73
Small Cap 1.01 11.9

Sector Allocation

Scheme Name

ICICI Prudential Balanced Advantage Fund - Growth

Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth

Others 7.76 30.15
Telecom - Services 2.49 -
Petroleum Products 3.56 -
Electrical Equipment 0.15 -
IT - Software 5.85 -
Cement & Cement Products 1.65 -
Construction 2.92 -
Ferrous Metals 0.48 -
Consumer Durables 1.13 -
Diversified FMCG 2.16 -
Non - Ferrous Metals 0.72 -
Banks 14.62 -
Realty 3.18 -
Pharmaceuticals & Biotechnology 2.66 -
Leisure Services 0.2 -
Automobiles 8.81 -
Aerospace & Defense 0.01 -
Auto Components 2.02 -
Chemicals & Petrochemicals 0.51 -
Finance 2.35 -
Insurance 2.13 -
Capital Markets 1.1 -
Retailing 4.06 -
Diversified Metals 0.17 -
Oil 0.51 -
Food Products 1.09 -
Industrial Products 1.15 -
Healthcare Services 0.32 -
Consumable Fuels 0.2 -
Fertilizers & Agrochemicals 1.1 -
Transport Services 1.25 -
Power 1.76 -
Transport Infrastructure 0.18 -
Commercial Services & Supplies 0.11 -
Energy - 8.69
Utilities - 2.2
Industrials - 2.58
Financial Services - 23.34
Consumer Defensive - 4.38
Consumer Cyclical - 11.74
Communication Services - 2.18
Basic Materials - 4.8
Technology - 5.87
Healthcare - 4.07

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