- 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 ICICI Prudential Balanced Advantage Fund compare
ICICI Prudential Balanced Advantage Fund - Growth
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
Chart Comparison
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) | ₹66751 Cr | ₹912 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 | 1.44 | 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 | 1.72% | 2.67% |
| 6 Month | 6.73% | 6.07% |
| 1 Year | 9.78% | 4.8% |
| 3 Year | 13.22% | 12.74% |
| 5 Year | 14.71% | - |
SIP Return Analysis
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.49% | 1.77% |
| 1 Year | 15.19% | 9.28% |
| 3 Year | 13.86% | 11.88% |
| 5 Year | 13.18% | - |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 10.85% | 11.89% |
| 3 Year | 11.89% | 12.29% |
| 5 Year | 12.54% | - |
Risk Management
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 4.42% | 8.45% |
| Sharp | 1.26% | 0.67% |
| Beta | 0.12% | - |
| Alpha | 6.3% | - |
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 | 34.29 | 34.09 |
| Large Cap | 59.24 | 36.42 |
| Small Cap | 1.37 | 9.33 |
| Mid Cap | 5.09 | 20.16 |
Sector Allocation
| Scheme Name |
ICICI Prudential Balanced Advantage Fund - Growth |
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 28.36 | 31.87 |
| Communication Services | 3.16 | 3.98 |
| Energy | 4.24 | 3.65 |
| Technology | 6.89 | 6.81 |
| Industrials | 6.33 | 6.44 |
| Financial Services | 18.73 | 23.1 |
| Basic Materials | 4.32 | 4.49 |
| Consumer Defensive | 4.67 | 1.4 |
| Real Estate | 4.84 | 2.08 |
| Healthcare | 2.69 | 8.61 |
| Consumer Cyclical | 14.07 | 6.21 |
| Utilities | 1.71 | 1.36 |
Top Comparisons
KOTAK NIFTY AAA BOND JUN 2025 HTM INDEX FUND REGULAR PLAN GROWTH
3Y Returns0%
DSP Nifty Bank Index Fund - Regular (G)
3Y Returns0%
Franklin India Dynamic Asset Allocation Active Fund of Funds-Growth
3Y Returns13.43%
Motilal Oswal Asset Allocation FOF- C- Regular Growth
3Y Returns14.72%
ICICI Prudential Smallcap Fund - Growth
3Y Returns17.11%
Invesco India Smallcap Fund - Regular Plan - Growth
3Y Returns25.2%
ICICI Prudential Credit Risk Fund - Growth
3Y Returns8.37%
Invesco India Credit Risk Fund - Regular Plan - Growth
3Y Returns9.42%
