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

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ICICI Prudential Balanced Advantage Fund - Growth

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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)	₹63787 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	1.44	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

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
1 Month	1.46%	2.15%
6 Month	4%	-0.48%
1 Year	9.22%	5.5%
3 Year	14.55%	14.72%
5 Year	16.2%	-

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
6 Month	5.58%	5.68%
1 Year	10.4%	6.38%
3 Year	13.66%	13.25%
5 Year	13.25%	-

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
1 Year	11%	13.47%
3 Year	11.81%	11.13%
5 Year	12.45%	-

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
Standard Deviation	5.43%	8.33%
Sharp	1.32%	0.556%
Beta	0.74%	-
Alpha	2.12%	-

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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

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
Others	9.86	30.59
Large Cap	60.32	39.78
Mid Cap	5.78	17.73
Small Cap	0.99	11.9

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
Others	6.01	30.15
Telecom - Services	2.41	-
Petroleum Products	3.87	-
Electrical Equipment	0.15	-
IT - Software	6.05	-
Cement & Cement Products	1.6	-
Construction	2.55	-
Consumer Durables	1.19	-
Diversified FMCG	2.08	-
Non - Ferrous Metals	0.64	-
Banks	14.37	-
Units of Real Estate Investment Trust (REITs)	3.58	-
Pharmaceuticals & Biotechnology	2.79	-
Leisure Services	0.2	-
Automobiles	8.74	-
Auto Components	2.02	-
Ferrous Metals	0.38	-
Units of Infrastructure Investment Trusts	0.27	-
Chemicals & Petrochemicals	0.53	-
Finance	2.24	-
Insurance	2.34	-
Capital Markets	1.2	-
Retailing	3.73	-
Diversified Metals	0.15	-
Realty	0.01	-
Oil	0.49	-
Food Products	1.3	-
Industrial Products	1.11	-
Healthcare Services	0.33	-
Consumable Fuels	0.18	-
Fertilizers & Agrochemicals	1.2	-
Transport Services	1.24	-
Power	1.72	-
Transport Infrastructure	0.18	-
Commercial Services & Supplies	0.1	-
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