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Mahindra Manulife Balanced Advantage Fund vs ITI Balanced Advantage Fund Regular compare
ITI Balanced Advantage Fund Regular - Growth
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Fund | ITI Balanced Advantage Fund Regular - Growth | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹408 Cr | ₹933 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 30 Dec 2019 | 30 Dec 2021 |
| 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% |
| Expense Ratio | 2.37 | 2.22 |
| Manager | Vikrant Mehta | Rahul Pal |
| ISIN Code | INF00XX01655 | INF174V01BB6 |
| Exits Load | ITI Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 90 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 | ITI Balanced Advantage Fund Regular - Growth | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -2.41% | -2.5% |
| 6 Month | 3.61% | 4.99% |
| 1 Year | 0.94% | 1.05% |
| 3 Year | 11.11% | 12.96% |
| 5 Year | 10.5% | - |
SIP Return Analysis
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.07% | 3.23% |
| 1 Year | 2.66% | 4.26% |
| 3 Year | 10.09% | 11.78% |
| 5 Year | 9.74% | - |
Rolling Lumpsum Returns
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.21% | 12.34% |
| 3 Year | 10.25% | 11.8% |
| 5 Year | 10.85% | - |
Risk Management
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 7.23% | 8.43% |
| Sharp | 0.86% | 1.00% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Name | Vikrant Mehta | Rahul Pal |
| Total AUM | ₹698 Cr | ₹3032 Cr |
| Funds Managed | 8 | 7 |
| ITI Balanced Advantage Fund Regular - Growth | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 37.93 | 34.74 |
| Large Cap | 47.57 | 35.61 |
| Small Cap | 8.76 | 9.38 |
| Mid Cap | 5.73 | 20.27 |
Sector Allocation
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 32.92 | 32.27 |
| Energy | 6.46 | 3.96 |
| Industrials | 2.64 | 5.86 |
| Technology | 11.02 | 6.23 |
| Consumer Cyclical | 9.37 | 6.5 |
| Financial Services | 23.8 | 24.3 |
| Healthcare | 3.11 | 6.63 |
| Consumer Defensive | 1.39 | 1.09 |
| Utilities | 2.24 | 1.43 |
| Basic Materials | 3.68 | 4.79 |
| Communication Services | 3.37 | 4.52 |
| Real Estate | - | 2.41 |
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