Mahindra Manulife Balanced Advantage Fund vs ITI Balanced Advantage Fund Regular compare

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ITI Balanced Advantage Fund Regular - 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	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

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
1 Month	-1.3%	-0.82%
6 Month	5.53%	7.1%
1 Year	2.54%	2.61%
3 Year	11.72%	13.75%
5 Year	10.82%	-

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
6 Month	3.32%	4.44%
1 Year	5.84%	7.54%
3 Year	11.56%	13.26%
5 Year	10.66%	-

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
1 Year	11.89%	13.47%
3 Year	10.04%	11.13%
5 Year	8.23%	-

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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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

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

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