Mahindra Manulife Balanced Advantage Fund vs Nippon India Balanced Advantage Fund compare

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Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth

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Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

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Chart Comparison

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

Overview

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Fund	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Average
Asset Size (Cr)	₹935 Cr	₹9749 Cr
Min Investment	₹1000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	30 Dec 2021	15 Nov 2004
Category	Dynamic Asset Allocation	Dynamic Asset Allocation
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 50 Hybrid Composite debt 50:50 Index	CRISIL Hybrid 50+50 Moderate Index
Turn Over	260%	334%
Expense Ratio	2.22	1.76
Manager	Rahul Pal	Ashutosh Bhargava
ISIN Code	INF174V01BB6	INF204K01596
Exits Load	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	Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
1 Month	1.58%	-
6 Month	1.67%	-
1 Year	5.98%	-
3 Year	13.46%	-
5 Year	-	-

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
6 Month	2.34%	-
1 Year	10.2%	-
3 Year	10.78%	-
5 Year	-	-

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
1 Year	11.89%	-
3 Year	12.29%	-
5 Year	-	-

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Standard Deviation	8.06%	6.79%
Sharp	0.73%	0.83%
Beta	1.12%	1.00%
Alpha	0.72%	0.53%

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Name	Rahul Pal	Ashutosh Bhargava
Total AUM	₹3032 Cr	₹121448 Cr
Funds Managed	7	12
	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Others	31.62	41.92
Large Cap	38.11	51.08
Small Cap	8.73	7.54
Mid Cap	21.55	11.66

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Others	31.62	41.92
Petroleum Products	2.26	2.38
Gas	0.72	-
Finance	5.24	1.76
IT - Software	3.28	7.22
Industrial Manufacturing	2.18	-
Personal Products	0.94	1.61
Ferrous Metals	3.73	0.52
Retailing	1.96	1.61
Banks	15.53	15.43
Healthcare Services	2.73	0.24
Aerospace & Defense	1.44	0.98
Industrial Products	0.59	0.4
Pharmaceuticals & Biotechnology	6.6	1.85
Realty	2.66	1.82
Automobiles	2.99	2.54
Power	0.51	3.35
Telecom - Services	4.46	4.13
Capital Markets	2.63	-
Consumer Durables	0.71	2.52
Electrical Equipment	1.09	1.62
Auto Components	0.7	1.47
Cement & Cement Products	2.56	1.12
Consumable Fuels	1.05	-
Chemicals & Petrochemicals	0.81	-
Agricultural Food & other Products	0.47	-
Insurance	0.55	2.85
IT - Services	-	0.27
Construction	-	2.1
Diversified FMCG	-	3.49
Transport Infrastructure	-	2.16
Transport Services	-	0.46
Financial Technology (Fintech)	-	1.09
Diversified	-	0.55
Other Utilities	-	0.36
Beverages	-	1.42
Textiles & Apparels	-	0.74
Food Products	-	0.52
Leisure Services	-	1.7