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)	₹923 Cr	₹9355 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	-1.76%	-0.8%
6 Month	8.56%	1.98%
1 Year	-0.96%	12.89%
3 Year	12.13%	11.83%
5 Year	-	12.32%

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
6 Month	1.46%	-
1 Year	5.02%	8.2%
3 Year	11.94%	14.52%
5 Year	-	13.96%

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
1 Year	12.34%	14.38%
3 Year	11.8%	11.8%
5 Year	-	12.32%

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Standard Deviation	8.37%	7.00%
Sharp	0.79%	0.82%
Beta	-	0.86%
Alpha	-	2.82%

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	31.22	41.92
Large Cap	38.51	51.08
Small Cap	10.5	7.54
Mid Cap	19.77	11.66

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Others	29.61	41.92
Energy	3.62	-
Utilities	1.37	-
Financial Services	25.46	-
Technology	5.9	-
Industrials	6.48	-
Consumer Defensive	2.16	-
Basic Materials	4.88	-
Consumer Cyclical	6.31	-
Healthcare	7.88	-
Communication Services	4.1	-
Real Estate	2.24	-
Petroleum Products	-	2.38
IT - Software	-	7.22
Cement & Cement Products	-	1.12
IT - Services	-	0.27
Construction	-	2.1
Consumer Durables	-	2.52
Diversified FMCG	-	3.49
Banks	-	15.43
Automobiles	-	2.54
Aerospace & Defense	-	0.98
Electrical Equipment	-	1.62
Pharmaceuticals & Biotechnology	-	1.85
Ferrous Metals	-	0.52
Realty	-	1.82
Transport Infrastructure	-	2.16
Personal Products	-	1.61
Industrial Products	-	0.4
Telecom - Services	-	4.13
Insurance	-	2.85
Finance	-	1.76
Transport Services	-	0.46
Retailing	-	1.61
Power	-	3.35
Financial Technology (Fintech)	-	1.09
Healthcare Services	-	0.24
Auto Components	-	1.47
Diversified	-	0.55
Other Utilities	-	0.36
Beverages	-	1.42
Textiles & Apparels	-	0.74
Food Products	-	0.52
Leisure Services	-	1.7