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

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Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth

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PGIM India Balanced Advantage Fund - Regular Growth

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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	PGIM India Balanced Advantage Fund - Regular Growth
Fund	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	PGIM India Balanced Advantage Fund - Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹933 Cr	₹995 Cr
Min Investment	₹1000	₹5000
Min SIP Invesment	₹500	₹1000
Min Addl Investment	₹1000	₹1000
Launch Date	30 Dec 2021	04 Feb 2021
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 TRI
Turn Over	260%	%
Expense Ratio	2.22	2.18
Manager	Rahul Pal	Puneet Pal
ISIN Code	INF174V01BB6	INF663L01V72
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	PGIM India Balanced Advantage Fund - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	PGIM India Balanced Advantage Fund - Regular Growth
1 Month	-2.5%	-2.12%
6 Month	4.99%	5.91%
1 Year	1.05%	2.35%
3 Year	12.96%	10.13%
5 Year	-	-

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	PGIM India Balanced Advantage Fund - Regular Growth
6 Month	4.44%	4.08%
1 Year	7.54%	7.78%
3 Year	13.26%	10.73%
5 Year	-	-

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	PGIM India Balanced Advantage Fund - Regular Growth
1 Year	12.34%	8.78%
3 Year	11.8%	9.82%
5 Year	-	-

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	PGIM India Balanced Advantage Fund - Regular Growth
Standard Deviation	8.43%	8.98%
Sharp	1.00%	0.76%
Beta	-	-
Alpha	-	-

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Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	PGIM India Balanced Advantage Fund - Regular Growth
Name	Rahul Pal	Puneet Pal
Total AUM	₹3032 Cr	₹20950 Cr
Funds Managed	7	19
	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	PGIM India Balanced Advantage Fund - Regular Growth

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	PGIM India Balanced Advantage Fund - Regular Growth
Others	34.74	30.38
Large Cap	35.61	51.37
Small Cap	9.38	4.33
Mid Cap	20.27	13.93

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	PGIM India Balanced Advantage Fund - Regular Growth
Others	32.27	27.14
Energy	3.96	6.77
Utilities	1.43	1.26
Financial Services	24.3	22.7
Technology	6.23	7.16
Consumer Cyclical	6.5	7.58
Healthcare	6.63	5.45
Industrials	5.86	9.05
Basic Materials	4.79	4.57
Communication Services	4.52	3.32
Consumer Defensive	1.09	5.01
Real Estate	2.41	-