- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Mahindra Manulife Balanced Advantage Fund vs PGIM India Balanced Advantage Fund compare
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
PGIM India Balanced Advantage Fund - Regular Growth
Chart Comparison
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) | ₹935 Cr | ₹953 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 |
Trailing Lumpsum Returns
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Month | -1.28% | -0.83% |
| 6 Month | 2.48% | 2.37% |
| 1 Year | 2.52% | 4.86% |
| 3 Year | 12.07% | 9.73% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | 0.41% | 1.11% |
| 1 Year | 7.86% | 9.71% |
| 3 Year | 10.3% | 9.21% |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 11.89% | 8.5% |
| 3 Year | 12.29% | 9.78% |
| 5 Year | - | - |
Risk Management
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 8.50% | 8.25% |
| Sharp | 0.63% | 0.39% |
| Beta | 1.15% | 1.14% |
| Alpha | 0.07% | -1.99% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth |
PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 33.71 | 34.78 |
| Large Cap | 37.27 | 46.64 |
| Small Cap | 10.25 | 4.18 |
| Mid Cap | 18.77 | 14.4 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth |
PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 31.63 | 32.56 |
| Energy | 3.31 | 6.38 |
| Utilities | 1.23 | 1.17 |
| Financial Services | 23.94 | 21.04 |
| Technology | 4.55 | 6.01 |
| Industrials | 6.1 | 8.99 |
| Consumer Defensive | 1.41 | 4.56 |
| Basic Materials | 6.28 | 2.85 |
| Consumer Cyclical | 5.64 | 8.11 |
| Healthcare | 9.33 | 5.36 |
| Communication Services | 4.46 | 2.4 |
| Real Estate | 2.11 | 0.56 |
Top Comparisons
Nippon India Gilt Fund - Growth Plan - Growth Option
3Y Returns6.32%
PGIM India Gilt Fund - Growth
3Y Returns6.36%
ICICI Prudential MidCap Fund - Growth
3Y Returns21.99%
Aditya Birla Sun Life MidCap Fund-Growth
3Y Returns20.34%
Kotak Equity Savings Fund - Regular - Growth
3Y Returns11.38%
PGIM India Equity Savings Fund - Growth Option
3Y Returns7.08%
Nippon India Aggressive Hybrid Fund - Regular - Growth
3Y Returns14.56%
Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
3Y Returns13.36%
