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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) | ₹912 Cr | ₹938 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 | 2.67% | 2.04% |
| 6 Month | 6.07% | 4.79% |
| 1 Year | 4.8% | 5.21% |
| 3 Year | 12.74% | 10.13% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | -0.07% | -0.32% |
| 1 Year | 4.89% | 5.55% |
| 3 Year | 9.9% | 8.28% |
| 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 | 8.49% | 8.28% |
| Sharp | 0.69% | 0.42% |
| Beta | 1.14% | 1.13% |
| Alpha | 0.12% | -2.22% |
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 | 34.09 | 35.71 |
| Large Cap | 36.42 | 45.74 |
| Small Cap | 9.33 | 3.75 |
| Mid Cap | 20.16 | 14.8 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth |
PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 31.87 | 33.87 |
| Energy | 3.65 | 5.7 |
| Utilities | 1.36 | 1.19 |
| Financial Services | 23.1 | 20.18 |
| Technology | 6.81 | 5.51 |
| Industrials | 6.44 | 9.24 |
| Consumer Defensive | 1.4 | 4.73 |
| Basic Materials | 4.49 | 2.91 |
| Consumer Cyclical | 6.21 | 8.46 |
| Healthcare | 8.61 | 5.49 |
| Communication Services | 3.98 | 2.21 |
| Real Estate | 2.08 | 0.52 |
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