All comparisons
Head-to-head
Helios Balanced Advantage Fund - Direct Plan - GrowthvsMahindra Manulife Balanced Advantage Fund - Direct Plan - Growth
Side-by-side comparison of Helios Balanced Advantage Fund - Direct Plan - Growth and Mahindra Manulife Balanced Advantage Fund - Direct Plan - Growth — returns, bumpiness, category, and AUM. Winners per row are marked with . Descriptive numbers only, no recommendations.
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
hybrid
Helios Balanced Advantage Fund - Direct Plan - Growth
3Y ago—
5Y ago—
hybrid
Mahindra Manulife Balanced Advantage Fund - Direct Plan - Growth
3Y ago₹1.39 L
5Y ago—
Normalised price over time
Both funds start at ₹100 at the beginning of the range so shapes are directly comparable.
Normalized: value at the start of the selected range = ₹100
Every metric, side-by-side
marks the winner per row.
| Metric | Helios Balanced Advantage Fund … | Mahindra Manulife Balanced Adva… |
|---|---|---|
| Fund house | Helios Mutual Fund | Mahindra Manulife Mutual Fund |
| Category | Hybrid Schemes - Balanced Advantage Fund/ Dynamic Asset Allocation | Hybrid Schemes - Balanced Advantage Fund/ Dynamic Asset Allocation |
| Latest NAV | ₹11.96 | ₹16.265 |
| Assets managed (AUM) | — | — |
| 1Y return | 5.10% | 6.52% |
| 3Y CAGR | — | 11.55% |
| 5Y CAGR | — | — |
| Since inception CAGR | 7.10% | 10.96% |
| Bumpiness · 3Y (annualised σ) | 10.59 | 10.16 |
| Worst drop ever | -11.05% | -9.77% |
| Sharpe · 3Y (rf=6%) | 0.09 | 0.51 |
Explore each fund individually
Helios Balanced Advantage Fund - Direct Plan - Growth →Mahindra Manulife Balanced Advantage Fund - Direct Plan - Growth →
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