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Mahindra Manulife Balanced Advantage Fund vs Invesco India Dynamic Equity Fund compare

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tortoise-icon Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth

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tortoise-icon Invesco India Dynamic Equity Fund - 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 Invesco India Dynamic Equity Fund - Growth
Fund Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth Invesco India Dynamic Equity Fund - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹880 Cr ₹935 Cr
Min Investment ₹1000 ₹1000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 30 Dec 2021 04 Oct 2007
Category Dynamic Asset Allocation Dynamic Asset Allocation
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 Hybrid Composite debt 50:50 Index NIFTY 50 Hybrid Composite debt 50:50 Index
Turn Over 260% 173%
Expense Ratio 2.22 2.15
Manager Rahul Pal Amit Ganatra
ISIN Code INF174V01BB6 INF205K01213
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 Invesco India Balanced Advantage Fund - Growth charges 0.25% 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 Invesco India Dynamic Equity Fund - Growth
1 Month 1.63% 2.64%
6 Month 2.45% 1.73%
1 Year 7.21% 7.36%
3 Year 13.69% 14.74%
5 Year - 14.98%

SIP Return Analysis

Scheme Name Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth Invesco India Dynamic Equity Fund - Growth
6 Month 4.38% 3.4%
1 Year 5.45% 5.27%
3 Year 13.63% 13.95%
5 Year - 12.66%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth Invesco India Dynamic Equity Fund - Growth
1 Year 14.99% 11.45%
3 Year 11.15% 10.8%
5 Year - 10.87%

Risk Management

Scheme Name Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth Invesco India Dynamic Equity Fund - Growth
Standard Deviation 8.33% 7.47%
Sharp 0.556% 0.78%
Beta - 1.04%
Alpha - 1.33%

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Fund Managers

Scheme Name Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth Invesco India Dynamic Equity Fund - Growth
Name Rahul Pal Amit Ganatra
Total AUM ₹3032 Cr ₹23585 Cr
Funds Managed 7 5
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth Invesco India Dynamic Equity Fund - Growth

Market Cap

Scheme Name

Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth

Invesco India Dynamic Equity Fund - Growth

Others 30.59 32.96
Large Cap 39.78 56.2
Small Cap 11.9 2.05
Mid Cap 17.73 8.79

Sector Allocation

Scheme Name

Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth

Invesco India Dynamic Equity Fund - Growth

Others 30.15 32.96
Energy 8.69 -
Utilities 2.2 -
Industrials 2.58 -
Financial Services 23.34 -
Consumer Defensive 4.38 -
Consumer Cyclical 11.74 -
Communication Services 2.18 -
Basic Materials 4.8 -
Technology 5.87 -
Healthcare 4.07 -
Telecom - Services - 2.59
Petroleum Products - 4.57
IT - Software - 9.2
Construction - 6.4
Healthcare Services - 2.27
Other Utilities - 0.26
Non - Ferrous Metals - 0.88
Banks - 11.51
Pharmaceuticals & Biotechnology - 7.09
Cement & Cement Products - 1.02
Power - 1.21
Automobiles - 3.89
Commercial Services & Supplies - 0.75
Finance - 2.03
Insurance - 1.89
Beverages - 1.41
Food Products - 1.06
Aerospace & Defense - 1.19
Consumer Durables - 2.35
Industrial Products - 0.17
Retailing - 3.52
Realty - 0.9
Transport Services - 0.88

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