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Mahindra Manulife Balanced Advantage Fund vs Invesco India Dynamic Equity Fund compare
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
Invesco India Dynamic Equity Fund - Growth
Chart Comparison
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 | 2.23% | 2.2% |
| 6 Month | -1.13% | -0.67% |
| 1 Year | 4.54% | 7.29% |
| 3 Year | 11.84% | 13.01% |
| 5 Year | - | 13.8% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 6 Month | 1.61% | 0.31% |
| 1 Year | 0.47% | -0.05% |
| 3 Year | 12.56% | 12.71% |
| 5 Year | - | 12.04% |
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% | 0.5% |
| Beta | - | 1.04% |
| Alpha | - | 1.87% |
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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 | 38.08 |
| Large Cap | 39.78 | 51.65 |
| Small Cap | 11.9 | 2.02 |
| Mid Cap | 17.73 | 8.26 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth |
Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Others | 30.15 | 35.78 |
| Energy | 8.69 | 4.41 |
| Utilities | 2.2 | 1.31 |
| Industrials | 2.58 | 8.83 |
| Financial Services | 23.34 | 15.2 |
| Consumer Defensive | 4.38 | 1.99 |
| Consumer Cyclical | 11.74 | 8.67 |
| Communication Services | 2.18 | 2.29 |
| Basic Materials | 4.8 | 1.67 |
| Technology | 5.87 | 10.19 |
| Healthcare | 4.07 | 8.82 |
| Real Estate | - | 0.84 |
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