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

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Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth

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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

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%

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%

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%

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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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

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

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