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

Link copied to clipboard!

Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth

Invest Now

Invesco India Dynamic Equity Fund - Growth

Invest Now

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	2.15%	1.09%
6 Month	-0.48%	-2.35%
1 Year	5.5%	6.33%
3 Year	14.72%	15.61%
5 Year	-	13.95%

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	Invesco India Dynamic Equity Fund - Growth
6 Month	5.68%	4.11%
1 Year	6.38%	4.51%
3 Year	13.25%	13.03%
5 Year	-	12.22%

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	Invesco India Dynamic Equity Fund - Growth
1 Year	13.47%	11.29%
3 Year	11.13%	10.91%
5 Year	-	10.92%

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%	0.94%
Beta	-	1.05%
Alpha	-	1.14%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

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	31.98
Large Cap	39.78	57.4
Small Cap	11.9	1.75
Mid Cap	17.73	8.87

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	Invesco India Dynamic Equity Fund - Growth
Others	30.15	31.98
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	-	2.76
Petroleum Products	-	4.92
IT - Software	-	8.8
Construction	-	5.98
Healthcare Services	-	2.31
Other Utilities	-	0.1
Non - Ferrous Metals	-	0.79
Banks	-	12.12
Pharmaceuticals & Biotechnology	-	7.23
Cement & Cement Products	-	1.04
Power	-	1.18
Automobiles	-	4.01
Commercial Services & Supplies	-	0.71
Finance	-	1.96
Insurance	-	2.01
Beverages	-	1.33
Food Products	-	1.27
Aerospace & Defense	-	1.21
Consumer Durables	-	2.66
Retailing	-	3.86
Realty	-	0.89
Transport Services	-	0.88