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)	₹933 Cr	₹1024 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	-0.82%	-0.88%
6 Month	7.1%	4.92%
1 Year	2.61%	3.45%
3 Year	13.75%	14.1%
5 Year	-	12.77%

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	Invesco India Dynamic Equity Fund - Growth
6 Month	4.44%	3.57%
1 Year	7.54%	5.6%
3 Year	13.26%	12.97%
5 Year	-	12.31%

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	8.43%	7.47%
Sharp	1.00%	1.24%
Beta	-	1.04%
Alpha	-	1.79%

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	34.74	37.94
Large Cap	35.61	53
Small Cap	9.38	1.68
Mid Cap	20.27	7.38

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	Invesco India Dynamic Equity Fund - Growth
Others	32.27	32.34
Energy	3.96	4.95
Utilities	1.43	1.26
Financial Services	24.3	14.79
Technology	6.23	10.07
Consumer Cyclical	6.5	10.23
Healthcare	6.63	9.07
Industrials	5.86	9.34
Basic Materials	4.79	1.84
Communication Services	4.52	2.82
Consumer Defensive	1.09	2.38
Real Estate	2.41	0.91