Mahindra Manulife Balanced Advantage Fund vs Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) compare

Link copied to clipboard!

Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth

Invest Now

Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option

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	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Fund	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	High
Asset Size (Cr)	₹933 Cr	₹913 Cr
Min Investment	₹1000	₹500
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹1000	₹500
Launch Date	30 Dec 2021	27 Sep 2016
Category	Dynamic Asset Allocation	Dynamic Asset Allocation
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 50 Hybrid Composite debt 50:50 Index	CRISIL Hybrid 50+50 Moderate TRI
Turn Over	260%	260%
Expense Ratio	2.22	2.19
Manager	Rahul Pal	Rakesh Shetty
ISIN Code	INF174V01BB6	INF247L01585
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	Motilal Oswal Balance Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
1 Month	-1.57%	-0.54%
6 Month	6%	2.83%
1 Year	2.05%	-10.6%
3 Year	13.56%	9.09%
5 Year	-	7.93%

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
6 Month	4.44%	7.05%
1 Year	7.54%	-2.94%
3 Year	13.26%	5.82%
5 Year	-	6.96%

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
1 Year	12.34%	8.45%
3 Year	11.8%	8.28%
5 Year	-	8.75%

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Standard Deviation	8.43%	14.09%
Sharp	1.00%	0.39%
Beta	-	-
Alpha	-	-

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	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Name	Rahul Pal	Rakesh Shetty
Total AUM	₹3032 Cr	₹33886 Cr
Funds Managed	7	19
	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Others	34.74	39.47
Large Cap	35.61	30.95
Small Cap	9.38	9.1
Mid Cap	20.27	20.47

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Others	32.27	18.21
Energy	3.96	-
Utilities	1.43	-
Financial Services	24.3	5.51
Technology	6.23	29.03
Consumer Cyclical	6.5	18.02
Healthcare	6.63	2.41
Industrials	5.86	5.38
Basic Materials	4.79	14.83
Communication Services	4.52	6.6
Consumer Defensive	1.09	0
Real Estate	2.41	-