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

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Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth

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

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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	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)	₹912 Cr	₹928 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	0.56%	-0.51%
6 Month	9.89%	18.09%
1 Year	1.81%	-10.89%
3 Year	12.99%	8.87%
5 Year	-	8.26%

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
6 Month	1.35%	4.6%
1 Year	8.52%	10.5%
3 Year	11.51%	6.71%
5 Year	-	7.53%

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
1 Year	11.89%	8.02%
3 Year	12.29%	8.33%
5 Year	-	8.58%

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Standard Deviation	8.45%	13.72%
Sharp	0.67%	0.10%
Beta	-	-
Alpha	-	-

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	34.15	23.24
Large Cap	37.65	27.7
Small Cap	9.19	19.3
Mid Cap	19.01	29.77

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Others	31.87	8.65
Energy	3.62	-
Utilities	1.3	-
Financial Services	22.4	12.82
Technology	6.75	30.48
Industrials	6.49	4.23
Consumer Defensive	1.45	-
Basic Materials	4.91	11.27
Consumer Cyclical	6.48	29.34
Healthcare	8.63	3.2
Communication Services	3.98	0
Real Estate	2.14	-