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)	₹928 Cr	₹872 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	1.29%	-3.62%
6 Month	-0.13%	-3.34%
1 Year	6.71%	-5.7%
3 Year	12.72%	7.31%
5 Year	-	5.43%

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
6 Month	0.87%	-6%
1 Year	7.07%	-1.88%
3 Year	9.73%	0.53%
5 Year	-	4.17%

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
1 Year	10.06%	7.45%
3 Year	12.49%	8.44%
5 Year	-	8.39%

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Standard Deviation	8.06%	9.95%
Sharp	0.77%	0.21%
Beta	1.13%	1.27%
Alpha	0.61%	-3.57%

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	33.15	45.55
Large Cap	40.31	23.51
Small Cap	8.99	15.02
Mid Cap	17.54	15.92

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Others	31.12	30.9
Energy	3.4	-
Utilities	1.19	-
Financial Services	22.61	6.16
Technology	5.88	16.62
Industrials	6.04	-
Consumer Defensive	1.36	-
Basic Materials	6.66	16.35
Consumer Cyclical	5.67	14.62
Healthcare	9.45	5.69
Communication Services	4.61	9.66
Real Estate	2.01	-