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)	₹940 Cr	₹955 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	-0.76%	-1.13%
6 Month	2.62%	5.9%
1 Year	2.32%	-6.54%
3 Year	11.68%	8.61%
5 Year	-	7.26%

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
6 Month	1.91%	2.53%
1 Year	9.75%	12.38%
3 Year	11.31%	6.02%
5 Year	-	7.25%

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
1 Year	11.89%	7.66%
3 Year	12.29%	8.43%
5 Year	-	8.45%

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Standard Deviation	8.49%	14.05%
Sharp	0.69%	0.24%
Beta	1.14%	1.31%
Alpha	0.12%	-3.31%

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	34.48	46.47
Large Cap	36.4	15.43
Small Cap	10.2	16.56
Mid Cap	18.93	21.54

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Others	32.29	30.64
Energy	2.97	-
Utilities	1.31	-
Financial Services	23.22	2.6
Technology	4.71	16.58
Industrials	6.24	0.14
Consumer Defensive	1.38	-
Basic Materials	6.47	15.4
Consumer Cyclical	5.7	25.79
Healthcare	9.36	8.84
Communication Services	4.14	-
Real Estate	2.22	-