Mahindra Manulife Balanced Advantage Fund vs Invesco India Dynamic Equity Fund compare
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
Invesco India Dynamic Equity Fund - Growth
Chart Comparison
| 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 | Moderately High |
| Asset Size (Cr) | ₹890 Cr | ₹905 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 | 2.21 | 2.16 |
| 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 | 1.4% | 2.64% |
| 6 Month | 3.17% | 6.2% |
| 1 Year | 14.46% | 16.96% |
| 3 Year | - | 13.46% |
| 5 Year | - | 12.02% |
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 9.12% | 14.62% |
| 3 Year | - | 17.42% |
| 5 Year | - | 15.02% |
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 1 Year | 15% | 11.36% |
| 3 Year | - | 10.69% |
| 5 Year | - | 10.78% |
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Standard Deviation | 8.06% | 7.47% |
| Sharp | - | 0.81% |
| Beta | - | 1.01% |
| Alpha | - | 3.44% |
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| 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 |
| Fund Manage | 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 | 27.11 | 33.34 |
| Large Cap | 42.45 | 51.99 |
| Mid Cap | 19.52 | 9.77 |
| Small Cap | 10.92 | 4.9 |
| Scheme Name |
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth |
Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Others | 27.11 | 33.34 |
| Petroleum Products | 5.16 | 4.97 |
| Cement & Cement Products | 3 | 0.71 |
| Healthcare Services | 0.54 | 2.38 |
| Diversified FMCG | 4.52 | - |
| Banks | 11.74 | 11.94 |
| Leisure Services | 0.79 | - |
| Automobiles | 2.35 | 2.42 |
| IT - Software | 7.64 | 11.39 |
| Electrical Equipment | 1.62 | 2.2 |
| Pharmaceuticals & Biotechnology | 2.32 | 5.95 |
| Personal Products | 1.56 | - |
| Agricultural Food & other Products | 1.69 | - |
| Telecom - Services | 2.5 | 1.93 |
| Gas | 1.01 | - |
| Construction | 0.78 | 6.34 |
| Oil | 1.82 | - |
| Auto Components | 4.36 | - |
| Fertilizers & Agrochemicals | 2.59 | 0.71 |
| Capital Markets | 1.5 | - |
| Finance | 1.88 | 2.4 |
| Consumable Fuels | 1.4 | - |
| Power | 4.14 | 1.77 |
| Industrial Products | 0.95 | 0.53 |
| Chemicals & Petrochemicals | 0.87 | - |
| Retailing | 2.52 | 3.46 |
| Paper, Forest & Jute Products | 0.29 | - |
| Textiles & Apparels | 0.57 | - |
| Beverages | 2.22 | 0.99 |
| Industrial Manufacturing | 0.56 | - |
| Insurance | - | 0.9 |
| Aerospace & Defense | - | 1.17 |
| Consumer Durables | - | 2.85 |
| Realty | - | 0.97 |
| Transport Services | - | 0.68 |
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