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

Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth

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

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	Very High
Asset Size (Cr)	₹776 Cr	₹1228 Cr
Min Investment	₹1000	₹500
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹1000	₹500
Launch Date	30 Dec 2021	05 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	2.26	2.17
Manager	Rahul Pal	Rakesh Shetty
ISIN Code	INF174V01BB6	INF247L01585
Exits Load	Exit load for units in excess of 10% of the investment 1% will be charged for redemption within 3 months./365	Exit load of 1%, if redeemed within 15 days./365

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
1 Month	1.43%	5.22%
6 Month	10.76%	18.37%
1 Year	27.87%	26.2%
3 Year	-	14.06%
5 Year	-	13.31%

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
6 Month	-	-
1 Year	11.07%	7.29%
3 Year	24.79%	24.3%
5 Year	24.79%	35.58%

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
1 Year	14.57%	11.23%
3 Year	28.56%	28.35%
5 Year	28.56%	40.24%

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	-	0.62%
Beta	-	0.81%
Alpha	-	2.75%

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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
Fund Manage	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	27.11	19.11
Large Cap	42.45	17.71
Mid Cap	19.52	46.3
Small Cap	10.92	16.86

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Others	27.11	24.15
Petroleum Products	5.16	-
Cement & Cement Products	3	-
Healthcare Services	0.54	-
Diversified FMCG	4.52	-
Banks	11.74	-
Leisure Services	0.79	-
Automobiles	2.35	-
IT - Software	7.64	-
Electrical Equipment	1.62	-
Pharmaceuticals & Biotechnology	2.32	-
Personal Products	1.56	-
Agricultural Food & other Products	1.69	-
Telecom - Services	2.5	-
Gas	1.01	-
Construction	0.78	3
Oil	1.82	-
Auto Components	4.36	-
Fertilizers & Agrochemicals	2.59	-
Capital Markets	1.5	-
Finance	1.88	-
Consumable Fuels	1.4	-
Power	4.14	-
Industrial Products	0.95	-
Chemicals & Petrochemicals	0.87	-
Retailing	2.52	-
Paper, Forest & Jute Products	0.29	-
Textiles & Apparels	0.57	-
Beverages	2.22	-
Industrial Manufacturing	0.56	-
Financial	-	4.41
Sovereign	-	2.43
Technology	-	8.26
Healthcare	-	5.17
Capital Goods	-	3.36
Services	-	14.57
Consumer Staples	-	1.56
Energy	-	1.18
Automobile	-	19.24
Communication	-	3.03
Insurance	-	9.62