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
Chart Comparison
| 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) | ₹890 Cr | ₹1238 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 | 2.21 | 2.18 |
| 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 | 0.73% | -0.69% |
| 6 Month | 3.36% | 0.66% |
| 1 Year | 15.05% | 11.31% |
| 3 Year | - | 11.13% |
| 5 Year | - | 9.56% |
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 9.12% | 5.1% |
| 3 Year | - | 14.34% |
| 5 Year | - | 12.05% |
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 15% | 9.37% |
| 3 Year | - | 8.11% |
| 5 Year | - | 8.34% |
| 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 | 17.11 |
| Large Cap | 42.45 | 16.73 |
| Mid Cap | 19.52 | 37.81 |
| Small Cap | 10.92 | 28.37 |
| Scheme Name |
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth |
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| Others | 27.11 | 17.11 |
| Petroleum Products | 5.16 | - |
| Cement & Cement Products | 3 | - |
| Healthcare Services | 0.54 | - |
| Diversified FMCG | 4.52 | - |
| Banks | 11.74 | 6.65 |
| Leisure Services | 0.79 | 2.37 |
| Automobiles | 2.35 | 0.55 |
| IT - Software | 7.64 | 2.43 |
| Electrical Equipment | 1.62 | - |
| Pharmaceuticals & Biotechnology | 2.32 | 1.05 |
| Personal Products | 1.56 | - |
| Agricultural Food & other Products | 1.69 | - |
| Telecom - Services | 2.5 | - |
| Gas | 1.01 | - |
| Construction | 0.78 | 1.02 |
| Oil | 1.82 | - |
| Auto Components | 4.36 | 17.7 |
| Fertilizers & Agrochemicals | 2.59 | - |
| Capital Markets | 1.5 | - |
| Finance | 1.88 | 14.99 |
| Consumable Fuels | 1.4 | - |
| Power | 4.14 | - |
| Industrial Products | 0.95 | - |
| Chemicals & Petrochemicals | 0.87 | - |
| Retailing | 2.52 | 9.33 |
| Paper, Forest & Jute Products | 0.29 | - |
| Textiles & Apparels | 0.57 | - |
| Beverages | 2.22 | - |
| Industrial Manufacturing | 0.56 | - |
| IT - Services | - | 6.95 |
| Transport Infrastructure | - | 4.36 |
| Consumer Durables | - | 0.58 |
| Insurance | - | 11.99 |
| Financial Technology (Fintech) | - | 2.94 |
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