Mahindra Manulife Balanced Advantage Fund vs Kotak Balanced Advantage Fund compare

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Kotak Balanced Advantage Fund -Regular Plan - Growth Option

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Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
Fund	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High Risk	Very High Risk
Asset Size (Cr)	₹16649 Cr	₹880 Cr
Min Investment	₹100	₹1000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	03 Aug 2018	30 Dec 2021
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	285.96%	260%
Expense Ratio	1.66	2.22
Manager	Harsha Upadhyaya	Rahul Pal
ISIN Code	INF174KA1186	INF174V01BB6
Exits Load	Kotak Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	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

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
1 Month	-2%	-2.45%
6 Month	-3.9%	-6.3%
1 Year	7.4%	2.55%
3 Year	9.87%	10.71%
5 Year	10.72%	-

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
6 Month	-	-
1 Year	-0.97%	-4.69%
3 Year	10%	10.83%
5 Year	10.88%	-

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
1 Year	12.38%	14.99%
3 Year	11.42%	11.15%
5 Year	11.8%	-

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
Standard Deviation	6.467%	8.33%
Sharp	0.654%	0.556%
Beta	-	-
Alpha	-	-

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Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
Name	Harsha Upadhyaya	Rahul Pal
Total AUM	₹139411 Cr	₹3032 Cr
Fund Manage	11	7
	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
Others	30.7	27.11
Large Cap	40.06	42.45
Mid Cap	9.49	19.52
Small Cap	6.46	10.92

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
Others	30.22	27.11
Cement and Cement Products	0.1	-
Telecom - Services	1.97	2.5
Petroleum Products	3.08	5.16
Industrial Products	1.54	0.95
IT - Software	8.36	7.64
Pharmaceuticals & Biotechnology	1.15	2.32
Construction	1.93	0.78
Banks	9.74	11.74
Diversified FMCG	2.75	4.52
Non - Ferrous Metals	0.39	-
Cement & Cement Products	0.8	3
Ferrous Metals	0.04	-
Realty	2.06	-
Healthcare Services	1.19	0.54
Power	1.67	4.14
Automobiles	2.94	2.35
Personal Products	0.52	1.56
Transport Services	1.31	-
Finance	1.78	1.88
Gas	0.79	1.01
Fertilizers & Agrochemicals	1.05	2.59
Consumer Durables	0.82	-
Electrical Equipment	0.74	1.62
Diversified Metals	-0.01	-
Agricultural, Commercial & Construction Vehicles	0.2	-
Oil	0.39	1.82
Aerospace & Defense	0.52	-
Auto Components	2.97	4.36
Chemicals & Petrochemicals	0.77	0.87
Retailing	1.38	2.52
Financial Technology (Fintech)	0.71	-
Metals & Minerals Trading	-0.01	-
Consumable Fuels	0.19	1.4
Capital Markets	0.09	1.5
Pharmaceuticals and Biotechnology	0.43	-
Transport Infrastructure	-0.01	-
Insurance	0.93	-
Leisure Services	0.05	0.79
Beverages	0.85	2.22
Industrial Manufacturing	0.32	0.56
Agricultural Food & other Products	-	1.69
Paper, Forest & Jute Products	-	0.29
Textiles & Apparels	-	0.57