Mahindra Manulife Balanced Advantage Fund vs Kotak Balanced Advantage Fund compare
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
Invest NowMahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
Invest NowChart Comparison
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 | Very High |
Asset Size (Cr) | ₹16986 Cr | ₹776 Cr |
Min Investment | ₹100 | ₹1000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 05 Jul 2018 | 30 Dec 2021 |
Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
Fund Type | 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 | 1.65 | 2.26 |
Manager | Harsha Upadhyaya | Rahul Pal |
ISIN Code | INF174KA1186 | INF174V01BB6 |
Exits Load | Exit load for units in excess of 8% of the investment,1% will be charged for redemption within 365 days/365 | Exit load for units in excess of 10% of the investment 1% will be charged for redemption within 3 months./365 |
Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
1 Month | 1.11% | 1.43% |
6 Month | 12.82% | 10.76% |
1 Year | 22.94% | 27.87% |
3 Year | 12.21% | - |
5 Year | 13.62% | - |
Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | 9.53% | 11.07% |
3 Year | 22.25% | 24.79% |
5 Year | 38.84% | 24.79% |
Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
1 Year | 11.89% | 14.7% |
3 Year | 11.49% | - |
5 Year | 11.72% | - |
Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 5.45% | 8.06% |
Sharp | 0.94% | - |
Beta | 0.76% | - |
Alpha | 2.13% | - |
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Get Free Experts GuidanceScheme 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 | 38.48 | 27.11 |
Large Cap | 33.63 | 42.45 |
Small Cap | 1.77 | 10.92 |
Mid Cap | 6.83 | 19.52 |
Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
Others | 22.67 | 27.11 |
Consumer Staples | 3.11 | - |
Metals & Mining | 2.47 | - |
Services | 1.25 | - |
Healthcare | 1.44 | - |
Energy | 4.3 | - |
Financial | 18.22 | - |
Materials | 0.41 | - |
Automobile | 3.32 | - |
Communication | 0.49 | - |
Sovereign | 15.91 | - |
Technology | 2.34 | - |
Construction | 2.02 | 0.78 |
Chemicals | 0.83 | - |
Capital Goods | 1.46 | - |
Consumer Discretionary | 0.47 | - |
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 |
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 |
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