Mahindra Manulife Balanced Advantage Fund vs Kotak Balanced Advantage Fund compare

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tortoise-icon Kotak Balanced Advantage Fund -Regular Plan - Growth Option

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tortoise-icon 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 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

Trailing Lumpsum Returns

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% -

SIP Return Analysis

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%

Rolling Lumpsum Returns

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% -

Risk Management

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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Fund Managers

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

Market Cap

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

Sector Allocation

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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