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) ₹16752 Cr ₹890 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 1.65 2.21
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

Trailing Lumpsum Returns

Scheme Name Kotak Balanced Advantage Fund -Regular Plan - Growth Option Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
1 Month 1.92% 1.4%
6 Month 4.83% 3.17%
1 Year 15.23% 14.46%
3 Year 11.47% -
5 Year 12.11% -

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 12.55% 9.12%
3 Year 14.4% -
5 Year 13.5% -

Rolling Lumpsum Returns

Scheme Name Kotak Balanced Advantage Fund -Regular Plan - Growth Option Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
1 Year 12.19% 15%
3 Year 11.44% -
5 Year 11.76% -

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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