Mahindra Manulife Balanced Advantage Fund vs Kotak Balanced Advantage Fund compare

Kotak Balanced Advantage Fund -Regular Plan - Growth Option

Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth

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)	₹16348 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	12.91%	14.57%
3 Year	30.76%	28.56%
5 Year	41.99%	28.56%

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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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	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