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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 -2.39% -2.82%
6 Month -1.7% -3.88%
1 Year 9.29% 3.6%
3 Year 10.03% 10.66%
5 Year 10.95% -

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 4.85% 0.9%
3 Year 12.07% 13.12%
5 Year 11.92% -

Rolling Lumpsum Returns

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% -

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 30.7 27.11
Large Cap 40.06 42.45
Mid Cap 9.49 19.52
Small Cap 6.46 10.92

Sector Allocation

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

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