- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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
Chart Comparison
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) | ₹16649 Cr | ₹880 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 | 1.66 | 2.22 |
| 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 | 1.3% | 1.6% |
| 6 Month | 3.33% | 2.23% |
| 1 Year | 7.99% | 5.14% |
| 3 Year | 14.78% | 15.72% |
| 5 Year | 13.88% | - |
SIP Return Analysis
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 4.95% | 4.52% |
| 1 Year | 8.5% | 5.91% |
| 3 Year | 12.96% | 13.35% |
| 5 Year | 11.95% | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.85% | 13.47% |
| 3 Year | 11.38% | 11.13% |
| 5 Year | 11.87% | - |
Risk Management
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 7.209% | 8.33% |
| Sharp | 0.403% | 0.556% |
| Beta | - | - |
| Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
| Funds Managed | 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 | 33.82 | 30.59 |
| Large Cap | 50.18 | 39.78 |
| Mid Cap | 10.11 | 17.73 |
| Small Cap | 5.89 | 11.9 |
Sector Allocation
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 32.99 | 30.15 |
| Communication Services | 2.42 | 2.18 |
| Energy | 4.49 | 8.69 |
| Industrials | 8.3 | 2.58 |
| Technology | 9.8 | 5.87 |
| Healthcare | 3.72 | 4.07 |
| Financial Services | 15.04 | 23.34 |
| Consumer Defensive | 4.48 | 4.38 |
| Basic Materials | 6.4 | 4.8 |
| Real Estate | 1.74 | - |
| Utilities | 2.61 | 2.2 |
| Consumer Cyclical | 8.03 | 11.74 |
Top Comparisons
Invesco India Dynamic Equity Fund - Growth
3Y Returns16.8%
PGIM India Balanced Advantage Fund - Regular Growth
3Y Returns14.15%
ICICI Prudential Global Advantage Fund (FOF) - Growth Option
3Y Returns11.83%
Tata Nifty India Digital ETF Fund of Fund -Regular Plan-Growth
3Y Returns21.67%
HDFC Equity Savings Fund - GROWTH PLAN
3Y Returns12.35%
HSBC Equity Savings Fund - Regular Growth
3Y Returns13.65%
HDFC Short Term Debt Fund - Growth Option
3Y Returns7.88%
HSBC Short Duration Fund - Regular Growth
3Y Returns7.32%
