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) | ₹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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