Mahindra Manulife Balanced Advantage Fund vs Kotak Balanced Advantage Fund compare

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Kotak Balanced Advantage Fund -Regular Plan - Growth Option

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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)	₹17852 Cr	₹928 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

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
1 Month	-1.69%	-0.73%
6 Month	1.19%	0.51%
1 Year	7.74%	8.27%
3 Year	11.47%	13.31%
5 Year	10.04%	-

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
6 Month	-1.67%	-1.63%
1 Year	1.18%	0.79%
3 Year	7.83%	7.93%
5 Year	9.14%	-

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
1 Year	10.82%	10.06%
3 Year	11.57%	12.49%
5 Year	11.9%	-

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	0.85%	0.77%
Beta	1.01%	1.13%
Alpha	0.68%	0.61%

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

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
Others	34.92	33.15
Large Cap	47.97	40.31
Mid Cap	11.03	17.54
Small Cap	6.08	8.99

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
Others	29.49	31.12
Communication Services	3.13	4.61
Energy	5.71	3.4
Industrials	7.95	6.04
Technology	8.36	5.88
Basic Materials	6.56	6.66
Healthcare	3.24	9.45
Financial Services	18.27	22.61
Consumer Defensive	3.37	1.36
Consumer Cyclical	9.09	5.67
Real Estate	2.55	2.01
Utilities	2.28	1.19