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Aditya Birla Sun Life Balanced Advantage Fund vs Kotak Balanced Advantage Fund compare
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
|---|---|---|
| Fund | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Very High |
| Asset Size (Cr) | ₹7239 Cr | ₹16649 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹1000 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 23 May 2000 | 03 Aug 2018 |
| Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 50+50 Moderate TRI | NIFTY 50 Hybrid Composite debt 50:50 Index |
| Turn Over | 240% | 285.96% |
| Expense Ratio | 1.8 | 1.66 |
| Manager | Lovelish Solanki | Harsha Upadhyaya |
| ISIN Code | INF084M01AB8 | INF174KA1186 |
| Exits Load | Aditya Birla Sun Life Balanced Advantage Fund - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./365 | Kotak Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 2.93% | 2.85% |
| 6 Month | 2.57% | 1.12% |
| 1 Year | 10.84% | 9.98% |
| 3 Year | 12.79% | 11.81% |
| 5 Year | 15.46% | 14.34% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.56% | 2.11% |
| 1 Year | 5.98% | 3.39% |
| 3 Year | 13.35% | 11.94% |
| 5 Year | 12.66% | 11.48% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 11.38% | 12.38% |
| 3 Year | 11.47% | 11.42% |
| 5 Year | 11.16% | 11.8% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 6.2% | 7.209% |
| Sharp | 0.51% | 0.403% |
| Beta | 0.97% | - |
| Alpha | 1.72% | - |
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Fund Managers
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
|---|---|---|
| Name | Lovelish Solanki | Harsha Upadhyaya |
| Total AUM | ₹14756 Cr | ₹139411 Cr |
| Funds Managed | 2 | 11 |
| Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
|---|---|---|
| Others | 24.06 | 33.82 |
| Large Cap | 48.66 | 50.18 |
| Mid Cap | 15.42 | 10.11 |
| Small Cap | 4.32 | 5.89 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
|---|---|---|
| Others | 19.59 | 32.99 |
| Telecom - Services | 1.65 | - |
| Petroleum Products | 4.64 | - |
| Electrical Equipment | 1.48 | - |
| IT - Software | 6 | - |
| Cement & Cement Products | 1.57 | - |
| Personal Products | 1.83 | - |
| Construction | 1.84 | - |
| Finance | 5.05 | - |
| Retailing | 2.5 | - |
| Banks | 14.92 | - |
| Diversified FMCG | 0.94 | - |
| Pharmaceuticals & Biotechnology | 3.48 | - |
| Non - Ferrous Metals | 1.56 | - |
| Realty | 2.67 | - |
| Healthcare Services | 0.96 | - |
| Aerospace & Defense | 0.28 | - |
| Auto Components | 3.04 | - |
| Ferrous Metals | 1.38 | - |
| Automobiles | 1.59 | - |
| Industrial Products | 1.44 | - |
| Insurance | 2.47 | - |
| Consumer Durables | 1.35 | - |
| Transport Infrastructure | 1.89 | - |
| Diversified Metals | 0.66 | - |
| Oil | 0.58 | - |
| Power | 2.26 | - |
| Fertilizers & Agrochemicals | 0.53 | - |
| Leisure Services | 0.4 | - |
| Metals & Minerals Trading | 0.13 | - |
| Consumable Fuels | 0.31 | - |
| Minerals & Mining | 0.58 | - |
| Transport Services | 0.66 | - |
| Chemicals & Petrochemicals | 0.83 | - |
| Beverages | 1.4 | - |
| Communication Services | - | 2.42 |
| Energy | - | 4.49 |
| Industrials | - | 8.3 |
| Technology | - | 9.8 |
| Healthcare | - | 3.72 |
| Financial Services | - | 15.04 |
| Consumer Defensive | - | 4.48 |
| Basic Materials | - | 6.4 |
| Real Estate | - | 1.74 |
| Utilities | - | 2.61 |
| Consumer Cyclical | - | 8.03 |
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