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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) | ₹8034 Cr | ₹17678 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 | -1.01% | -1.06% |
| 6 Month | 7.97% | 6% |
| 1 Year | 5.59% | 4.19% |
| 3 Year | 13.51% | 12.45% |
| 5 Year | 14.27% | 12.48% |
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 | 4.06% | 3.5% |
| 1 Year | 9.97% | 7.03% |
| 3 Year | 13.67% | 12.12% |
| 5 Year | 12.68% | 11.49% |
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 | 11.28% | 11.85% |
| 3 Year | 11.48% | 11.38% |
| 5 Year | 11.23% | 11.87% |
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% | 7.26% |
| Sharp | 1.24% | 1.02% |
| Beta | 1% | - |
| Alpha | 1.37% | - |
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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 | 32.28 | 32.1 |
| Large Cap | 44.2 | 50.58 |
| Mid Cap | 16.78 | 11.46 |
| Small Cap | 6.74 | 5.86 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
|---|---|---|
| Others | 24.07 | 29.3 |
| Communication Services | 1.47 | 3.21 |
| Energy | 4.86 | 5.76 |
| Industrials | 8.8 | 9.8 |
| Technology | 6.8 | 7.95 |
| Basic Materials | 8.11 | 7.06 |
| Financial Services | 22.19 | 16.5 |
| Consumer Cyclical | 7.45 | 8.34 |
| Healthcare | 5.16 | 3.7 |
| Real Estate | 2.57 | 1.83 |
| Consumer Defensive | 6.2 | 3.96 |
| Utilities | 2.31 | 2.58 |
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