Aditya Birla Sun Life Balanced Advantage Fund vs Kotak Balanced Advantage Fund compare

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tortoise-icon Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

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tortoise-icon Kotak Balanced Advantage Fund -Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 Very High Very High
Asset Size (Cr) ₹6979 Cr ₹15225 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹1000 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 25 Apr 2000 05 Jul 2018
Category Dynamic Asset Allocation Dynamic Asset Allocation
Fund Type Open Ended
Benchmark CRISIL Hybrid 50+50 Moderate TRI NIFTY 50 Hybrid Composite debt 50:50 Index
Turn Over 240% 285.96%
Expense Ratio 1.77 1.66
Manager Lovelish Solanki Harsha Upadhyaya
ISIN Code INF084M01AB8 INF174KA1186
Exits Load 0.25% for redemption within 7 days./365 For units in excess of 8% of the investment,1% will be charged for redemption within 365 days/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 2.69% 3.2%
6 Month 13.49% 13.38%
1 Year 22.44% 21.09%
3 Year 12.23% 12.33%
5 Year 13.49% 13.12%

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 - -
1 Year 10.37% 9.53%
3 Year 23.8% 22.25%
5 Year 42.23% 38.84%

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 13.79% 12.91%
3 Year 32.93% 30.76%
5 Year 45.24% 41.99%

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% 5.45%
Sharp 0.76% 0.79%
Beta 0.81% 0.74%
Alpha 2.3% 2.14%

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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
Fund Manage 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 23.54 38.48
Large Cap 47.16 33.63
Mid Cap 7.19 6.83
Small Cap 3.17 1.77

Sector Allocation

Scheme Name

Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

Kotak Balanced Advantage Fund -Regular Plan - Growth Option

Others 18.04 22.67
Financial 19.29 18.22
Energy 6.43 4.3
Sovereign 6.39 15.91
Technology 4.01 2.34
Construction 2.06 2.02
Consumer Staples 5.1 3.11
Automobile 4.27 3.32
Communication 4.11 0.49
Healthcare 2.88 1.44
Metals & Mining 1.68 2.47
Materials 2.42 0.41
Consumer Discretionary 1.45 0.47
Capital Goods 1.95 1.46
Diversified 0.45 -
Services 0.28 1.25
Chemicals 0.25 0.83

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