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Axis Balanced Advantage Fund vs Kotak Balanced Advantage Fund compare
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
Axis Balanced Advantage Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹17339 Cr | ₹3489 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 03 Aug 2018 | 01 Aug 2017 |
| 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% | 24% |
| Expense Ratio | 1.66 | 2 |
| Manager | Harsha Upadhyaya | Hardik Shah |
| ISIN Code | INF174KA1186 | INF846K01A52 |
| 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 | Axis 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 | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 2.04% | 1.78% |
| 6 Month | 10.48% | 7.8% |
| 1 Year | 3.11% | 2.27% |
| 3 Year | 12.05% | 13.92% |
| 5 Year | 11.95% | 13.26% |
SIP Return Analysis
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.99% | 1.77% |
| 1 Year | 7.93% | 6.76% |
| 3 Year | 11.25% | 13.5% |
| 5 Year | 10.89% | 12.39% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.55% | 8.63% |
| 3 Year | 11.46% | 10.55% |
| 5 Year | 12.04% | 10.25% |
Risk Management
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 7.17% | 7.64% |
| Sharp | 0.57% | 0.76% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Name | Harsha Upadhyaya | Hardik Shah |
| Total AUM | ₹139411 Cr | ₹0 Cr |
| Funds Managed | 11 | 12 |
| Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 35.58 | 36.15 |
| Large Cap | 48.68 | 55.89 |
| Mid Cap | 9.82 | 5.43 |
| Small Cap | 5.92 | 2.53 |
Sector Allocation
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 32.77 | 30.96 |
| Communication Services | 2.87 | 2.21 |
| Energy | 5.37 | 6.94 |
| Industrials | 7.99 | 7.49 |
| Technology | 6.94 | 8.11 |
| Basic Materials | 6.27 | 3.62 |
| Healthcare | 3.67 | 5.4 |
| Financial Services | 17.34 | 21.75 |
| Consumer Defensive | 4.18 | 4.16 |
| Real Estate | 1.56 | 1.05 |
| Utilities | 2.37 | 2.51 |
| Consumer Cyclical | 8.69 | 5.81 |
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