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) | ₹17343 Cr | ₹3161 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 | 1.68% | 1.2% |
6 Month | 3.1% | 2.83% |
1 Year | 7.5% | 7.88% |
3 Year | 14.4% | 16.32% |
5 Year | 13.59% | 13.87% |
SIP Return Analysis
Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
6 Month | 6.63% | 5.22% |
1 Year | 10.98% | 9.31% |
3 Year | 13.66% | 15.97% |
5 Year | 12.33% | 13.85% |
Rolling Lumpsum Returns
Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
1 Year | 11.85% | 8.75% |
3 Year | 11.38% | 10.38% |
5 Year | 11.87% | 9.89% |
Risk Management
Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 7.54% | 8.06% |
Sharp | 0.80% | 0.99% |
Beta | - | - |
Alpha | - | - |
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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 | 31.23 | 35.01 |
Large Cap | 52.58 | 56.8 |
Mid Cap | 10.28 | 4.89 |
Small Cap | 5.91 | 3.3 |
Sector Allocation
Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
Others | 100 | 32.9 |
Energy | - | 8.07 |
Technology | - | 7.41 |
Basic Materials | - | 3.59 |
Consumer Defensive | - | 3.22 |
Industrials | - | 6.03 |
Financial Services | - | 22.09 |
Healthcare | - | 4.75 |
Consumer Cyclical | - | 6.89 |
Communication Services | - | 2.67 |
Utilities | - | 2.05 |
Real Estate | - | 0.33 |
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