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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) | ₹17537 Cr | ₹3431 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 | -0.4% | -0.05% |
| 6 Month | 7.94% | 6.24% |
| 1 Year | 4.4% | 4.54% |
| 3 Year | 11.54% | 13.34% |
| 5 Year | 12.05% | 13.21% |
SIP Return Analysis
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2% | 1.29% |
| 1 Year | 5.29% | 3.92% |
| 3 Year | 10.95% | 13.19% |
| 5 Year | 10.77% | 12.25% |
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 | 7.10% | 7.58% |
| Sharp | 0.78% | 0.91% |
| 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 | 34.78 | 36.86 |
| Large Cap | 49.02 | 54.94 |
| Mid Cap | 10.37 | 5.37 |
| Small Cap | 5.84 | 2.84 |
Sector Allocation
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 31.98 | 32.11 |
| Communication Services | 2.91 | 2.4 |
| Energy | 5.48 | 7.26 |
| Industrials | 8.66 | 7.13 |
| Technology | 6.74 | 7.07 |
| Basic Materials | 6.56 | 3.57 |
| Healthcare | 3.69 | 5.67 |
| Financial Services | 17.72 | 22.96 |
| Consumer Defensive | 4.03 | 3.25 |
| Real Estate | 1.6 | 0.57 |
| Utilities | 2.45 | 2.56 |
| Consumer Cyclical | 8.18 | 5.44 |
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