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BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH vs Kotak Balanced Advantage Fund compare
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
|---|---|---|
| Fund | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Very High |
| Asset Size (Cr) | ₹1286 Cr | ₹17475 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 08 Dec 2023 | 03 Aug 2018 |
| 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% |
| Expense Ratio | 2.09 | 1.66 |
| Manager | Siddharth Chaudhary | Harsha Upadhyaya |
| ISIN Code | INF0QA701680 | INF174KA1186 |
| Exits Load | Bajaj Finserv Balanced Advantage - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 180 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 | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 2.21% | 0.64% |
| 6 Month | 5.44% | 3.94% |
| 1 Year | 4.52% | 5.26% |
| 3 Year | - | 11.72% |
| 5 Year | - | 11.59% |
SIP Return Analysis
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.55% | 1.34% |
| 1 Year | 11.29% | 8.63% |
| 3 Year | - | 10.65% |
| 5 Year | - | 10.58% |
Rolling Lumpsum Returns
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 2.84% | 11.32% |
| 3 Year | - | 11.45% |
| 5 Year | - | 12.01% |
Risk Management
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | 7.06% |
| Sharp | - | 0.72% |
| Beta | - | 0.98% |
| Alpha | - | 0.07% |
Fund Managers
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
|---|---|---|
| Name | Siddharth Chaudhary | Harsha Upadhyaya |
| Total AUM | ₹7136 Cr | ₹139411 Cr |
| Funds Managed | 8 | 11 |
| BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
Market Cap
| Scheme Name |
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
|---|---|---|
| Others | 22.81 | 35.3 |
| Large Cap | 67.05 | 48.26 |
| Small Cap | 2.21 | 6.62 |
| Mid Cap | 7.93 | 9.82 |
Sector Allocation
| Scheme Name |
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
|---|---|---|
| Others | 19.74 | 32.34 |
| Energy | 2.42 | 5.46 |
| Technology | 8.22 | 6.46 |
| Consumer Cyclical | 7.55 | 8.85 |
| Industrials | 8.08 | 8.01 |
| Basic Materials | 6.78 | 6.39 |
| Consumer Defensive | 7.85 | 3.59 |
| Financial Services | 24.33 | 18.35 |
| Healthcare | 10.79 | 3.63 |
| Communication Services | 2.02 | 2.84 |
| Utilities | 0 | 2.52 |
| Real Estate | 2.23 | 1.57 |
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