Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH vs Kotak Balanced Advantage Fund compare

Link copied to clipboard!

tortoise-icon BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH

Invest Now

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

Invest Now

Chart Comparison

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

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) ₹1308 Cr ₹16752 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 2.08 1.65
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 -2.04% -2.39%
6 Month -5.6% -1.7%
1 Year 3.84% 9.29%
3 Year - 10.03%
5 Year - 10.95%

SIP Return Analysis

Scheme Name BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH Kotak Balanced Advantage Fund -Regular Plan - Growth Option
6 Month - -
1 Year -2.12% 4.85%
3 Year - 12.07%
5 Year - 11.92%

Rolling Lumpsum Returns

Scheme Name BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH Kotak Balanced Advantage Fund -Regular Plan - Growth Option
1 Year 6.97% 12.38%
3 Year - 11.42%
5 Year - 11.8%

Risk Management

Scheme Name BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH Kotak Balanced Advantage Fund -Regular Plan - Growth Option
Standard Deviation - 5.45%
Sharp - 0.94%
Beta - 0.76%
Alpha - 2.13%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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
Fund Manage 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 21.89 30.7
Large Cap 70.85 40.06
Mid Cap 5.89 9.49
Small Cap 1.37 6.46

Sector Allocation

Scheme Name

BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH

Kotak Balanced Advantage Fund -Regular Plan - Growth Option

Others 21.89 30.22
Petroleum Products 8.34 3.08
IT - Software 10.01 8.36
Personal Products 1.4 0.52
Construction 2.59 1.93
Ferrous Metals 2.32 0.04
Consumer Durables 1.21 0.82
Diversified FMCG 4.75 2.75
Non - Ferrous Metals 1.24 0.39
Banks 17.18 9.74
Pharmaceuticals & Biotechnology 8.41 1.15
Cement & Cement Products 2.61 0.8
Automobiles 4.81 2.94
Electrical Equipment 0.22 0.74
Insurance 0.9 0.93
Agricultural Food & other Products 1.9 -
Oil 0.31 0.39
Food Products 2.05 -
Power 1.21 1.67
Finance 1.78 1.78
Telecom - Services 2.21 1.97
Healthcare Services 0.31 1.19
Beverages 1.38 0.85
Retailing 0.97 1.38
Cement and Cement Products - 0.1
Industrial Products - 1.54
Realty - 2.06
Transport Services - 1.31
Gas - 0.79
Fertilizers & Agrochemicals - 1.05
Diversified Metals - -0.01
Agricultural, Commercial & Construction Vehicles - 0.2
Aerospace & Defense - 0.52
Auto Components - 2.97
Chemicals & Petrochemicals - 0.77
Financial Technology (Fintech) - 0.71
Metals & Minerals Trading - -0.01
Consumable Fuels - 0.19
Capital Markets - 0.09
Pharmaceuticals and Biotechnology - 0.43
Transport Infrastructure - -0.01
Leisure Services - 0.05
Industrial Manufacturing - 0.32

Top Comparisons

Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan

3Y Returns7.41%

VS

PGIM India Dynamic Bond Fund - Growth Option PGIM India Dynamic Bond Fund - Growth Option

3Y Returns6.01%

Compare Now

ICICI Prudential Balanced Advantage Fund - Growth ICICI Prudential Balanced Advantage Fund - Growth

3Y Returns11.42%

VS

SBI Balanced Advantage Fund - Regular Plan - Growth SBI Balanced Advantage Fund - Regular Plan - Growth

3Y Returns12.23%

Compare Now

Franklin India Equity Advantage Fund - Growth Plan Franklin India Equity Advantage Fund - Growth Plan

3Y Returns11.63%

VS

INVESCO INDIA LARGE & MID CAP FUND - Growth INVESCO INDIA LARGE & MID CAP FUND - Growth

3Y Returns17.93%

Compare Now

BANDHAN Dynamic Bond Fund - Regular Plan B - Growth BANDHAN Dynamic Bond Fund - Regular Plan B - Growth

3Y Returns5.6%

VS

PGIM India Dynamic Bond Fund - Growth Option PGIM India Dynamic Bond Fund - Growth Option

3Y Returns6.01%

Compare Now
Add to Cart Successfully