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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) | ₹1338 Cr | ₹17678 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 | -2.4% | -1.32% |
| 6 Month | 5.97% | 5.86% |
| 1 Year | 0.09% | 3.89% |
| 3 Year | - | 12.36% |
| 5 Year | - | 12.37% |
SIP Return Analysis
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.14% | 3.5% |
| 1 Year | 4.88% | 7.03% |
| 3 Year | - | 12.12% |
| 5 Year | - | 11.49% |
Rolling Lumpsum Returns
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 3.96% | 11.85% |
| 3 Year | - | 11.38% |
| 5 Year | - | 11.87% |
Risk Management
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | 7.26% |
| Sharp | - | 1.02% |
| Beta | - | - |
| Alpha | - | - |
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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 | 17.95 | 32.1 |
| Large Cap | 72.11 | 50.58 |
| Small Cap | 3.81 | 5.86 |
| Mid Cap | 6.14 | 11.46 |
Sector Allocation
| Scheme Name |
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
|---|---|---|
| Others | 14.73 | 29.3 |
| Energy | 6.57 | 5.76 |
| Technology | 7.09 | 7.95 |
| Industrials | 6.88 | 9.8 |
| Basic Materials | 5.8 | 7.06 |
| Consumer Defensive | 6.59 | 3.96 |
| Financial Services | 33.4 | 16.5 |
| Healthcare | 6.09 | 3.7 |
| Consumer Cyclical | 5.13 | 8.34 |
| Communication Services | 4.34 | 3.21 |
| Real Estate | 2.37 | 1.83 |
| Utilities | 1.01 | 2.58 |
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