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) | ₹1304 Cr | ₹17343 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 | 0.57% | 0.25% |
6 Month | 6.33% | 5.18% |
1 Year | 3.06% | 6.28% |
3 Year | - | 13.6% |
5 Year | - | 13.14% |
SIP Return Analysis
Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
---|---|---|
6 Month | 7.65% | 6.4% |
1 Year | 11.02% | 11.03% |
3 Year | - | 13.22% |
5 Year | - | 12.12% |
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 | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 17.49 | 31.23 |
Large Cap | 73.32 | 52.58 |
Mid Cap | 5.94 | 10.28 |
Small Cap | 3.26 | 5.91 |
Sector Allocation
Scheme Name |
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
---|---|---|
Others | 16.31 | 29.79 |
Energy | 6.41 | 5.61 |
Technology | 6.31 | 7.84 |
Industrials | 7.25 | 9.61 |
Basic Materials | 5.93 | 6.96 |
Financial Services | 33.76 | 16.44 |
Consumer Defensive | 7.64 | 4.46 |
Healthcare | 6.15 | 3.68 |
Consumer Cyclical | 4.32 | 7.95 |
Communication Services | 3.87 | 3.02 |
Real Estate | 1.03 | 1.85 |
Utilities | 1.02 | 2.78 |
Top Comparisons
PGIM India Overnight Fund - Regular Plan- Growth Option
3Y Returns6.37%
Canara Robeco Overnight Fund - Regular Plan - Growth Option
3Y Returns6.35%
BANDHAN Bond Fund - Medium Term - Regular Plan - Growth
3Y Returns7.22%
Nippon India Medium Duration Fund - Growth Option
3Y Returns8.31%
HSBC Conservative Hybrid Fund - Regular Growth
3Y Returns10.93%
Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option
3Y Returns9.33%
WhiteOak Capital Large Cap Fund Regular Plan Growth
3Y Returns0%
Canara Robeco Large Cap Fund - Regular Plan - Growth Option
3Y Returns18.33%