- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
BANDHAN Balanced Advantage Fund Regular Plan Growth vs Kotak Balanced Advantage Fund compare
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
BANDHAN Balanced Advantage Fund Regular Plan Growth
Chart Comparison
Overview
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| Fund | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | BANDHAN Balanced Advantage Fund Regular Plan Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹17678 Cr | ₹2302 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 03 Aug 2018 | 10 Oct 2014 |
| 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 | 2.04 |
| Manager | Harsha Upadhyaya | Ritika Behera |
| ISIN Code | INF174KA1186 | INF194KA1UE8 |
| 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 | Bandhan Balanced Advantage Fund - Regular Plan - 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 | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| 1 Month | -1.4% | -0.92% |
| 6 Month | 7.08% | 6.45% |
| 1 Year | 4.73% | 3.87% |
| 3 Year | 11.32% | 10% |
| 5 Year | 12% | 10.45% |
SIP Return Analysis
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| 6 Month | 2.46% | 2.48% |
| 1 Year | 4.33% | 3.81% |
| 3 Year | 10.63% | 9.78% |
| 5 Year | 10.57% | 9.3% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| 1 Year | 11.55% | 8.84% |
| 3 Year | 11.46% | 8.65% |
| 5 Year | 12.04% | 9.15% |
Risk Management
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| Standard Deviation | 7.10% | 6.56% |
| Sharp | 0.78% | 0.64% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| Name | Harsha Upadhyaya | Ritika Behera |
| Total AUM | ₹139411 Cr | ₹43013 Cr |
| Funds Managed | 11 | 19 |
| Kotak Balanced Advantage Fund -Regular Plan - Growth Option | BANDHAN Balanced Advantage Fund Regular Plan Growth |
Market Cap
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| Others | 34.78 | 25.96 |
| Large Cap | 49.02 | 55.46 |
| Mid Cap | 10.37 | 9.19 |
| Small Cap | 5.84 | 9.39 |
Sector Allocation
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| Others | 31.98 | 19.96 |
| Communication Services | 2.91 | 5.14 |
| Energy | 5.48 | 3.3 |
| Industrials | 8.66 | 6.28 |
| Technology | 6.74 | 12.17 |
| Basic Materials | 6.56 | 3.73 |
| Healthcare | 3.69 | 7.48 |
| Financial Services | 17.72 | 23.35 |
| Consumer Defensive | 4.03 | 7.59 |
| Real Estate | 1.6 | 1.28 |
| Utilities | 2.45 | 1.7 |
| Consumer Cyclical | 8.18 | 8.04 |
Top Comparisons
UTI Aggressive Hybrid Fund- Regular Plan - Growth
3Y Returns15.89%
HSBC Aggressive Hybrid Fund - Regular Growth
3Y Returns15.22%
ICICI Prudential Dividend Yield Equity Fund Growth Option
3Y Returns22.9%
Tata Dividend Yield Fund-Regular Plan-Growth
3Y Returns16.17%
ICICI Prudential Income Plus Arbitrage Active FOF - Growth
3Y Returns11.7%
ICICI Prudential Income Plus Arbitrage Active FOF - Growth
3Y Returns11.7%
Templeton India Value Fund - Growth Plan
3Y Returns17.94%
Canara Robeco Value Fund - Regular Plan - Growth Option
3Y Returns17.81%
