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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) | ₹17959 Cr | ₹2324 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 | 0.52% | 0.89% |
| 6 Month | 2.69% | 3.97% |
| 1 Year | 5.87% | 5.2% |
| 3 Year | 12.36% | 11.82% |
| 5 Year | 10.71% | 9.55% |
SIP Return Analysis
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| 6 Month | 0.89% | 1.44% |
| 1 Year | 7.8% | 8.57% |
| 3 Year | 10.3% | 10.1% |
| 5 Year | 10.51% | 9.64% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| 1 Year | 10.89% | 8.58% |
| 3 Year | 11.54% | 8.79% |
| 5 Year | 11.92% | 9.27% |
Risk Management
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| Standard Deviation | 7.05% | 6.54% |
| Sharp | 0.68% | 0.61% |
| Beta | 0.99% | 0.90% |
| Alpha | 0.24% | -0.14% |
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 | 33.76 | 27.02 |
| Large Cap | 48.49 | 52.55 |
| Mid Cap | 11.38 | 11.68 |
| Small Cap | 6.36 | 8.75 |
Sector Allocation
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| Others | 29.86 | 19.64 |
| Communication Services | 3.07 | 6.61 |
| Energy | 5.6 | 3.7 |
| Industrials | 7.82 | 6 |
| Technology | 9.24 | 10.22 |
| Basic Materials | 6.29 | 4.93 |
| Healthcare | 3.36 | 5.67 |
| Financial Services | 18.76 | 26.52 |
| Consumer Defensive | 3.36 | 4.86 |
| Consumer Cyclical | 8.76 | 8.79 |
| Real Estate | 1.64 | 2.02 |
| Utilities | 2.23 | 1.04 |
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