BANDHAN Balanced Advantage Fund Regular Plan Growth vs Kotak Balanced Advantage Fund compare

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Kotak Balanced Advantage Fund -Regular Plan - Growth Option

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BANDHAN Balanced Advantage Fund Regular Plan Growth

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

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

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	BANDHAN Balanced Advantage Fund Regular Plan Growth
1 Month	0.37%	0.71%
6 Month	1.86%	2.98%
1 Year	6.59%	5.75%
3 Year	12.2%	12.02%
5 Year	10.4%	9.33%

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	BANDHAN Balanced Advantage Fund Regular Plan Growth
6 Month	2.45%	2.74%
1 Year	10.49%	10.89%
3 Year	10.64%	10.31%
5 Year	10.66%	9.72%

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	BANDHAN Balanced Advantage Fund Regular Plan Growth
1 Year	10.84%	8.57%
3 Year	11.56%	8.8%
5 Year	11.91%	9.29%

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	BANDHAN Balanced Advantage Fund Regular Plan Growth
Standard Deviation	5.45%	6.89%
Sharp	0.81%	0.75%
Beta	1.01%	0.88%
Alpha	0.71%	0.54%

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

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	BANDHAN Balanced Advantage Fund Regular Plan Growth
Others	26.07	-13.23
Large Cap	45.79	58.69
Mid Cap	9.5	12.69
Small Cap	7	8.96

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	BANDHAN Balanced Advantage Fund Regular Plan Growth
Others	25.64	-13.23
Telecom - Services	3.01	6.34
Petroleum Products	4.95	3.7
Industrial Products	0.98	0.08
IT - Software	6.63	6.84
Pharmaceuticals & Biotechnology	1.87	4.08
Cement & Cement Products	0.88	1.11
Construction	2.22	1.87
Banks	12.37	15.75
Diversified FMCG	2.22	0.9
Non - Ferrous Metals	0.23	-
Leisure Services	0.51	0.35
Realty	1.47	2.03
Healthcare Services	1.23	1.11
Power	1.56	1.04
Automobiles	3.7	4.55
Personal Products	0.53	0.18
Finance	3.34	6.83
Fertilizers & Agrochemicals	0.95	1.05
Consumer Durables	0.74	2.14
Electrical Equipment	0.84	1.31
Diversified Metals	-0.01	0.68
Oil	0.4	-
Gas	0.59	-
Aerospace & Defense	0.56	1.29
Auto Components	2.53	0.57
Chemicals & Petrochemicals	1.44	0.83
Retailing	1.36	1.73
Financial Technology (Fintech)	1.62	2.52
Metals & Minerals Trading	0	-
Consumable Fuels	0.18	-
Capital Markets	0.28	1.82
Transport Services	1.45	1.59
Transport Infrastructure	-0.01	-
Ferrous Metals	0.19	1.49
Insurance	1.07	1.87
Beverages	0.61	3.42
Industrial Manufacturing	0.23	0.06
Textiles & Apparels	-	0.43
Agricultural Food & other Products	-	0.23
Food Products	-	0.14
Entertainment	-	0.08
Minerals & Mining	-	0.12
IT - Services	-	0.21