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) | ₹16649 Cr | ₹2193 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 | 1.07% | 1.36% |
6 Month | 0.49% | -0.46% |
1 Year | 7.88% | 6.38% |
3 Year | 13.98% | 13.19% |
5 Year | 14.19% | 12.2% |
SIP Return Analysis
Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | BANDHAN Balanced Advantage Fund Regular Plan Growth |
---|---|---|
6 Month | 5.29% | 4.35% |
1 Year | 7.97% | 6.11% |
3 Year | 12.56% | 11.3% |
5 Year | 11.72% | 10.19% |
Rolling Lumpsum Returns
Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | BANDHAN Balanced Advantage Fund Regular Plan Growth |
---|---|---|
1 Year | 11.85% | 8.94% |
3 Year | 11.38% | 8.56% |
5 Year | 11.87% | 9.08% |
Risk Management
Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | BANDHAN Balanced Advantage Fund Regular Plan Growth |
---|---|---|
Standard Deviation | 7.209% | 7.606% |
Sharp | 0.403% | 0.199% |
Beta | - | - |
Alpha | - | - |
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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 | 33.82 | 16.93 |
Large Cap | 50.18 | 63.97 |
Mid Cap | 10.11 | 8 |
Small Cap | 5.89 | 11.1 |
Sector Allocation
Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
---|---|---|
Others | 32.99 | 16.17 |
Communication Services | 2.42 | 4.98 |
Energy | 4.49 | 3.15 |
Industrials | 8.3 | 4.74 |
Technology | 9.8 | 12.95 |
Healthcare | 3.72 | 7.43 |
Financial Services | 15.04 | 25.51 |
Consumer Defensive | 4.48 | 6.86 |
Basic Materials | 6.4 | 6.1 |
Real Estate | 1.74 | 1.46 |
Utilities | 2.61 | 1.15 |
Consumer Cyclical | 8.03 | 9.51 |
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