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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Chart Comparison

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)	₹17343 Cr	₹2263 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	1.73%	1.82%
6 Month	4.22%	1.99%
1 Year	8.25%	6.78%
3 Year	14.41%	13.21%
5 Year	13.8%	11.84%

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	BANDHAN Balanced Advantage Fund Regular Plan Growth
6 Month	6.63%	5.38%
1 Year	10.98%	8.18%
3 Year	13.66%	12.05%
5 Year	12.33%	10.62%

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%

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	BANDHAN Balanced Advantage Fund Regular Plan Growth
Standard Deviation	7.54%	7.50%
Sharp	0.80%	0.66%
Beta	-	-
Alpha	-	-

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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	33.82	16.93
Large Cap	50.18	63.97
Mid Cap	10.11	8
Small Cap	5.89	11.1

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