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Baroda BNP Paribas Balanced Advantage Fund vs Kotak Balanced Advantage Fund compare
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Fund | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹17874 Cr | ₹4697 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹250 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 03 Aug 2018 | 13 Nov 2018 |
| 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% | 173% |
| Expense Ratio | 1.66 | 1.89 |
| Manager | Harsha Upadhyaya | Miten Vora |
| ISIN Code | INF174KA1186 | INF955L01HC4 |
| 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 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 1 Month | -0.16% | -1.11% |
| 6 Month | 3.02% | 4.08% |
| 1 Year | 4.61% | 5.86% |
| 3 Year | 11.61% | 13.7% |
| 5 Year | 10.66% | 12.34% |
SIP Return Analysis
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 6 Month | 1.6% | 2.01% |
| 1 Year | 9.76% | 13.31% |
| 3 Year | 10.56% | 12.61% |
| 5 Year | 10.56% | 12.58% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 1 Year | 10.89% | 13.31% |
| 3 Year | 11.54% | 14.39% |
| 5 Year | 11.92% | 15.64% |
Risk Management
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Standard Deviation | 7.05% | 9.35% |
| Sharp | 0.68% | 0.75% |
| Beta | 0.99% | 1.30% |
| Alpha | 0.24% | 1.10% |
Fund Managers
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Name | Harsha Upadhyaya | Miten Vora |
| Total AUM | ₹139411 Cr | ₹6478 Cr |
| Funds Managed | 11 | 6 |
| Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
Market Cap
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Others | 33.76 | 30.35 |
| Large Cap | 48.49 | 42.19 |
| Mid Cap | 11.38 | 17.9 |
| Small Cap | 6.36 | 9.57 |
Sector Allocation
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Others | 29.86 | 23.66 |
| Communication Services | 3.07 | 2.92 |
| Energy | 5.6 | 4.88 |
| Industrials | 7.82 | 10.71 |
| Technology | 9.24 | 7.08 |
| Basic Materials | 6.29 | 2.84 |
| Healthcare | 3.36 | 5.82 |
| Financial Services | 18.76 | 20.85 |
| Consumer Defensive | 3.36 | 6.24 |
| Consumer Cyclical | 8.76 | 11.7 |
| Real Estate | 1.64 | 2.24 |
| Utilities | 2.23 | 1.06 |
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