Edelweiss Balanced Advantage Fund vs Kotak Balanced Advantage Fund compare
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹17678 Cr | ₹12696 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 03 Aug 2018 | 20 Aug 2009 |
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% | 81% |
Expense Ratio | 1.66 | 1.69 |
Manager | Harsha Upadhyaya | Rahul Dedhia |
ISIN Code | INF174KA1186 | INF754K01285 |
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 | Edelweiss Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 0.25% | -0.31% |
6 Month | 5.18% | 4.45% |
1 Year | 6.28% | 2.55% |
3 Year | 13.6% | 13.98% |
5 Year | 13.14% | 14.83% |
SIP Return Analysis
Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 5.5% | 4.78% |
1 Year | 9.76% | 6.54% |
3 Year | 12.79% | 12.14% |
5 Year | 11.85% | 11.97% |
Rolling Lumpsum Returns
Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 11.85% | 9.54% |
3 Year | 11.38% | 11.43% |
5 Year | 11.87% | 11.32% |
Risk Management
Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 7.26% | 8.31% |
Sharp | 1.02% | 0.96% |
Beta | - | - |
Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
Name | Harsha Upadhyaya | Rahul Dedhia |
Total AUM | ₹139411 Cr | ₹31988 Cr |
Funds Managed | 11 | 10 |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
Others | 31.23 | 21.4 |
Large Cap | 52.58 | 57.72 |
Mid Cap | 10.28 | 14.08 |
Small Cap | 5.91 | 6.81 |
Sector Allocation
Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
Others | 29.79 | 21.16 |
Communication Services | 3.02 | 2.83 |
Energy | 5.61 | 5.46 |
Industrials | 9.61 | 4.71 |
Technology | 7.84 | 7.94 |
Basic Materials | 6.96 | 4.7 |
Healthcare | 3.68 | 7.42 |
Financial Services | 16.44 | 26.61 |
Consumer Defensive | 4.46 | 6.35 |
Real Estate | 1.85 | 0.84 |
Utilities | 2.78 | 4.05 |
Consumer Cyclical | 7.95 | 7.94 |
Top Comparisons
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
3Y Returns20.15%
LIC MF Flexi Cap Fund-Growth
3Y Returns17.07%
Franklin India ELSS Tax Saver Fund-Growth
3Y Returns22.53%
Axis ELSS Tax Saver Fund - Regular Plan - Growth
3Y Returns16.16%
Tata Short Term Bond Fund -Regular Plan- Growth Option
3Y Returns7.06%
Axis Short Duration Fund - Regular Plan - Growth Option
3Y Returns7.64%
Tata Money Market Fund-Regular Plan - Growth Option
3Y Returns7.48%
UTI MMF - Regular Plan - Growth Option
3Y Returns7.52%