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) | ₹17339 Cr | ₹12792 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 | 1.53% | 2.1% |
6 Month | 9.68% | 9.33% |
1 Year | 2.24% | -0.2% |
3 Year | 11.16% | 11.49% |
5 Year | 11.94% | 13.98% |
SIP Return Analysis
Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.99% | 2.56% |
1 Year | 7.93% | 7.77% |
3 Year | 11.25% | 11.18% |
5 Year | 10.89% | 11.2% |
Rolling Lumpsum Returns
Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 11.55% | 9.41% |
3 Year | 11.46% | 11.57% |
5 Year | 12.04% | 11.37% |
Risk Management
Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 7.17% | 8.15% |
Sharp | 0.57% | 0.54% |
Beta | - | - |
Alpha | - | - |
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 | 34.78 | 21.88 |
Large Cap | 49.02 | 57.12 |
Mid Cap | 10.37 | 14.88 |
Small Cap | 5.84 | 6.13 |
Sector Allocation
Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
Others | 31.98 | 18.78 |
Communication Services | 2.91 | 3.12 |
Energy | 5.48 | 5.59 |
Industrials | 8.66 | 6.18 |
Technology | 6.74 | 8.14 |
Basic Materials | 6.56 | 4.38 |
Healthcare | 3.69 | 8.89 |
Financial Services | 17.72 | 25.67 |
Consumer Defensive | 4.03 | 5.64 |
Real Estate | 1.6 | 0.88 |
Utilities | 2.45 | 3.78 |
Consumer Cyclical | 8.18 | 8.95 |
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