- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
MF Portfolio OverlapCheck Common Stocks Before You Invest
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹17852 Cr | ₹13376 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 | -2.21% | -2.24% |
| 6 Month | -0.43% | 1.56% |
| 1 Year | 6.6% | 7.43% |
| 3 Year | 11.08% | 12.1% |
| 5 Year | 9.74% | 10.83% |
SIP Return Analysis
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.3% | 1.1% |
| 1 Year | 6.05% | 8.37% |
| 3 Year | 9.22% | 9.77% |
| 5 Year | 9.89% | 10.43% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 10.82% | 9.12% |
| 3 Year | 11.57% | 11.75% |
| 5 Year | 11.9% | 11.53% |
Risk Management
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 5.45% | 7.27% |
| Sharp | 0.85% | 0.86% |
| Beta | 1.01% | 1.12% |
| Alpha | 0.68% | 0.9% |
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 | 34.92 | 24.63 |
| Large Cap | 47.97 | 57.38 |
| Mid Cap | 11.03 | 13.3 |
| Small Cap | 6.08 | 4.7 |
Sector Allocation
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 29.49 | 20.05 |
| Communication Services | 3.13 | 3.68 |
| Energy | 5.71 | 5.92 |
| Industrials | 7.95 | 6.19 |
| Technology | 8.36 | 8.53 |
| Basic Materials | 6.56 | 5.64 |
| Healthcare | 3.24 | 6.59 |
| Financial Services | 18.27 | 25.56 |
| Consumer Defensive | 3.37 | 4.57 |
| Consumer Cyclical | 9.09 | 11.19 |
| Real Estate | 2.55 | 0.62 |
| Utilities | 2.28 | 1.47 |
Top Comparisons
Franklin India Income Plus Arbitrage Active Fund of Funds- Growth Plan
3Y Returns13.12%
Motilal Oswal Asset Allocation FOF- C- Regular Growth
3Y Returns14.5%
SBI Multi Asset Allocation Fund - Regular Plan - Growth
3Y Returns18.46%
Tata Multi Asset Allocation Fund-Regular Plan-Growth
3Y Returns15.56%
Motilal Oswal Asset Allocation FOF- A- Regular Growth
3Y Returns17.82%
Mirae Asset Diversified Equity Allocator Passive FOF - Regular Growth
3Y Returns15.12%
ICICI Prudential Banking and PSU Debt Fund - Growth
3Y Returns7.43%
Tata Banking & PSU Debt Fund-Regular Plan-Growth
3Y Returns%
