Edelweiss Balanced Advantage Fund vs Kotak Balanced Advantage Fund compare

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Kotak Balanced Advantage Fund -Regular Plan - Growth Option

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Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

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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	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)	₹17343 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

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
1 Month	1.68%	2.28%
6 Month	3.1%	2.75%
1 Year	7.5%	4.76%
3 Year	14.4%	15.1%
5 Year	13.59%	15.47%

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
6 Month	6.63%	6.62%
1 Year	10.98%	8.9%
3 Year	13.66%	13.58%
5 Year	12.33%	12.87%

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%

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Standard Deviation	7.54%	8.56%
Sharp	0.80%	0.74%
Beta	-	-
Alpha	-	-

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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

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

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Others	100	21.16
Energy	-	5.46
Utilities	-	4.05
Technology	-	7.94
Consumer Cyclical	-	7.94
Industrials	-	4.71
Financial Services	-	26.61
Healthcare	-	7.42
Consumer Defensive	-	6.35
Basic Materials	-	4.7
Real Estate	-	0.84
Communication Services	-	2.83