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HDFC Balanced Advantage Fund vs Kotak Balanced Advantage Fund compare
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
HDFC Balanced Advantage Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| Fund | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | HDFC Balanced Advantage Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹17537 Cr | ₹101773 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 03 Aug 2018 | 11 Sep 2000 |
| 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% | 21.38% |
| Expense Ratio | 1.66 | 1.35 |
| Manager | Harsha Upadhyaya | Anil Bamboli |
| ISIN Code | INF174KA1186 | INF179K01830 |
| 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 | HDFC Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| 1 Month | -1.4% | -1.41% |
| 6 Month | 7.08% | 7.78% |
| 1 Year | 4.73% | 2.44% |
| 3 Year | 11.32% | 18.76% |
| 5 Year | 12% | 23.02% |
SIP Return Analysis
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| 6 Month | 2% | 1.99% |
| 1 Year | 5.29% | 5.11% |
| 3 Year | 10.95% | 15.58% |
| 5 Year | 10.77% | 18.5% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| 1 Year | 11.55% | 17.49% |
| 3 Year | 11.46% | 16.2% |
| 5 Year | 12.04% | 15.09% |
Risk Management
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| Standard Deviation | 7.10% | 9.16% |
| Sharp | 0.78% | 1.34% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| Name | Harsha Upadhyaya | Anil Bamboli |
| Total AUM | ₹139411 Cr | ₹135442 Cr |
| Funds Managed | 11 | 12 |
| Kotak Balanced Advantage Fund -Regular Plan - Growth Option | HDFC Balanced Advantage Fund Regular Growth |
Market Cap
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| Others | 34.78 | 35.76 |
| Large Cap | 49.02 | 51.34 |
| Mid Cap | 10.37 | 7.11 |
| Small Cap | 5.84 | 5.79 |
Sector Allocation
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| Others | 31.98 | 33.05 |
| Communication Services | 2.91 | 3.53 |
| Energy | 5.48 | 6.92 |
| Industrials | 8.66 | 8.06 |
| Technology | 6.74 | 5.83 |
| Basic Materials | 6.56 | 2.04 |
| Healthcare | 3.69 | 4.2 |
| Financial Services | 17.72 | 21.59 |
| Consumer Defensive | 4.03 | 2.72 |
| Real Estate | 1.6 | 1.5 |
| Utilities | 2.45 | 4.21 |
| Consumer Cyclical | 8.18 | 6.36 |
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