HSBC Balanced Advantage Fund vs Kotak Balanced Advantage Fund compare

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tortoise-icon Kotak Balanced Advantage Fund -Regular Plan - Growth Option

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tortoise-icon HSBC Balanced Advantage Fund - Regular Growth

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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 HSBC Balanced Advantage Fund - Regular Growth
Fund Kotak Balanced Advantage Fund -Regular Plan - Growth Option HSBC Balanced Advantage Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Moderately High
Asset Size (Cr) ₹16752 Cr ₹1504 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 03 Aug 2018 07 Feb 2011
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% 49%
Expense Ratio 1.65 2.11
Manager Harsha Upadhyaya Mahesh A Chhabria
ISIN Code INF174KA1186 INF917K01KY4
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 HSBC 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 HSBC Balanced Advantage Fund - Regular Growth
1 Month -1.72% -2.79%
6 Month 0.22% 0.53%
1 Year 10.84% 9.75%
3 Year 10.83% 10.77%
5 Year 11.34% 10.24%

SIP Return Analysis

Scheme Name Kotak Balanced Advantage Fund -Regular Plan - Growth Option HSBC Balanced Advantage Fund - Regular Growth
6 Month - -
1 Year 4.85% 4.07%
3 Year 12.07% 12.36%
5 Year 11.92% 11.05%

Rolling Lumpsum Returns

Scheme Name Kotak Balanced Advantage Fund -Regular Plan - Growth Option HSBC Balanced Advantage Fund - Regular Growth
1 Year 12.38% 8.61%
3 Year 11.42% 9.03%
5 Year 11.8% 9.29%

Risk Management

Scheme Name Kotak Balanced Advantage Fund -Regular Plan - Growth Option HSBC Balanced Advantage Fund - Regular Growth
Standard Deviation 5.45% 5.55%
Sharp 0.94% 0.82%
Beta 0.76% 0.73%
Alpha 2.13% 1.73%

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Fund Managers

Scheme Name Kotak Balanced Advantage Fund -Regular Plan - Growth Option HSBC Balanced Advantage Fund - Regular Growth
Name Harsha Upadhyaya Mahesh A Chhabria
Total AUM ₹139411 Cr ₹15021 Cr
Fund Manage 11 9
Kotak Balanced Advantage Fund -Regular Plan - Growth Option HSBC Balanced Advantage Fund - Regular Growth

Market Cap

Scheme Name

Kotak Balanced Advantage Fund -Regular Plan - Growth Option

HSBC Balanced Advantage Fund - Regular Growth

Others 30.7 52.08
Large Cap 40.06 33.67
Mid Cap 9.49 15.24
Small Cap 6.46 18.76

Sector Allocation

Scheme Name

Kotak Balanced Advantage Fund -Regular Plan - Growth Option

HSBC Balanced Advantage Fund - Regular Growth

Others 30.22 52.08
Cement and Cement Products 0.1 -
Telecom - Services 1.97 -
Petroleum Products 3.08 1.99
Industrial Products 1.54 4.55
IT - Software 8.36 4.97
Pharmaceuticals & Biotechnology 1.15 7.17
Construction 1.93 2.32
Banks 9.74 12.4
Diversified FMCG 2.75 -
Non - Ferrous Metals 0.39 0.09
Cement & Cement Products 0.8 -
Ferrous Metals 0.04 -
Realty 2.06 3.59
Healthcare Services 1.19 1.11
Power 1.67 3.41
Automobiles 2.94 0.76
Personal Products 0.52 0.14
Transport Services 1.31 -
Finance 1.78 4
Gas 0.79 -
Fertilizers & Agrochemicals 1.05 1.15
Consumer Durables 0.82 4.71
Electrical Equipment 0.74 1.73
Diversified Metals -0.01 -
Agricultural, Commercial & Construction Vehicles 0.2 -
Oil 0.39 -
Aerospace & Defense 0.52 0.44
Auto Components 2.97 0.79
Chemicals & Petrochemicals 0.77 0.59
Retailing 1.38 1.74
Financial Technology (Fintech) 0.71 1.72
Metals & Minerals Trading -0.01 -
Consumable Fuels 0.19 -
Capital Markets 0.09 3.27
Pharmaceuticals and Biotechnology 0.43 -
Transport Infrastructure -0.01 -
Insurance 0.93 -
Leisure Services 0.05 1.77
Beverages 0.85 1.78
Industrial Manufacturing 0.32 -
Paper, Forest & Jute Products - 0.74
Commercial Services & Supplies - 0.74

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