HSBC Balanced Advantage Fund vs Kotak Balanced Advantage Fund compare
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
HSBC Balanced Advantage Fund - Regular Growth
Chart Comparison
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) | ₹17678 Cr | ₹1555 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 | 1.66 | 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 | -1.32% | 0.17% |
6 Month | 5.86% | 5.5% |
1 Year | 3.89% | 3.01% |
3 Year | 12.36% | 12.37% |
5 Year | 12.37% | 10.57% |
SIP Return Analysis
Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
6 Month | 3.5% | 3.59% |
1 Year | 7.03% | 6.29% |
3 Year | 12.12% | 11.9% |
5 Year | 11.49% | 10.78% |
Rolling Lumpsum Returns
Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
1 Year | 11.85% | 8.49% |
3 Year | 11.38% | 9.16% |
5 Year | 11.87% | 9.69% |
Risk Management
Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
Standard Deviation | 7.26% | 6.75% |
Sharp | 1.02% | 0.96% |
Beta | - | - |
Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Funds Managed | 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 | 32.1 | 34.11 |
Large Cap | 50.58 | 48.59 |
Mid Cap | 11.46 | 7.69 |
Small Cap | 5.86 | 9.61 |
Sector Allocation
Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
Others | 29.3 | 32.29 |
Communication Services | 3.21 | - |
Energy | 5.76 | 1.93 |
Industrials | 9.8 | 4.76 |
Technology | 7.95 | 6.41 |
Basic Materials | 7.06 | 1.27 |
Healthcare | 3.7 | 7.85 |
Financial Services | 16.5 | 27.06 |
Consumer Defensive | 3.96 | 6.81 |
Real Estate | 1.83 | 2.09 |
Utilities | 2.58 | 3.78 |
Consumer Cyclical | 8.34 | 5.76 |
Top Comparisons
Kotak ELSS Tax Saver Fund-Scheme-Growth
3Y Returns17.37%
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
3Y Returns27.22%
HDFC Nifty 50 Index Fund - Growth Plan
3Y Returns13.91%
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
3Y Returns23.9%
Invesco India Arbitrage Fund - Growth Option
3Y Returns7.16%
Tata Arbitrage Fund-Regular Plan-Growth
3Y Returns6.92%
WhiteOak Capital Multi Asset Allocation Fund-Reg (G)
3Y Returns0%
Mirae Asset Multi Asset Allocation Fund-Reg (G)
3Y Returns0%