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 | 1.09% | 1.15% |
6 Month | 6.18% | 4.25% |
1 Year | 5.76% | 4.3% |
3 Year | 13.71% | 13.3% |
5 Year | 12.93% | 10.92% |
SIP Return Analysis
Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
6 Month | 5.5% | 4.29% |
1 Year | 9.76% | 6.43% |
3 Year | 12.79% | 11.97% |
5 Year | 11.85% | 10.77% |
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
HDFC Nifty 50 Index Fund - Growth Plan
3Y Returns16.88%
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
3Y Returns19.97%
PGIM India Overnight Fund - Regular Plan- Growth Option
3Y Returns6.37%
LIC MF Overnight Fund Regular - Growth
3Y Returns6.31%
SBI Short Term Debt Fund - Regular Plan -Growth
3Y Returns7.46%
SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth
3Y Returns7.46%
Canara Robeco Liquid Fund - Regular Plan - Growth Option
3Y Returns7%
Mirae Asset Liquid Fund - Growth
3Y Returns6.96%