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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) | ₹16649 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 | 1.66 | 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 | 1.07% | 1.46% |
| 6 Month | 0.49% | -1.44% |
| 1 Year | 7.88% | 7.29% |
| 3 Year | 13.98% | 13.17% |
| 5 Year | 14.19% | 11.63% |
SIP Return Analysis
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | 5.29% | 4.26% |
| 1 Year | 7.97% | 5.46% |
| 3 Year | 12.56% | 12.07% |
| 5 Year | 11.72% | 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 | 7.209% | 6.954% |
| Sharp | 0.403% | 0.453% |
| Beta | - | - |
| Alpha | - | - |
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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 |
| 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 | 33.82 | 34.98 |
| Large Cap | 50.18 | 35.51 |
| Mid Cap | 10.11 | 12.01 |
| Small Cap | 5.89 | 17.5 |
Sector Allocation
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 32.99 | 34.7 |
| Communication Services | 2.42 | - |
| Energy | 4.49 | 2.98 |
| Industrials | 8.3 | 7.87 |
| Technology | 9.8 | 8.81 |
| Healthcare | 3.72 | 6.65 |
| Financial Services | 15.04 | 21.09 |
| Consumer Defensive | 4.48 | 2.37 |
| Basic Materials | 6.4 | 1.87 |
| Real Estate | 1.74 | 2.71 |
| Utilities | 2.61 | 3.73 |
| Consumer Cyclical | 8.03 | 7.2 |
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