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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) | ₹17874 Cr | ₹1591 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 | 0.02% | 0.1% |
| 6 Month | 2.85% | 2.2% |
| 1 Year | 3.36% | 0.73% |
| 3 Year | 11.54% | 11.38% |
| 5 Year | 10.78% | 9.3% |
SIP Return Analysis
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.6% | 0.75% |
| 1 Year | 9.76% | 7.14% |
| 3 Year | 10.56% | 9.58% |
| 5 Year | 10.56% | 9.71% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 10.94% | 8.21% |
| 3 Year | 11.54% | 9.47% |
| 5 Year | 11.93% | 9.95% |
Risk Management
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 7.05% | 6.62% |
| Sharp | 0.68% | 0.70% |
| Beta | 0.99% | 0.85% |
| Alpha | 0.24% | 0.77% |
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 | 34.42 | 36.06 |
| Large Cap | 48.86 | 45.68 |
| Mid Cap | 10.13 | 8.24 |
| Small Cap | 6.59 | 10.02 |
Sector Allocation
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 31.08 | 31.53 |
| Communication Services | 3.04 | - |
| Energy | 5.75 | 2.34 |
| Industrials | 8.09 | 7.35 |
| Technology | 6.76 | 5.92 |
| Basic Materials | 6.3 | 1.08 |
| Healthcare | 3.65 | 7.61 |
| Financial Services | 18.97 | 23.94 |
| Consumer Defensive | 3.61 | 7.74 |
| Consumer Cyclical | 8.69 | 7.44 |
| Real Estate | 1.68 | 1.76 |
| Utilities | 2.38 | 3.28 |
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