- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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 | 2.85% | 1.82% |
| 6 Month | 1.12% | -0.53% |
| 1 Year | 9.98% | 6.83% |
| 3 Year | 11.81% | 11.02% |
| 5 Year | 14.34% | 11.47% |
SIP Return Analysis
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.11% | 0.95% |
| 1 Year | 3.39% | 1.73% |
| 3 Year | 11.94% | 11.6% |
| 5 Year | 11.48% | 10.46% |
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 | 7.209% | 6.954% |
| Sharp | 0.403% | 0.453% |
| 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 | 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 |
Top Comparisons
Kotak Focused Equity Fund- Regular plan _ Growth Option
3Y Returns13.78%
Aditya Birla Sun Life Focused Equity Fund -Growth Option
3Y Returns15.47%
Nippon India Large Cap Fund- Growth Plan Bonus Option
3Y Returns18.29%
HSBC Large Cap Fund - Regular Growth
3Y Returns14.5%
HDFC ELSS Tax saver Fund - Growth Plan
3Y Returns22.8%
BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH
3Y Returns16.77%
SBI Magnum Global Fund - Regular Plan -Growth
3Y Returns9.9%
Aditya Birla Sun Life MNC Fund - Growth - Regular Plan
3Y Returns9.18%
