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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) | ₹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 | - | - |
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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 | 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 |
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