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Kotak Balanced Advantage Fund vs Aditya Birla Sun Life Balanced Advantage Fund compare

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tortoise-icon Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

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tortoise-icon Kotak Balanced Advantage Fund -Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option Kotak Balanced Advantage Fund -Regular Plan - Growth Option
Fund Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option Kotak Balanced Advantage Fund -Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk High Very High
Asset Size (Cr) ₹7239 Cr ₹16649 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹1000 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 23 May 2000 03 Aug 2018
Category Dynamic Asset Allocation Dynamic Asset Allocation
Fund Type Open Ended Open Ended
Benchmark CRISIL Hybrid 50+50 Moderate TRI NIFTY 50 Hybrid Composite debt 50:50 Index
Turn Over 240% 285.96%
Expense Ratio 1.8 1.66
Manager Lovelish Solanki Harsha Upadhyaya
ISIN Code INF084M01AB8 INF174KA1186
Exits Load Aditya Birla Sun Life Balanced Advantage Fund - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./365 Kotak 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 Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option Kotak Balanced Advantage Fund -Regular Plan - Growth Option
1 Month 3.85% 3.88%
6 Month 5.9% 4.64%
1 Year 12.55% 11.13%
3 Year 14.91% 13.92%
5 Year 17.63% 16.35%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option Kotak Balanced Advantage Fund -Regular Plan - Growth Option
6 Month 6.27% 5.26%
1 Year 11.16% 9.37%
3 Year 14.68% 13.48%
5 Year 13.26% 12.25%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option Kotak Balanced Advantage Fund -Regular Plan - Growth Option
1 Year 11.38% 12.38%
3 Year 11.47% 11.42%
5 Year 11.16% 11.8%

Risk Management

Scheme Name Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option Kotak Balanced Advantage Fund -Regular Plan - Growth Option
Standard Deviation 6.2% 7.209%
Sharp 0.81% 0.403%
Beta 0.99% -
Alpha 1.33% -

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Fund Managers

Scheme Name Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option Kotak Balanced Advantage Fund -Regular Plan - Growth Option
Name Lovelish Solanki Harsha Upadhyaya
Total AUM ₹14756 Cr ₹139411 Cr
Funds Managed 2 11
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option Kotak Balanced Advantage Fund -Regular Plan - Growth Option

Market Cap

Scheme Name

Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

Kotak Balanced Advantage Fund -Regular Plan - Growth Option

Others 25.01 33.82
Large Cap 51.99 50.18
Mid Cap 16.38 10.11
Small Cap 5.03 5.89

Sector Allocation

Scheme Name

Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

Kotak Balanced Advantage Fund -Regular Plan - Growth Option

Others 20.8 32.99
Telecom - Services 1.68 -
Petroleum Products 4.68 -
Electrical Equipment 1.64 -
IT - Software 5.92 -
Cement & Cement Products 2.05 -
Personal Products 2.11 -
Construction 1.88 -
Finance 4.7 -
Retailing 2.84 -
Banks 15.51 -
Pharmaceuticals & Biotechnology 3.71 -
Non - Ferrous Metals 1.78 -
Realty 2.63 -
Healthcare Services 0.95 -
Aerospace & Defense 0.35 -
Auto Components 3.22 -
Ferrous Metals 1.65 -
Automobiles 1.56 -
Industrial Products 1.83 -
Insurance 2.93 -
Diversified FMCG 1.03 -
Consumer Durables 1.48 -
Transport Infrastructure 1.63 -
Diversified Metals 0.74 -
Oil 0.6 -
Power 2.36 -
Fertilizers & Agrochemicals 0.75 -
Leisure Services 0.56 -
Metals & Minerals Trading 0.14 -
Consumable Fuels 0.29 -
Minerals & Mining 0.59 -
Transport Services 0.78 -
Chemicals & Petrochemicals 0.89 -
Beverages 2.15 -
Communication Services - 2.42
Energy - 4.49
Industrials - 8.3
Technology - 9.8
Healthcare - 3.72
Financial Services - 15.04
Consumer Defensive - 4.48
Basic Materials - 6.4
Real Estate - 1.74
Utilities - 2.61
Consumer Cyclical - 8.03

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