Kotak Balanced Advantage Fund vs Aditya Birla Sun Life Balanced Advantage Fund compare
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
Chart Comparison
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) | ₹8157 Cr | ₹17537 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 | -0.98% | -1.37% |
6 Month | 10.48% | 9.14% |
1 Year | 3.05% | 1.34% |
3 Year | 12.65% | 11.3% |
5 Year | 12.88% | 11.52% |
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 | 0.73% | -0.01% |
1 Year | 6.58% | 3.35% |
3 Year | 11.85% | 10.17% |
5 Year | 11.6% | 10.34% |
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 | 11.15% | 11.55% |
3 Year | 11.52% | 11.46% |
5 Year | 11.34% | 12.04% |
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% | 7.10% |
Sharp | 0.99% | 0.78% |
Beta | 0.1% | - |
Alpha | 6.58% | - |
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 | 37.74 | 34.78 |
Large Cap | 42.5 | 49.02 |
Mid Cap | 12.73 | 10.37 |
Small Cap | 7.03 | 5.84 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
---|---|---|
Others | 29.34 | 31.98 |
Communication Services | 1.25 | 2.91 |
Energy | 3.71 | 5.48 |
Technology | 7.26 | 6.74 |
Basic Materials | 6.87 | 6.56 |
Industrials | 7.56 | 8.66 |
Financial Services | 22.35 | 17.72 |
Consumer Cyclical | 6.46 | 8.18 |
Healthcare | 4.08 | 3.69 |
Real Estate | 3.01 | 1.6 |
Consumer Defensive | 5.94 | 4.03 |
Utilities | 2.17 | 2.45 |
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