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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) | ₹8800 Cr | ₹17874 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 | 0.93% | -0.02% |
| 6 Month | 3.63% | 2.56% |
| 1 Year | 8.02% | 3.77% |
| 3 Year | 12.62% | 11.56% |
| 5 Year | 11.66% | 10.79% |
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 | 2.49% | 1.6% |
| 1 Year | 12.83% | 9.76% |
| 3 Year | 12.39% | 10.56% |
| 5 Year | 11.78% | 10.56% |
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 | 11.48% | 10.94% |
| 3 Year | 11.73% | 11.54% |
| 5 Year | 11.68% | 11.93% |
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 | 7.32% | 7.05% |
| Sharp | 0.76% | 0.68% |
| Beta | 1.06% | 0.99% |
| Alpha | 0.72% | 0.24% |
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 | 38.28 | 34.42 |
| Large Cap | 40.42 | 48.86 |
| Mid Cap | 12.77 | 10.13 |
| Small Cap | 8.53 | 6.59 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
|---|---|---|
| Others | 27.55 | 31.08 |
| Communication Services | 1.23 | 3.04 |
| Energy | 3.34 | 5.75 |
| Technology | 8.78 | 6.76 |
| Industrials | 7.19 | 8.09 |
| Financial Services | 21.82 | 18.97 |
| Healthcare | 4.76 | 3.65 |
| Basic Materials | 7.05 | 6.3 |
| Real Estate | 3.68 | 1.68 |
| Consumer Cyclical | 6.85 | 8.69 |
| Consumer Defensive | 5.53 | 3.61 |
| Utilities | 2.23 | 2.38 |
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