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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) | ₹8371 Cr | ₹17475 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 | 3.17% | 2.94% |
| 6 Month | 6.5% | 5.96% |
| 1 Year | 8.63% | 6.62% |
| 3 Year | 13.28% | 12.34% |
| 5 Year | 13.83% | 11.99% |
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 | 2.24% | 1.8% |
| 1 Year | 12.29% | 9.62% |
| 3 Year | 12.99% | 11.42% |
| 5 Year | 12.16% | 11.07% |
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 | 11.08% | 11.32% |
| 3 Year | 11.55% | 11.45% |
| 5 Year | 11.4% | 12.01% |
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% | 7.03% |
| Sharp | 0.9% | 0.69% |
| Beta | 0.13% | - |
| Alpha | 5.98% | - |
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 | 37.79 | 35.3 |
| Large Cap | 41.39 | 48.26 |
| Mid Cap | 12.96 | 9.82 |
| Small Cap | 7.85 | 6.62 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
|---|---|---|
| Others | 28.44 | 32.34 |
| Communication Services | 1.19 | 2.84 |
| Energy | 3.24 | 5.46 |
| Technology | 8.75 | 6.46 |
| Industrials | 7.3 | 8.01 |
| Financial Services | 22.13 | 18.35 |
| Healthcare | 4.21 | 3.63 |
| Basic Materials | 7.15 | 6.39 |
| Real Estate | 3.2 | 1.57 |
| Consumer Cyclical | 6.55 | 8.85 |
| Consumer Defensive | 5.63 | 3.59 |
| Utilities | 2.21 | 2.52 |
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