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

Link copied to clipboard!

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

Invest Now

Kotak Balanced Advantage Fund -Regular Plan - Growth Option

Invest Now

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)	₹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

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Kotak Balanced Advantage Fund -Regular Plan - Growth Option
1 Month	1.19%	0.71%
6 Month	5.23%	4.37%
1 Year	6.82%	4.86%
3 Year	12.66%	11.85%
5 Year	13.16%	11.61%

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Kotak Balanced Advantage Fund -Regular Plan - Growth Option
6 Month	2.66%	2.33%
1 Year	12.43%	10.04%
3 Year	12.67%	11.28%
5 Year	11.92%	10.95%

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%

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%	7.06%
Sharp	0.9%	0.72%
Beta	0.13%	0.98%
Alpha	5.98%	0.07%

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

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Kotak Balanced Advantage Fund -Regular Plan - Growth Option
Others	26.46	35.3
Large Cap	39.15	48.26
Mid Cap	11.14	9.82
Small Cap	9.27	6.62

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Kotak Balanced Advantage Fund -Regular Plan - Growth Option
Others	12.72	32.34
Telecom - Services	1.19	-
Petroleum Products	2.82	-
IT - Software	8.3	-
Construction	1.53	-
Finance	4.78	-
Pharmaceuticals & Biotechnology	2.96	-
Non - Ferrous Metals	1.38	-
Insurance	3.27	-
Banks	16.13	-
Realty	3.2	-
Healthcare Services	0.65	-
Electrical Equipment	0.85	-
Auto Components	3.55	-
Cement & Cement Products	1.11	-
Chemicals & Petrochemicals	1.5	-
Automobiles	2.18	-
Personal Products	1.96	-
Agricultural Food & other Products	0.62	-
Industrial Products	1.58	-
IT - Services	0.05	-
Diversified FMCG	0.99	-
Consumer Durables	2.32	-
Transport Infrastructure	1.16	-
Retailing	1.11	-
Beverages	1.59	-
Diversified Metals	0.69	-
Oil	0.42	-
Power	2.21	-
Fertilizers & Agrochemicals	1.08	-
Capital Markets	0.45	-
Ferrous Metals	1.49	-
Leisure Services	0.18	-
Communication Services	-	2.84
Energy	-	5.46
Industrials	-	8.01
Technology	-	6.46
Basic Materials	-	6.39
Healthcare	-	3.63
Financial Services	-	18.35
Consumer Defensive	-	3.59
Consumer Cyclical	-	8.85
Real Estate	-	1.57
Utilities	-	2.52