Kotak Balanced Advantage Fund vs Axis Balanced Advantage Fund compare
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
Axis Balanced Advantage Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
Fund | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹17343 Cr | ₹3161 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 03 Aug 2018 | 01 Aug 2017 |
Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 Hybrid Composite debt 50:50 Index | NIFTY 50 Hybrid Composite debt 50:50 Index |
Turn Over | 285.96% | 24% |
Expense Ratio | 1.66 | 2 |
Manager | Harsha Upadhyaya | Hardik Shah |
ISIN Code | INF174KA1186 | INF846K01A52 |
Exits Load | Kotak Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Axis 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 | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
1 Month | 0.86% | 0.67% |
6 Month | 5.39% | 4.55% |
1 Year | 6.8% | 6.99% |
3 Year | 13.86% | 15.71% |
5 Year | 13.32% | 13.59% |
SIP Return Analysis
Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
6 Month | 6.4% | 4.88% |
1 Year | 11.03% | 9.11% |
3 Year | 13.22% | 15.45% |
5 Year | 12.12% | 13.57% |
Rolling Lumpsum Returns
Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
1 Year | 11.85% | 8.75% |
3 Year | 11.38% | 10.38% |
5 Year | 11.87% | 9.89% |
Risk Management
Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 7.26% | 7.80% |
Sharp | 1.02% | 1.16% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
Name | Harsha Upadhyaya | Hardik Shah |
Total AUM | ₹139411 Cr | ₹0 Cr |
Funds Managed | 11 | 12 |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
Others | 31.23 | 35.01 |
Large Cap | 52.58 | 56.8 |
Mid Cap | 10.28 | 4.89 |
Small Cap | 5.91 | 3.3 |
Sector Allocation
Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
Others | 29.79 | 32.9 |
Communication Services | 3.02 | 2.67 |
Energy | 5.61 | 8.07 |
Industrials | 9.61 | 6.03 |
Technology | 7.84 | 7.41 |
Basic Materials | 6.96 | 3.59 |
Healthcare | 3.68 | 4.75 |
Financial Services | 16.44 | 22.09 |
Consumer Defensive | 4.46 | 3.22 |
Real Estate | 1.85 | 0.33 |
Utilities | 2.78 | 2.05 |
Consumer Cyclical | 7.95 | 6.89 |
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