Kotak Balanced Advantage Fund vs Axis Balanced Advantage Fund compare

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Kotak Balanced Advantage Fund -Regular Plan - Growth Option

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Axis Balanced Advantage Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Axis Balanced Advantage Fund - Regular Plan - Growth
1 Month	1.72%	1.44%
6 Month	3.62%	3.23%
1 Year	6.91%	7.32%
3 Year	14.31%	16.27%
5 Year	13.47%	13.84%

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Axis Balanced Advantage Fund - Regular Plan - Growth
6 Month	6.63%	5.22%
1 Year	10.98%	9.31%
3 Year	13.66%	15.97%
5 Year	12.33%	13.85%

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%

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Axis Balanced Advantage Fund - Regular Plan - Growth
Standard Deviation	7.54%	8.06%
Sharp	0.80%	0.99%
Beta	-	-
Alpha	-	-

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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

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

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Axis Balanced Advantage Fund - Regular Plan - Growth
Others	100	32.9
Energy	-	8.07
Technology	-	7.41
Basic Materials	-	3.59
Consumer Defensive	-	3.22
Industrials	-	6.03
Financial Services	-	22.09
Healthcare	-	4.75
Consumer Cyclical	-	6.89
Communication Services	-	2.67
Utilities	-	2.05
Real Estate	-	0.33