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)	₹17874 Cr	₹3810 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	-0.02%	-0.09%
6 Month	2.56%	3.45%
1 Year	3.77%	4.46%
3 Year	11.56%	13.84%
5 Year	10.79%	11.9%

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Axis Balanced Advantage Fund - Regular Plan - Growth
6 Month	1.6%	2.31%
1 Year	9.76%	10.02%
3 Year	10.56%	12.92%
5 Year	10.56%	12.24%

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Axis Balanced Advantage Fund - Regular Plan - Growth
1 Year	10.94%	7.96%
3 Year	11.54%	10.86%
5 Year	11.93%	10.67%

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Axis Balanced Advantage Fund - Regular Plan - Growth
Standard Deviation	7.05%	7.47%
Sharp	0.68%	0.90%
Beta	0.99%	1.06%
Alpha	0.24%	1.82%

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	34.42	35.47
Large Cap	48.86	56.23
Mid Cap	10.13	5.53
Small Cap	6.59	2.77

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Axis Balanced Advantage Fund - Regular Plan - Growth
Others	31.08	29.67
Communication Services	3.04	2.16
Energy	5.75	6.6
Industrials	8.09	7.6
Technology	6.76	8.94
Basic Materials	6.3	3.78
Healthcare	3.65	4.99
Financial Services	18.97	21.52
Consumer Defensive	3.61	4.52
Consumer Cyclical	8.69	6.35
Real Estate	1.68	1.55
Utilities	2.38	2.32