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) | ₹16752 Cr | ₹2547 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 | 1.65 | 2.01 |
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 | -2.39% | -1.29% |
6 Month | -1.7% | 0.15% |
1 Year | 9.29% | 12.84% |
3 Year | 10.03% | 11.93% |
5 Year | 10.95% | 11.3% |
SIP Return Analysis
Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | 4.85% | 7.98% |
3 Year | 12.07% | 15.64% |
5 Year | 11.92% | 13.66% |
Rolling Lumpsum Returns
Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
1 Year | 12.38% | 8.22% |
3 Year | 11.42% | 9.95% |
5 Year | 11.8% | 8.8% |
Risk Management
Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 5.45% | 7.39% |
Sharp | 0.94% | 0.89% |
Beta | 0.76% | 0.98% |
Alpha | 2.13% | 2.31% |
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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 |
Fund Manage | 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 | 30.7 | 18.35 |
Large Cap | 40.06 | 53.62 |
Mid Cap | 9.49 | 8.15 |
Small Cap | 6.46 | 6.52 |
Sector Allocation
Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
Others | 30.22 | 18.35 |
Cement and Cement Products | 0.1 | - |
Telecom - Services | 1.97 | 2.46 |
Petroleum Products | 3.08 | 4.54 |
Industrial Products | 1.54 | 0.71 |
IT - Software | 8.36 | 6.38 |
Pharmaceuticals & Biotechnology | 1.15 | 4.91 |
Construction | 1.93 | 2.97 |
Banks | 9.74 | 14.48 |
Diversified FMCG | 2.75 | 0.66 |
Non - Ferrous Metals | 0.39 | 0.77 |
Cement & Cement Products | 0.8 | 1.08 |
Ferrous Metals | 0.04 | 0.19 |
Realty | 2.06 | 0.45 |
Healthcare Services | 1.19 | 1.63 |
Power | 1.67 | 2.35 |
Automobiles | 2.94 | 5.31 |
Personal Products | 0.52 | 0.77 |
Transport Services | 1.31 | 0.03 |
Finance | 1.78 | 4.42 |
Gas | 0.79 | 0.14 |
Fertilizers & Agrochemicals | 1.05 | 0.8 |
Consumer Durables | 0.82 | 0.22 |
Electrical Equipment | 0.74 | 0.79 |
Diversified Metals | -0.01 | 0.46 |
Agricultural, Commercial & Construction Vehicles | 0.2 | - |
Oil | 0.39 | 0.54 |
Aerospace & Defense | 0.52 | 0.99 |
Auto Components | 2.97 | 0.45 |
Chemicals & Petrochemicals | 0.77 | 1.32 |
Retailing | 1.38 | 0.65 |
Financial Technology (Fintech) | 0.71 | - |
Metals & Minerals Trading | -0.01 | - |
Consumable Fuels | 0.19 | 0.87 |
Capital Markets | 0.09 | 0.02 |
Pharmaceuticals and Biotechnology | 0.43 | - |
Transport Infrastructure | -0.01 | - |
Insurance | 0.93 | 2.9 |
Leisure Services | 0.05 | 0.56 |
Beverages | 0.85 | 0.53 |
Industrial Manufacturing | 0.32 | 1.45 |
IT - Services | - | 0.08 |
Agricultural Food & other Products | - | 0.64 |
Food Products | - | 0.04 |
Household Products | - | 0.73 |
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