Kotak Balanced Advantage Fund vs BANDHAN Balanced Advantage Fund Regular Plan Growth compare

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Kotak Balanced Advantage Fund -Regular Plan - Growth Option

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BANDHAN Balanced Advantage Fund Regular Plan Growth

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

Overview

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	BANDHAN Balanced Advantage Fund Regular Plan Growth
Fund	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	BANDHAN Balanced Advantage Fund Regular Plan Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹17959 Cr	₹2324 Cr
Min Investment	₹100	₹1000
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹1000
Launch Date	03 Aug 2018	10 Oct 2014
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	2.04
Manager	Harsha Upadhyaya	Ritika Behera
ISIN Code	INF174KA1186	INF194KA1UE8
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	Bandhan Balanced Advantage Fund - Regular Plan - 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	BANDHAN Balanced Advantage Fund Regular Plan Growth
1 Month	-0.39%	0.03%
6 Month	1.52%	2.96%
1 Year	5.57%	4.97%
3 Year	12.05%	11.52%
5 Year	10.64%	9.5%

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	BANDHAN Balanced Advantage Fund Regular Plan Growth
6 Month	1.89%	2.32%
1 Year	8.99%	10.01%
3 Year	10.34%	10.22%
5 Year	10.54%	9.71%

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	BANDHAN Balanced Advantage Fund Regular Plan Growth
1 Year	10.89%	8.58%
3 Year	11.54%	8.79%
5 Year	11.92%	9.27%

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	BANDHAN Balanced Advantage Fund Regular Plan Growth
Standard Deviation	7.05%	6.54%
Sharp	0.68%	0.61%
Beta	0.99%	0.90%
Alpha	0.24%	-0.14%

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	BANDHAN Balanced Advantage Fund Regular Plan Growth
Name	Harsha Upadhyaya	Ritika Behera
Total AUM	₹139411 Cr	₹43013 Cr
Funds Managed	11	19
	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	BANDHAN Balanced Advantage Fund Regular Plan Growth

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	BANDHAN Balanced Advantage Fund Regular Plan Growth
Others	33.76	27.02
Large Cap	48.49	52.55
Mid Cap	11.38	11.68
Small Cap	6.36	8.75

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	BANDHAN Balanced Advantage Fund Regular Plan Growth
Others	29.86	19.64
Communication Services	3.07	6.61
Energy	5.6	3.7
Industrials	7.82	6
Technology	9.24	10.22
Basic Materials	6.29	4.93
Healthcare	3.36	5.67
Financial Services	18.76	26.52
Consumer Defensive	3.36	4.86
Consumer Cyclical	8.76	8.79
Real Estate	1.64	2.02
Utilities	2.23	1.04