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Kotak Balanced Advantage Fund vs BANDHAN Balanced Advantage Fund Regular Plan Growth compare
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
BANDHAN Balanced Advantage Fund Regular Plan Growth
Chart Comparison
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) | ₹17339 Cr | ₹2268 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 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| 1 Month | 1.53% | 1.64% |
| 6 Month | 9.68% | 9.02% |
| 1 Year | 2.24% | 2.56% |
| 3 Year | 11.16% | 9.95% |
| 5 Year | 11.94% | 10.63% |
SIP Return Analysis
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| 6 Month | 1.99% | 2.31% |
| 1 Year | 7.93% | 7.76% |
| 3 Year | 11.25% | 10.64% |
| 5 Year | 10.89% | 9.76% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| 1 Year | 11.55% | 8.84% |
| 3 Year | 11.46% | 8.65% |
| 5 Year | 12.04% | 9.15% |
Risk Management
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| Standard Deviation | 7.17% | 6.58% |
| Sharp | 0.57% | 0.45% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| Others | 34.78 | 25.96 |
| Large Cap | 49.02 | 55.46 |
| Mid Cap | 10.37 | 9.19 |
| Small Cap | 5.84 | 9.39 |
Sector Allocation
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| Others | 31.98 | 19.96 |
| Communication Services | 2.91 | 5.14 |
| Energy | 5.48 | 3.3 |
| Industrials | 8.66 | 6.28 |
| Technology | 6.74 | 12.17 |
| Basic Materials | 6.56 | 3.73 |
| Healthcare | 3.69 | 7.48 |
| Financial Services | 17.72 | 23.35 |
| Consumer Defensive | 4.03 | 7.59 |
| Real Estate | 1.6 | 1.28 |
| Utilities | 2.45 | 1.7 |
| Consumer Cyclical | 8.18 | 8.04 |
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