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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) | ₹17475 Cr | ₹2263 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 | 1.87% | 1.97% |
| 6 Month | 4.63% | 4.91% |
| 1 Year | 6.17% | 5.32% |
| 3 Year | 11.93% | 10.66% |
| 5 Year | 11.99% | 10.56% |
SIP Return Analysis
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| 6 Month | 0.36% | 0.47% |
| 1 Year | 6.07% | 5.22% |
| 3 Year | 9.96% | 9.21% |
| 5 Year | 10.18% | 8.97% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| 1 Year | 11.32% | 8.72% |
| 3 Year | 11.45% | 8.7% |
| 5 Year | 12.01% | 9.19% |
Risk Management
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| Standard Deviation | 7.06% | 6.54% |
| Sharp | 0.72% | 0.59% |
| Beta | 0.98% | 0.88% |
| Alpha | 0.07% | -0.60% |
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 | 35.3 | 26.13 |
| Large Cap | 48.26 | 53.66 |
| Mid Cap | 9.82 | 10.71 |
| Small Cap | 6.62 | 9.5 |
Sector Allocation
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| Others | 32.34 | 19.08 |
| Communication Services | 2.84 | 6.33 |
| Energy | 5.46 | 3.19 |
| Industrials | 8.01 | 6.16 |
| Technology | 6.46 | 8.77 |
| Basic Materials | 6.39 | 4.21 |
| Healthcare | 3.63 | 7.02 |
| Financial Services | 18.35 | 25.64 |
| Consumer Defensive | 3.59 | 6.31 |
| Consumer Cyclical | 8.85 | 9.68 |
| Real Estate | 1.57 | 1.92 |
| Utilities | 2.52 | 1.7 |
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