Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

tortoise-icon Kotak Balanced Advantage Fund -Regular Plan - Growth Option

Invest Now

tortoise-icon BANDHAN Balanced Advantage Fund Regular Plan Growth

Invest Now

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 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) ₹16649 Cr ₹2193 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 5.06% 3.23%
6 Month 4.67% 3.15%
1 Year 12.44% 9.56%
3 Year 13.98% 12.82%
5 Year 15.78% 13.39%

SIP Return Analysis

Scheme Name Kotak Balanced Advantage Fund -Regular Plan - Growth Option BANDHAN Balanced Advantage Fund Regular Plan Growth
6 Month 1.96% 0.68%
1 Year 3.07% 0.85%
3 Year 11.33% 9.96%
5 Year 11.02% 9.38%

Rolling Lumpsum Returns

Scheme Name Kotak Balanced Advantage Fund -Regular Plan - Growth Option BANDHAN Balanced Advantage Fund Regular Plan Growth
1 Year 12.38% 9.02%
3 Year 11.42% 8.54%
5 Year 11.8% 8.78%

Risk Management

Scheme Name Kotak Balanced Advantage Fund -Regular Plan - Growth Option BANDHAN Balanced Advantage Fund Regular Plan Growth
Standard Deviation 7.209% 7.606%
Sharp 0.403% 0.199%
Beta - -
Alpha - -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 33.82 16.93
Large Cap 50.18 63.97
Mid Cap 10.11 8
Small Cap 5.89 11.1

Sector Allocation

Scheme Name

Kotak Balanced Advantage Fund -Regular Plan - Growth Option

BANDHAN Balanced Advantage Fund Regular Plan Growth

Others 32.99 16.17
Communication Services 2.42 4.98
Energy 4.49 3.15
Industrials 8.3 4.74
Technology 9.8 12.95
Healthcare 3.72 7.43
Financial Services 15.04 25.51
Consumer Defensive 4.48 6.86
Basic Materials 6.4 6.1
Real Estate 1.74 1.46
Utilities 2.61 1.15
Consumer Cyclical 8.03 9.51

Top Comparisons

Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option

3Y Returns18.87%

VS

Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option

3Y Returns16.61%

Compare Now

BANDHAN Focused Equity Fund - Regular Plan - Growth BANDHAN Focused Equity Fund - Regular Plan - Growth

3Y Returns21.35%

VS

SBI Focused Equity Fund - Regular Plan -Growth SBI Focused Equity Fund - Regular Plan -Growth

3Y Returns17.5%

Compare Now

ICICI Prudential Credit Risk Fund - Growth ICICI Prudential Credit Risk Fund - Growth

3Y Returns7.97%

VS

BANDHAN Credit Risk Fund - Regular Plan Growth BANDHAN Credit Risk Fund - Regular Plan Growth

3Y Returns6.71%

Compare Now

Franklin India Smaller Companies Fund-Growth Franklin India Smaller Companies Fund-Growth

3Y Returns27.53%

VS

Quant Small Cap Fund Regular Growth Quant Small Cap Fund Regular Growth

3Y Returns28.69%

Compare Now
Add to Cart Successfully