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Kotak Balanced Advantage Fund vs Baroda BNP Paribas Balanced Advantage Fund compare
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Fund | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹16649 Cr | ₹4078 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 03 Aug 2018 | 13 Nov 2018 |
| 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% | 173% |
| Expense Ratio | 1.66 | 1.89 |
| Manager | Harsha Upadhyaya | Miten Vora |
| ISIN Code | INF174KA1186 | INF955L01HC4 |
| 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 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 1 Month | 3.15% | 2.96% |
| 6 Month | 3.9% | 2.92% |
| 1 Year | 10.35% | 8.31% |
| 3 Year | 13.27% | 15.58% |
| 5 Year | 15.85% | 18.05% |
SIP Return Analysis
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 6 Month | 5.26% | 5.24% |
| 1 Year | 9.37% | 7.92% |
| 3 Year | 13.48% | 14.8% |
| 5 Year | 12.25% | 13.84% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 1 Year | 12.38% | 15.87% |
| 3 Year | 11.42% | 14.5% |
| 5 Year | 11.8% | 15.77% |
Risk Management
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Standard Deviation | 7.209% | 10.009% |
| Sharp | 0.403% | 0.418% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Name | Harsha Upadhyaya | Miten Vora |
| Total AUM | ₹139411 Cr | ₹6478 Cr |
| Funds Managed | 11 | 6 |
| Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
Market Cap
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Others | 33.82 | 31.15 |
| Large Cap | 50.18 | 42.99 |
| Mid Cap | 10.11 | 14.66 |
| Small Cap | 5.89 | 11.21 |
Sector Allocation
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Others | 32.99 | 26.01 |
| Communication Services | 2.42 | 3.73 |
| Energy | 4.49 | 7.58 |
| Industrials | 8.3 | 12.94 |
| Technology | 9.8 | 7.73 |
| Healthcare | 3.72 | 6.54 |
| Financial Services | 15.04 | 22.52 |
| Consumer Defensive | 4.48 | 2.53 |
| Basic Materials | 6.4 | 0.99 |
| Real Estate | 1.74 | - |
| Utilities | 2.61 | 3.08 |
| Consumer Cyclical | 8.03 | 6.34 |
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