Kotak Balanced Advantage Fund vs Baroda BNP Paribas Balanced Advantage Fund compare

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Kotak Balanced Advantage Fund -Regular Plan - Growth Option

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Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

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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	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)	₹17959 Cr	₹4697 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹250
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

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Month	0.45%	0.13%
6 Month	2.69%	4.08%
1 Year	6.11%	7.9%
3 Year	12.08%	14.39%
5 Year	10.91%	12.8%

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
6 Month	0.89%	1.17%
1 Year	7.8%	10.69%
3 Year	10.3%	12.36%
5 Year	10.51%	12.57%

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Year	10.89%	13.31%
3 Year	11.54%	14.39%
5 Year	11.92%	15.64%

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Standard Deviation	7.05%	9.35%
Sharp	0.68%	0.75%
Beta	0.99%	1.30%
Alpha	0.24%	1.10%

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

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Others	33.76	30.35
Large Cap	48.49	42.19
Mid Cap	11.38	17.9
Small Cap	6.36	9.57

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Others	29.86	23.66
Communication Services	3.07	2.92
Energy	5.6	4.88
Industrials	7.82	10.71
Technology	9.24	7.08
Basic Materials	6.29	2.84
Healthcare	3.36	5.82
Financial Services	18.76	20.85
Consumer Defensive	3.36	6.24
Consumer Cyclical	8.76	11.7
Real Estate	1.64	2.24
Utilities	2.23	1.06