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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) | ₹17537 Cr | ₹4424 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 | -1.4% | -2.11% |
| 6 Month | 7.08% | 10.14% |
| 1 Year | 4.73% | 4.89% |
| 3 Year | 11.32% | 13.7% |
| 5 Year | 12% | 14.61% |
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 | 2% | 2.86% |
| 1 Year | 5.29% | 6.81% |
| 3 Year | 10.95% | 12.71% |
| 5 Year | 10.77% | 12.62% |
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 | 11.55% | 14.36% |
| 3 Year | 11.46% | 14.5% |
| 5 Year | 12.04% | 15.98% |
Risk Management
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Standard Deviation | 7.10% | 9.22% |
| Sharp | 0.78% | 0.88% |
| Beta | - | - |
| Alpha | - | - |
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 | 34.78 | 33.32 |
| Large Cap | 49.02 | 40.3 |
| Mid Cap | 10.37 | 15.9 |
| Small Cap | 5.84 | 10.48 |
Sector Allocation
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Others | 31.98 | 23.44 |
| Communication Services | 2.91 | 4.64 |
| Energy | 5.48 | 5.49 |
| Industrials | 8.66 | 10.58 |
| Technology | 6.74 | 5.23 |
| Basic Materials | 6.56 | 1.38 |
| Healthcare | 3.69 | 6.74 |
| Financial Services | 17.72 | 25.87 |
| Consumer Defensive | 4.03 | 3.66 |
| Real Estate | 1.6 | 3.67 |
| Utilities | 2.45 | 1.42 |
| Consumer Cyclical | 8.18 | 7.88 |
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