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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) | ₹17874 Cr | ₹4545 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 |
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 | 0.67% | 0.32% |
| 6 Month | 2.86% | 3.8% |
| 1 Year | 3.97% | 4.78% |
| 3 Year | 11.62% | 13.57% |
| 5 Year | 11.03% | 12.7% |
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 | 2.18% | 2.9% |
| 1 Year | 10.45% | 14.23% |
| 3 Year | 10.85% | 12.95% |
| 5 Year | 10.74% | 12.81% |
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 | 10.94% | 13.35% |
| 3 Year | 11.54% | 14.42% |
| 5 Year | 11.93% | 15.66% |
Risk Management
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Standard Deviation | 7.05% | 9.35% |
| Sharp | 0.68% | 0.75% |
| Beta | 0.99% | 1.30% |
| Alpha | 0.24% | 1.10% |
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 | 34.42 | 25.79 |
| Large Cap | 48.86 | 44.65 |
| Mid Cap | 10.13 | 19.6 |
| Small Cap | 6.59 | 9.95 |
Sector Allocation
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Others | 31.08 | 16.41 |
| Communication Services | 3.04 | 4.31 |
| Energy | 5.75 | 5.26 |
| Industrials | 8.09 | 10.2 |
| Technology | 6.76 | 5.93 |
| Basic Materials | 6.3 | 3.03 |
| Healthcare | 3.65 | 6.09 |
| Financial Services | 18.97 | 25.86 |
| Consumer Defensive | 3.61 | 6.04 |
| Consumer Cyclical | 8.69 | 11.56 |
| Real Estate | 1.68 | 4.19 |
| Utilities | 2.38 | 1.12 |
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