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Kotak Balanced Advantage Fund vs Edelweiss Balanced Advantage Fund compare
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹17339 Cr | ₹12792 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 03 Aug 2018 | 20 Aug 2009 |
| 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% | 81% |
| Expense Ratio | 1.66 | 1.69 |
| Manager | Harsha Upadhyaya | Rahul Dedhia |
| ISIN Code | INF174KA1186 | INF754K01285 |
| 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 | Edelweiss Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 1.17% | 1.61% |
| 6 Month | 9.97% | 9.52% |
| 1 Year | 2.36% | -0.16% |
| 3 Year | 11.29% | 11.57% |
| 5 Year | 11.78% | 13.7% |
SIP Return Analysis
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.99% | 2.56% |
| 1 Year | 7.93% | 7.77% |
| 3 Year | 11.25% | 11.18% |
| 5 Year | 10.89% | 11.2% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 11.55% | 9.41% |
| 3 Year | 11.46% | 11.57% |
| 5 Year | 12.04% | 11.37% |
Risk Management
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 7.17% | 8.15% |
| Sharp | 0.57% | 0.54% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Harsha Upadhyaya | Rahul Dedhia |
| Total AUM | ₹139411 Cr | ₹31988 Cr |
| Funds Managed | 11 | 10 |
| Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 34.78 | 21.88 |
| Large Cap | 49.02 | 57.12 |
| Mid Cap | 10.37 | 14.88 |
| Small Cap | 5.84 | 6.13 |
Sector Allocation
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 31.98 | 18.78 |
| Communication Services | 2.91 | 3.12 |
| Energy | 5.48 | 5.59 |
| Industrials | 8.66 | 6.18 |
| Technology | 6.74 | 8.14 |
| Basic Materials | 6.56 | 4.38 |
| Healthcare | 3.69 | 8.89 |
| Financial Services | 17.72 | 25.67 |
| Consumer Defensive | 4.03 | 5.64 |
| Real Estate | 1.6 | 0.88 |
| Utilities | 2.45 | 3.78 |
| Consumer Cyclical | 8.18 | 8.95 |
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