Kotak Balanced Advantage Fund vs HDFC Balanced Advantage Fund compare

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Kotak Balanced Advantage Fund -Regular Plan - Growth Option

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HDFC Balanced Advantage Fund - Growth Plan

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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	HDFC Balanced Advantage Fund - Growth Plan
Fund	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	HDFC Balanced Advantage Fund - Growth Plan
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹17343 Cr	₹100299 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	03 Aug 2018	11 Sep 2000
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%	21.38%
Expense Ratio	1.66	1.35
Manager	Harsha Upadhyaya	Anil Bamboli
ISIN Code	INF174KA1186	INF179K01830
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	HDFC Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	HDFC Balanced Advantage Fund - Growth Plan
1 Month	1.72%	1.82%
6 Month	3.62%	4.2%
1 Year	6.91%	4.89%
3 Year	14.31%	23.01%
5 Year	13.47%	24.68%

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	HDFC Balanced Advantage Fund - Growth Plan
6 Month	6.4%	6.68%
1 Year	11.03%	10.58%
3 Year	13.22%	18.63%
5 Year	12.12%	20.52%

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	HDFC Balanced Advantage Fund - Growth Plan
1 Year	11.85%	17.82%
3 Year	11.38%	16.09%
5 Year	11.87%	15.02%

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	HDFC Balanced Advantage Fund - Growth Plan
Standard Deviation	7.54%	9.74%
Sharp	0.80%	1.40%
Beta	-	-
Alpha	-	-

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Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	HDFC Balanced Advantage Fund - Growth Plan
Name	Harsha Upadhyaya	Anil Bamboli
Total AUM	₹139411 Cr	₹135442 Cr
Funds Managed	11	12
	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	HDFC Balanced Advantage Fund - Growth Plan

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	HDFC Balanced Advantage Fund - Growth Plan
Others	31.23	33.94
Large Cap	52.58	53.07
Mid Cap	10.28	6.99
Small Cap	5.91	6

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	HDFC Balanced Advantage Fund - Growth Plan
Others	100	31.77
Communication Services	-	3.4
Basic Materials	-	2
Energy	-	7.39
Technology	-	6.23
Industrials	-	8.65
Consumer Defensive	-	2.71
Financial Services	-	22.31
Consumer Cyclical	-	5.51
Real Estate	-	1.45
Healthcare	-	4.16
Utilities	-	4.41