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Kotak Balanced Advantage Fund vs HDFC Balanced Advantage Fund compare
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
HDFC Balanced Advantage Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| Fund | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | HDFC Balanced Advantage Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹17874 Cr | ₹106494 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 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| 1 Month | 0.67% | 0.63% |
| 6 Month | 2.86% | 3.46% |
| 1 Year | 3.97% | 4.69% |
| 3 Year | 11.62% | 17.39% |
| 5 Year | 11.03% | 20.59% |
SIP Return Analysis
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| 6 Month | 2.18% | 2.72% |
| 1 Year | 10.45% | 11.88% |
| 3 Year | 10.85% | 14.49% |
| 5 Year | 10.74% | 17.18% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| 1 Year | 10.94% | 17.4% |
| 3 Year | 11.54% | 16.3% |
| 5 Year | 11.93% | 15.1% |
Risk Management
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| Standard Deviation | 7.05% | 8.69% |
| Sharp | 0.68% | 1.18% |
| Beta | 0.99% | 1.16% |
| Alpha | 0.24% | 4.92% |
Fund Managers
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| 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 Regular Growth |
Market Cap
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| Others | 34.42 | 34.59 |
| Large Cap | 48.86 | 53.19 |
| Mid Cap | 10.13 | 6.79 |
| Small Cap | 6.59 | 5.44 |
Sector Allocation
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| Others | 31.08 | 30.57 |
| Communication Services | 3.04 | 3.6 |
| Energy | 5.75 | 7.59 |
| Industrials | 8.09 | 8.06 |
| Technology | 6.76 | 5.54 |
| Basic Materials | 6.3 | 2.28 |
| Healthcare | 3.65 | 4.03 |
| Financial Services | 18.97 | 23.26 |
| Consumer Defensive | 3.61 | 2.63 |
| Consumer Cyclical | 8.69 | 6.45 |
| Real Estate | 1.68 | 1.86 |
| Utilities | 2.38 | 4.14 |
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