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Kotak Balanced Advantage Fund vs HDFC Balanced Advantage Fund compare

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tortoise-icon Kotak Balanced Advantage Fund -Regular Plan - Growth Option

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tortoise-icon HDFC Balanced Advantage Fund Regular Growth

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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 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) ₹17537 Cr ₹101773 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 -0.4% -0.48%
6 Month 7.94% 8%
1 Year 4.4% 1.94%
3 Year 11.54% 19.02%
5 Year 12.05% 22.62%

SIP Return Analysis

Scheme Name Kotak Balanced Advantage Fund -Regular Plan - Growth Option HDFC Balanced Advantage Fund Regular Growth
6 Month 2% 1.99%
1 Year 5.29% 5.11%
3 Year 10.95% 15.58%
5 Year 10.77% 18.5%

Rolling Lumpsum Returns

Scheme Name Kotak Balanced Advantage Fund -Regular Plan - Growth Option HDFC Balanced Advantage Fund Regular Growth
1 Year 11.55% 17.49%
3 Year 11.46% 16.2%
5 Year 12.04% 15.09%

Risk Management

Scheme Name Kotak Balanced Advantage Fund -Regular Plan - Growth Option HDFC Balanced Advantage Fund Regular Growth
Standard Deviation 7.10% 9.16%
Sharp 0.78% 1.34%
Beta - -
Alpha - -

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 34.78 35.76
Large Cap 49.02 51.34
Mid Cap 10.37 7.11
Small Cap 5.84 5.79

Sector Allocation

Scheme Name

Kotak Balanced Advantage Fund -Regular Plan - Growth Option

HDFC Balanced Advantage Fund Regular Growth

Others 31.98 33.05
Communication Services 2.91 3.53
Energy 5.48 6.92
Industrials 8.66 8.06
Technology 6.74 5.83
Basic Materials 6.56 2.04
Healthcare 3.69 4.2
Financial Services 17.72 21.59
Consumer Defensive 4.03 2.72
Real Estate 1.6 1.5
Utilities 2.45 4.21
Consumer Cyclical 8.18 6.36

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