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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) | ₹17475 Cr | ₹103041 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 | 0.71% | 1.32% |
| 6 Month | 4.37% | 5.55% |
| 1 Year | 4.86% | 4.51% |
| 3 Year | 11.85% | 18.21% |
| 5 Year | 11.61% | 23.1% |
SIP Return Analysis
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| 6 Month | 2.33% | 3.04% |
| 1 Year | 10.04% | 11.81% |
| 3 Year | 11.28% | 15.26% |
| 5 Year | 10.95% | 17.84% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| 1 Year | 11.32% | 17.32% |
| 3 Year | 11.45% | 16.26% |
| 5 Year | 12.01% | 15.12% |
Risk Management
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| Standard Deviation | 7.06% | 8.75% |
| Sharp | 0.72% | 1.26% |
| Beta | 0.98% | 1.16% |
| Alpha | 0.07% | 5.14% |
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 | 35.3 | 34.5 |
| Large Cap | 48.26 | 52.86 |
| Mid Cap | 9.82 | 6.83 |
| Small Cap | 6.62 | 5.81 |
Sector Allocation
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| Others | 32.34 | 31.65 |
| Communication Services | 2.84 | 3.42 |
| Energy | 5.46 | 7.23 |
| Industrials | 8.01 | 7.96 |
| Technology | 6.46 | 5.36 |
| Basic Materials | 6.39 | 2.31 |
| Healthcare | 3.63 | 4.04 |
| Financial Services | 18.35 | 22.86 |
| Consumer Defensive | 3.59 | 2.64 |
| Consumer Cyclical | 8.85 | 6.76 |
| Real Estate | 1.57 | 1.55 |
| Utilities | 2.52 | 4.21 |
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