- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
Kotak Balanced Advantage Fund vs HDFC Balanced Advantage Fund compare
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
HDFC Balanced Advantage Fund - Growth Plan
Chart Comparison
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) | ₹16649 Cr | ₹94251 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 - Growth Plan |
|---|---|---|
| 1 Month | 2.85% | 2.4% |
| 6 Month | 1.12% | 0.03% |
| 1 Year | 9.98% | 7.27% |
| 3 Year | 11.81% | 20% |
| 5 Year | 14.34% | 24.94% |
SIP Return Analysis
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | HDFC Balanced Advantage Fund - Growth Plan |
|---|---|---|
| 6 Month | 2.11% | 2.19% |
| 1 Year | 3.39% | 1.49% |
| 3 Year | 11.94% | 18.39% |
| 5 Year | 11.48% | 20.82% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | HDFC Balanced Advantage Fund - Growth Plan |
|---|---|---|
| 1 Year | 12.38% | 18.17% |
| 3 Year | 11.42% | 15.89% |
| 5 Year | 11.8% | 14.91% |
Risk Management
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | HDFC Balanced Advantage Fund - Growth Plan |
|---|---|---|
| Standard Deviation | 7.209% | 9.701% |
| Sharp | 0.403% | 1.207% |
| Beta | - | - |
| Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| 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 |
Market Cap
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
HDFC Balanced Advantage Fund - Growth Plan |
|---|---|---|
| Others | 33.82 | 45.54 |
| Large Cap | 50.18 | 52.58 |
| Mid Cap | 10.11 | 6.45 |
| Small Cap | 5.89 | 6.1 |
Sector Allocation
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
HDFC Balanced Advantage Fund - Growth Plan |
|---|---|---|
| Others | 32.99 | 43.92 |
| Communication Services | 2.42 | 2.71 |
| Energy | 4.49 | 7.4 |
| Industrials | 8.3 | 8.87 |
| Technology | 9.8 | 5.37 |
| Healthcare | 3.72 | 4.17 |
| Financial Services | 15.04 | 22.36 |
| Consumer Defensive | 4.48 | 2.65 |
| Basic Materials | 6.4 | 2 |
| Real Estate | 1.74 | 1.44 |
| Utilities | 2.61 | 4.3 |
| Consumer Cyclical | 8.03 | 5.5 |
Top Comparisons
Franklin India Opportunities Fund - Growth
3Y Returns29.65%
HSBC Business Cycles Fund - Regular Growth
3Y Returns20.65%
ITI Focused Equity Fund Regular - Growth
3Y Returns0%
Nippon India Focused Equity Fund -Growth Plan -Growth Option
3Y Returns13.76%
PGIM India Liquid Fund - Growth
3Y Returns6.8%
Canara Robeco Liquid Fund - Regular Plan - Growth Option
3Y Returns6.86%
SBI Conservative Hybrid Fund - Regular Plan - Growth
3Y Returns9.92%
Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option
3Y Returns8.23%
