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Kotak Balanced Advantage Fund vs HSBC Balanced Advantage Fund compare

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

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tortoise-icon HSBC 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 HSBC Balanced Advantage Fund - Regular Growth
Fund Kotak Balanced Advantage Fund -Regular Plan - Growth Option HSBC Balanced Advantage Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Moderately High
Asset Size (Cr) ₹16649 Cr ₹1504 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 03 Aug 2018 07 Feb 2011
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% 49%
Expense Ratio 1.66 2.11
Manager Harsha Upadhyaya Mahesh A Chhabria
ISIN Code INF174KA1186 INF917K01KY4
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 HSBC 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 HSBC Balanced Advantage Fund - Regular Growth
1 Month 2.85% 1.82%
6 Month 1.12% -0.53%
1 Year 9.98% 6.83%
3 Year 11.81% 11.02%
5 Year 14.34% 11.47%

SIP Return Analysis

Scheme Name Kotak Balanced Advantage Fund -Regular Plan - Growth Option HSBC Balanced Advantage Fund - Regular Growth
6 Month 2.11% 0.95%
1 Year 3.39% 1.73%
3 Year 11.94% 11.6%
5 Year 11.48% 10.46%

Rolling Lumpsum Returns

Scheme Name Kotak Balanced Advantage Fund -Regular Plan - Growth Option HSBC Balanced Advantage Fund - Regular Growth
1 Year 12.38% 8.61%
3 Year 11.42% 9.03%
5 Year 11.8% 9.29%

Risk Management

Scheme Name Kotak Balanced Advantage Fund -Regular Plan - Growth Option HSBC Balanced Advantage Fund - Regular Growth
Standard Deviation 7.209% 6.954%
Sharp 0.403% 0.453%
Beta - -
Alpha - -

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Fund Managers

Scheme Name Kotak Balanced Advantage Fund -Regular Plan - Growth Option HSBC Balanced Advantage Fund - Regular Growth
Name Harsha Upadhyaya Mahesh A Chhabria
Total AUM ₹139411 Cr ₹15021 Cr
Funds Managed 11 9
Kotak Balanced Advantage Fund -Regular Plan - Growth Option HSBC Balanced Advantage Fund - Regular Growth

Market Cap

Scheme Name

Kotak Balanced Advantage Fund -Regular Plan - Growth Option

HSBC Balanced Advantage Fund - Regular Growth

Others 33.82 34.98
Large Cap 50.18 35.51
Mid Cap 10.11 12.01
Small Cap 5.89 17.5

Sector Allocation

Scheme Name

Kotak Balanced Advantage Fund -Regular Plan - Growth Option

HSBC Balanced Advantage Fund - Regular Growth

Others 32.99 34.7
Communication Services 2.42 -
Energy 4.49 2.98
Industrials 8.3 7.87
Technology 9.8 8.81
Healthcare 3.72 6.65
Financial Services 15.04 21.09
Consumer Defensive 4.48 2.37
Basic Materials 6.4 1.87
Real Estate 1.74 2.71
Utilities 2.61 3.73
Consumer Cyclical 8.03 7.2

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