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Kotak Balanced Advantage Fund vs HSBC Balanced Advantage Fund compare
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
HSBC Balanced Advantage Fund - Regular Growth
Chart Comparison
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) | ₹17339 Cr | ₹1554 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 | 2.04% | 1.06% |
| 6 Month | 10.48% | 9.16% |
| 1 Year | 3.11% | 2.1% |
| 3 Year | 12.05% | 11.95% |
| 5 Year | 11.95% | 10.07% |
SIP Return Analysis
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.99% | 2.06% |
| 1 Year | 7.93% | 6.93% |
| 3 Year | 11.25% | 11.09% |
| 5 Year | 10.89% | 10.35% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 11.55% | 8.43% |
| 3 Year | 11.46% | 9.25% |
| 5 Year | 12.04% | 9.81% |
Risk Management
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 7.17% | 6.70% |
| Sharp | 0.57% | 0.67% |
| Beta | - | - |
| Alpha | - | - |
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 | 35.58 | 37.09 |
| Large Cap | 48.68 | 46.44 |
| Mid Cap | 9.82 | 6.73 |
| Small Cap | 5.92 | 9.74 |
Sector Allocation
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 32.77 | 34.43 |
| Communication Services | 2.87 | - |
| Energy | 5.37 | 2.18 |
| Industrials | 7.99 | 5.91 |
| Technology | 6.94 | 6.74 |
| Basic Materials | 6.27 | 1.03 |
| Healthcare | 3.67 | 7.36 |
| Financial Services | 17.34 | 24.03 |
| Consumer Defensive | 4.18 | 6.93 |
| Real Estate | 1.56 | 1.84 |
| Utilities | 2.37 | 3.13 |
| Consumer Cyclical | 8.69 | 6.41 |
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