Kotak Balanced Advantage Fund vs HSBC Balanced Advantage Fund compare

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Kotak Balanced Advantage Fund -Regular Plan - Growth Option

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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)	₹17343 Cr	₹1526 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

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	HSBC Balanced Advantage Fund - Regular Growth
1 Month	1.72%	1.38%
6 Month	3.62%	0.39%
1 Year	6.91%	5.16%
3 Year	14.31%	13.48%
5 Year	13.47%	11.14%

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	HSBC Balanced Advantage Fund - Regular Growth
6 Month	6.4%	4.43%
1 Year	11.03%	6.6%
3 Year	13.22%	12.16%
5 Year	12.12%	10.88%

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	HSBC Balanced Advantage Fund - Regular Growth
1 Year	11.85%	8.49%
3 Year	11.38%	9.16%
5 Year	11.87%	9.69%

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	HSBC Balanced Advantage Fund - Regular Growth
Standard Deviation	7.26%	6.75%
Sharp	1.02%	0.96%
Beta	-	-
Alpha	-	-

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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

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	HSBC Balanced Advantage Fund - Regular Growth
Others	31.23	34.98
Large Cap	52.58	35.51
Mid Cap	10.28	12.01
Small Cap	5.91	17.5

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	HSBC Balanced Advantage Fund - Regular Growth
Others	100	34.7
Energy	-	2.98
Technology	-	8.81
Financial Services	-	21.09
Industrials	-	7.87
Healthcare	-	6.65
Basic Materials	-	1.87
Real Estate	-	2.71
Consumer Defensive	-	2.37
Utilities	-	3.73
Consumer Cyclical	-	7.2