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Kotak Balanced Advantage Fund vs PGIM India Balanced Advantage Fund compare
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
PGIM India Balanced Advantage Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Fund | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | PGIM India Balanced Advantage Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹17874 Cr | ₹953 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 03 Aug 2018 | 04 Feb 2021 |
| Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 Hybrid Composite debt 50:50 Index | CRISIL Hybrid 50+50 Moderate TRI |
| Turn Over | 285.96% | % |
| Expense Ratio | 1.66 | 2.18 |
| Manager | Harsha Upadhyaya | Puneet Pal |
| ISIN Code | INF174KA1186 | INF663L01V72 |
| 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 | PGIM India Balanced Advantage Fund - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Month | 0.67% | 0.9% |
| 6 Month | 2.86% | 2.62% |
| 1 Year | 3.97% | 3.92% |
| 3 Year | 11.62% | 9.73% |
| 5 Year | 11.03% | - |
SIP Return Analysis
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.18% | 1.79% |
| 1 Year | 10.45% | 10.46% |
| 3 Year | 10.85% | 9.58% |
| 5 Year | 10.74% | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 10.94% | 8.5% |
| 3 Year | 11.54% | 9.78% |
| 5 Year | 11.93% | - |
Risk Management
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 7.06% | 8.28% |
| Sharp | 0.72% | 0.42% |
| Beta | 0.98% | 1.13% |
| Alpha | 0.07% | -2.22% |
Fund Managers
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Name | Harsha Upadhyaya | Puneet Pal |
| Total AUM | ₹139411 Cr | ₹20950 Cr |
| Funds Managed | 11 | 19 |
| Kotak Balanced Advantage Fund -Regular Plan - Growth Option | PGIM India Balanced Advantage Fund - Regular Growth |
Market Cap
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 34.42 | 35.07 |
| Large Cap | 48.86 | 46.36 |
| Mid Cap | 10.13 | 14.55 |
| Small Cap | 6.59 | 4.02 |
Sector Allocation
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 31.08 | 32.83 |
| Communication Services | 3.04 | 2.37 |
| Energy | 5.75 | 6.11 |
| Industrials | 8.09 | 9.25 |
| Technology | 6.76 | 5.85 |
| Basic Materials | 6.3 | 2.99 |
| Healthcare | 3.65 | 5.58 |
| Financial Services | 18.97 | 20.56 |
| Consumer Defensive | 3.61 | 4.5 |
| Consumer Cyclical | 8.69 | 8.16 |
| Real Estate | 1.68 | 0.59 |
| Utilities | 2.38 | 1.2 |
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