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PGIM India Balanced Advantage Fund vs Kotak 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) | ₹17852 Cr | ₹929 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 | -1.08% | -2.13% |
| 6 Month | 0.87% | -1.5% |
| 1 Year | 6.92% | 5.95% |
| 3 Year | 11.52% | 9.78% |
| 5 Year | 10.17% | - |
SIP Return Analysis
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.42% | 0.6% |
| 1 Year | 8.03% | 6.36% |
| 3 Year | 9.62% | 7.93% |
| 5 Year | 10.15% | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 10.82% | 7.9% |
| 3 Year | 11.57% | 9.87% |
| 5 Year | 11.9% | - |
Risk Management
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 5.45% | 7.82% |
| Sharp | 0.85% | 0.58% |
| Beta | 1.01% | 1.17% |
| Alpha | 0.68% | -1.45% |
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 | 34.92 | 37.4 |
| Large Cap | 47.97 | 46.16 |
| Mid Cap | 11.03 | 13.46 |
| Small Cap | 6.08 | 2.98 |
Sector Allocation
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 29.49 | 34.13 |
| Communication Services | 3.13 | 2.46 |
| Energy | 5.71 | 6.53 |
| Industrials | 7.95 | 7.63 |
| Technology | 8.36 | 6.87 |
| Basic Materials | 6.56 | 2.86 |
| Healthcare | 3.24 | 5.06 |
| Financial Services | 18.27 | 20.53 |
| Consumer Defensive | 3.37 | 4.29 |
| Consumer Cyclical | 9.09 | 7.9 |
| Real Estate | 2.55 | 0.54 |
| Utilities | 2.28 | 1.2 |
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