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) | ₹17537 Cr | ₹965 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 | -1.37% | -1.5% |
6 Month | 9.14% | 10.12% |
1 Year | 1.34% | 0.53% |
3 Year | 11.3% | 9.45% |
5 Year | 11.52% | - |
SIP Return Analysis
Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | PGIM India Balanced Advantage Fund - Regular Growth |
---|---|---|
6 Month | -0.01% | 0.52% |
1 Year | 3.35% | 4.44% |
3 Year | 10.17% | 9.03% |
5 Year | 10.34% | - |
Rolling Lumpsum Returns
Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | PGIM India Balanced Advantage Fund - Regular Growth |
---|---|---|
1 Year | 11.55% | 8.78% |
3 Year | 11.46% | 9.82% |
5 Year | 12.04% | - |
Risk Management
Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | PGIM India Balanced Advantage Fund - Regular Growth |
---|---|---|
Standard Deviation | 7.10% | 8.46% |
Sharp | 0.78% | 0.48% |
Beta | - | - |
Alpha | - | - |
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 | 34.78 | 30.18 |
Large Cap | 49.02 | 50.59 |
Mid Cap | 10.37 | 15.29 |
Small Cap | 5.84 | 3.94 |
Sector Allocation
Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
PGIM India Balanced Advantage Fund - Regular Growth |
---|---|---|
Others | 31.98 | 28.48 |
Communication Services | 2.91 | 2.51 |
Energy | 5.48 | 6.23 |
Industrials | 8.66 | 10.21 |
Technology | 6.74 | 6.92 |
Basic Materials | 6.56 | 3.2 |
Healthcare | 3.69 | 5.57 |
Financial Services | 17.72 | 21.97 |
Consumer Defensive | 4.03 | 5.32 |
Real Estate | 1.6 | 0.55 |
Utilities | 2.45 | 1.23 |
Consumer Cyclical | 8.18 | 7.82 |
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