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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) | ₹17678 Cr | ₹995 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 | -1.65% | -2.12% |
| 6 Month | 4.66% | 5.91% |
| 1 Year | 3.34% | 2.35% |
| 3 Year | 11.96% | 10.13% |
| 5 Year | 12.35% | - |
SIP Return Analysis
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | 3.24% | 3.67% |
| 1 Year | 5.91% | 6.18% |
| 3 Year | 11.4% | 9.95% |
| 5 Year | 11.04% | - |
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 | 7.26% | 8.98% |
| Sharp | 1.02% | 0.76% |
| Beta | - | - |
| Alpha | - | - |
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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 | 32.1 | 30.38 |
| Large Cap | 50.58 | 51.37 |
| Mid Cap | 11.46 | 13.93 |
| Small Cap | 5.86 | 4.33 |
Sector Allocation
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 29.3 | 27.14 |
| Communication Services | 3.21 | 3.32 |
| Energy | 5.76 | 6.77 |
| Industrials | 9.8 | 9.05 |
| Technology | 7.95 | 7.16 |
| Basic Materials | 7.06 | 4.57 |
| Healthcare | 3.7 | 5.45 |
| Financial Services | 16.5 | 22.7 |
| Consumer Defensive | 3.96 | 5.01 |
| Real Estate | 1.83 | - |
| Utilities | 2.58 | 1.26 |
| Consumer Cyclical | 8.34 | 7.58 |
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