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Quant Dynamic Asset Allocation Fund Regular vs Kotak Balanced Advantage Fund compare

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tortoise-icon Kotak Balanced Advantage Fund -Regular Plan - Growth Option

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tortoise-icon Quant Dynamic Asset Allocation 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 Quant Dynamic Asset Allocation Fund Regular - Growth
Fund Kotak Balanced Advantage Fund -Regular Plan - Growth Option Quant Dynamic Asset Allocation Fund Regular - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹17537 Cr ₹1274 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 03 Aug 2018 12 Apr 2023
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 Index
Turn Over 285.96% %
Expense Ratio 1.66 2.12
Manager Harsha Upadhyaya Sanjeev Sharma
ISIN Code INF174KA1186 INF966L01BO9
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 Quant Dynamic Asset Allocation Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Kotak Balanced Advantage Fund -Regular Plan - Growth Option Quant Dynamic Asset Allocation Fund Regular - Growth
1 Month -1.4% -1.65%
6 Month 7.08% 10.46%
1 Year 4.73% -3.31%
3 Year 11.32% -
5 Year 12% -

SIP Return Analysis

Scheme Name Kotak Balanced Advantage Fund -Regular Plan - Growth Option Quant Dynamic Asset Allocation Fund Regular - Growth
6 Month 2% 2.72%
1 Year 5.29% 4.07%
3 Year 10.95% -
5 Year 10.77% -

Rolling Lumpsum Returns

Scheme Name Kotak Balanced Advantage Fund -Regular Plan - Growth Option Quant Dynamic Asset Allocation Fund Regular - Growth
1 Year 11.55% 30.29%
3 Year 11.46% -
5 Year 12.04% -

Risk Management

Scheme Name Kotak Balanced Advantage Fund -Regular Plan - Growth Option Quant Dynamic Asset Allocation Fund Regular - Growth
Standard Deviation 7.10% -
Sharp 0.78% -
Beta - -
Alpha - -

Fund Managers

Scheme Name Kotak Balanced Advantage Fund -Regular Plan - Growth Option Quant Dynamic Asset Allocation Fund Regular - Growth
Name Harsha Upadhyaya Sanjeev Sharma
Total AUM ₹139411 Cr ₹39731 Cr
Funds Managed 11 22
Kotak Balanced Advantage Fund -Regular Plan - Growth Option Quant Dynamic Asset Allocation Fund Regular - Growth

Market Cap

Scheme Name

Kotak Balanced Advantage Fund -Regular Plan - Growth Option

Quant Dynamic Asset Allocation Fund Regular - Growth

Others 34.78 32.13
Large Cap 49.02 58.03
Mid Cap 10.37 4.71
Small Cap 5.84 5.12

Sector Allocation

Scheme Name

Kotak Balanced Advantage Fund -Regular Plan - Growth Option

Quant Dynamic Asset Allocation Fund Regular - Growth

Others 31.98 28.04
Communication Services 2.91 -
Energy 5.48 -
Industrials 8.66 2.75
Technology 6.74 -
Basic Materials 6.56 -
Healthcare 3.69 8.56
Financial Services 17.72 28.06
Consumer Defensive 4.03 7.29
Real Estate 1.6 2.93
Utilities 2.45 8.77
Consumer Cyclical 8.18 13.6

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