SBI Balanced Advantage Fund vs Kotak Balanced Advantage Fund compare
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
SBI Balanced Advantage Fund Regular Growth
Chart Comparison
Overview
Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | SBI Balanced Advantage Fund Regular Growth |
---|---|---|
Fund | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | SBI Balanced Advantage Fund Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Moderately High |
Asset Size (Cr) | ₹16649 Cr | ₹33309 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 03 Aug 2018 | 31 Aug 2021 |
Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 Hybrid Composite debt 50:50 Index | NIFTY 50 Hybrid Composite debt 50:50 Index |
Turn Over | 285.96% | 39.82% |
Expense Ratio | 1.66 | 1.57 |
Manager | Harsha Upadhyaya | Pradeep Kesavan |
ISIN Code | INF174KA1186 | INF200KA1Y40 |
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 | SBI Balanced Advantage Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | SBI Balanced Advantage Fund Regular Growth |
---|---|---|
1 Month | 4.76% | 3.78% |
6 Month | 0.31% | 0.99% |
1 Year | 10.23% | 7.8% |
3 Year | 12.46% | 13.98% |
5 Year | 15.14% | - |
SIP Return Analysis
Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | SBI Balanced Advantage Fund Regular Growth |
---|---|---|
6 Month | 1.96% | 2.33% |
1 Year | 3.07% | 3.91% |
3 Year | 11.33% | 12.86% |
5 Year | 11.02% | - |
Rolling Lumpsum Returns
Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | SBI Balanced Advantage Fund Regular Growth |
---|---|---|
1 Year | 12.38% | 16.39% |
3 Year | 11.42% | 13.05% |
5 Year | 11.8% | - |
Risk Management
Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | SBI Balanced Advantage Fund Regular Growth |
---|---|---|
Standard Deviation | 7.209% | 6.125% |
Sharp | 0.403% | 0.986% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | SBI Balanced Advantage Fund Regular Growth |
---|---|---|
Name | Harsha Upadhyaya | Pradeep Kesavan |
Total AUM | ₹139411 Cr | ₹434274 Cr |
Funds Managed | 11 | 43 |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option | SBI Balanced Advantage Fund Regular Growth |
Market Cap
Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
SBI Balanced Advantage Fund Regular Growth |
---|---|---|
Others | 33.82 | 33.72 |
Large Cap | 50.18 | 54.7 |
Mid Cap | 10.11 | 8.37 |
Small Cap | 5.89 | 3.22 |
Sector Allocation
Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
SBI Balanced Advantage Fund Regular Growth |
---|---|---|
Others | 32.99 | 32.99 |
Communication Services | 2.42 | 3.6 |
Energy | 4.49 | 9.02 |
Industrials | 8.3 | 6.47 |
Technology | 9.8 | 6.96 |
Healthcare | 3.72 | 4.19 |
Financial Services | 15.04 | 16.32 |
Consumer Defensive | 4.48 | 2.74 |
Basic Materials | 6.4 | 3.21 |
Real Estate | 1.74 | 1.32 |
Utilities | 2.61 | 7.63 |
Consumer Cyclical | 8.03 | 5.56 |
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