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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) | ₹17339 Cr | ₹36673 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 | 1.53% | 1.12% |
| 6 Month | 9.68% | 7.42% |
| 1 Year | 2.24% | 3.26% |
| 3 Year | 11.16% | 13.02% |
| 5 Year | 11.94% | - |
SIP Return Analysis
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| 6 Month | 1.99% | 1.57% |
| 1 Year | 7.93% | 7.35% |
| 3 Year | 11.25% | 11.85% |
| 5 Year | 10.89% | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| 1 Year | 11.55% | 14.22% |
| 3 Year | 11.46% | 13.24% |
| 5 Year | 12.04% | - |
Risk Management
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| Standard Deviation | 7.17% | 6.28% |
| Sharp | 0.57% | 0.94% |
| Beta | - | - |
| Alpha | - | - |
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 | 34.78 | 33.35 |
| Large Cap | 49.02 | 55.67 |
| Mid Cap | 10.37 | 7.54 |
| Small Cap | 5.84 | 3.44 |
Sector Allocation
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| Others | 31.98 | 30.17 |
| Communication Services | 2.91 | 3.32 |
| Energy | 5.48 | 8.89 |
| Industrials | 8.66 | 5.42 |
| Technology | 6.74 | 4.42 |
| Basic Materials | 6.56 | 5.33 |
| Healthcare | 3.69 | 3.63 |
| Financial Services | 17.72 | 17.42 |
| Consumer Defensive | 4.03 | 4.49 |
| Real Estate | 1.6 | 4.12 |
| Utilities | 2.45 | 6.19 |
| Consumer Cyclical | 8.18 | 6.59 |
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