SBI Balanced Advantage Fund vs Kotak Balanced Advantage Fund compare

SBI Balanced Advantage Fund vs Kotak Balanced Advantage Fund compare

Link copied to clipboard!

Kotak Balanced Advantage Fund -Regular Plan - Growth Option

Invest Now

SBI Balanced Advantage Fund Regular Growth

Invest Now

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	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)	₹17874 Cr	₹39337 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹250
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	-0.02%	0.61%
6 Month	2.56%	4.51%
1 Year	3.77%	7.75%
3 Year	11.56%	13.94%
5 Year	10.79%	-

SIP Return Analysis

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	SBI Balanced Advantage Fund Regular Growth
6 Month	1.6%	3.3%
1 Year	9.76%	13.07%
3 Year	10.56%	12.37%
5 Year	10.56%	-

Rolling Lumpsum Returns

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	SBI Balanced Advantage Fund Regular Growth
1 Year	10.94%	13.41%
3 Year	11.54%	13.32%
5 Year	11.93%	-

Risk Management

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	SBI Balanced Advantage Fund Regular Growth
Standard Deviation	7.05%	6.18%
Sharp	0.68%	1.10%
Beta	0.99%	0.87%
Alpha	0.24%	2.79%

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	34.42	32.27
Large Cap	48.86	56.48
Mid Cap	10.13	7.48
Small Cap	6.59	3.77

Sector Allocation

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	SBI Balanced Advantage Fund Regular Growth
Others	31.08	29.2
Communication Services	3.04	3.54
Energy	5.75	9.36
Industrials	8.09	4.77
Technology	6.76	4.35
Basic Materials	6.3	5.33
Healthcare	3.65	3.46
Financial Services	18.97	19.63
Consumer Defensive	3.61	4.46
Consumer Cyclical	8.69	6.02
Real Estate	1.68	3.82
Utilities	2.38	6.06

Top Comparisons

SBI US Specific Equity Active FoF - Regular Plan - Growth

3Y Returns24.36%

VS

Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth

3Y Returns21.65%

Compare Now

Mirae Asset Banking and Financial Services Fund Regular Growth

3Y Returns16.45%

VS

UTI Banking and Financial Services Fund - Regular Plan - Growth Option

3Y Returns14.89%

Compare Now

Kotak Equity Savings Fund - Regular - Growth

3Y Returns11.41%

VS

DSP Equity Savings Fund - Regular Plan - Growth

3Y Returns10.01%

Compare Now

Franklin India Focused Equity Fund - Growth Plan

3Y Returns14.89%

VS

Bandhan Focused Fund - Regular Plan - Growth

3Y Returns18.06%

Compare Now

Popup Image

Register for Exclusive Access!

OR

Add to Cart Successfully