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SBI Balanced Advantage Fund 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 SBI Balanced Advantage 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 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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