SBI Balanced Advantage Fund vs Kotak Balanced Advantage Fund compare

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Kotak Balanced Advantage Fund -Regular Plan - Growth Option

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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)	₹17343 Cr	₹35566 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

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	SBI Balanced Advantage Fund Regular Growth
1 Month	1.72%	2.05%
6 Month	3.62%	5.78%
1 Year	6.91%	7.7%
3 Year	14.31%	16.06%
5 Year	13.47%	-

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	SBI Balanced Advantage Fund Regular Growth
6 Month	6.4%	6.14%
1 Year	11.03%	12.12%
3 Year	13.22%	14.6%
5 Year	12.12%	-

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	SBI Balanced Advantage Fund Regular Growth
1 Year	11.85%	14.92%
3 Year	11.38%	12.94%
5 Year	11.87%	-

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	SBI Balanced Advantage Fund Regular Growth
Standard Deviation	7.26%	6.10%
Sharp	1.02%	1.44%
Beta	-	-
Alpha	-	-

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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

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	SBI Balanced Advantage Fund Regular Growth
Others	31.23	31.52
Large Cap	52.58	57.56
Mid Cap	10.28	7.51
Small Cap	5.91	3.41

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	SBI Balanced Advantage Fund Regular Growth
Others	100	29.41
Energy	-	9.47
Technology	-	5.28
Basic Materials	-	3.57
Consumer Defensive	-	4.72
Industrials	-	6.11
Financial Services	-	18.25
Real Estate	-	3.09
Healthcare	-	3.63
Consumer Cyclical	-	5.77
Communication Services	-	3.49
Utilities	-	7.2