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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 | ₹37457 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 | 0.43% | 0.67% |
| 6 Month | 8.13% | 6.95% |
| 1 Year | 2.7% | 3.86% |
| 3 Year | 12.32% | 14.1% |
| 5 Year | 11.62% | - |
SIP Return Analysis
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| 6 Month | 1.35% | 1.34% |
| 1 Year | 8.9% | 8.75% |
| 3 Year | 11.11% | 11.77% |
| 5 Year | 10.83% | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| 1 Year | 11.32% | 13.41% |
| 3 Year | 11.45% | 13.32% |
| 5 Year | 12.01% | - |
Risk Management
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| Standard Deviation | 7.03% | 6.14% |
| Sharp | 0.69% | 1.09% |
| 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 | 35.58 | 34.71 |
| Large Cap | 48.68 | 54.71 |
| Mid Cap | 9.82 | 7.34 |
| Small Cap | 5.92 | 3.23 |
Sector Allocation
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| Others | 32.77 | 31.47 |
| Communication Services | 2.87 | 3.23 |
| Energy | 5.37 | 8.81 |
| Industrials | 7.99 | 5.38 |
| Technology | 6.94 | 4.53 |
| Basic Materials | 6.27 | 4.77 |
| Healthcare | 3.67 | 3.53 |
| Financial Services | 17.34 | 17.09 |
| Consumer Defensive | 4.18 | 4.47 |
| Real Estate | 1.56 | 4.03 |
| Utilities | 2.37 | 5.82 |
| Consumer Cyclical | 8.69 | 6.85 |
Top Comparisons
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3Y Returns18.09%
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