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UTI vs Kotak Balanced Advantage Fund compare
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
UTI Balanced Advantage Fund - Regular (G)
Chart Comparison
Overview
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| Fund | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | UTI Balanced Advantage Fund - Regular (G) |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹17339 Cr | ₹3000 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 03 Aug 2018 | 10 Aug 2023 |
| 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% | % |
| Expense Ratio | 1.66 | 1.96 |
| Manager | Harsha Upadhyaya | Sachin Trivedi |
| ISIN Code | INF174KA1186 | INF789F1AYT7 |
| 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 | UTI 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 | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| 1 Month | 1.53% | 2.18% |
| 6 Month | 9.68% | 9.02% |
| 1 Year | 2.24% | 4.27% |
| 3 Year | 11.16% | - |
| 5 Year | 11.94% | - |
SIP Return Analysis
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| 6 Month | 1.99% | 2.45% |
| 1 Year | 7.93% | 9.15% |
| 3 Year | 11.25% | - |
| 5 Year | 10.89% | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| 1 Year | 11.55% | 10.61% |
| 3 Year | 11.46% | - |
| 5 Year | 12.04% | - |
Risk Management
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| Standard Deviation | 7.17% | - |
| Sharp | 0.57% | - |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| Name | Harsha Upadhyaya | Sachin Trivedi |
| Total AUM | ₹139411 Cr | ₹7301 Cr |
| Funds Managed | 11 | 3 |
| Kotak Balanced Advantage Fund -Regular Plan - Growth Option | UTI Balanced Advantage Fund - Regular (G) |
Market Cap
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| Others | 34.78 | 35.25 |
| Large Cap | 49.02 | 55.52 |
| Mid Cap | 10.37 | 5.06 |
| Small Cap | 5.84 | 4.17 |
Sector Allocation
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| Others | 31.98 | 31.78 |
| Communication Services | 2.91 | 4.48 |
| Energy | 5.48 | 4.59 |
| Industrials | 8.66 | 4.49 |
| Technology | 6.74 | 7.08 |
| Basic Materials | 6.56 | 4.19 |
| Healthcare | 3.69 | 3.5 |
| Financial Services | 17.72 | 25.52 |
| Consumer Defensive | 4.03 | 5.39 |
| Real Estate | 1.6 | - |
| Utilities | 2.45 | 1.6 |
| Consumer Cyclical | 8.18 | 7.37 |
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