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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) | ₹17475 Cr | ₹3067 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 | 1.9% | 2.17% |
| 6 Month | 4.99% | 4.8% |
| 1 Year | 6.59% | 7.49% |
| 3 Year | 12.12% | - |
| 5 Year | 12.06% | - |
SIP Return Analysis
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| 6 Month | 0.36% | 0.51% |
| 1 Year | 6.07% | 6.13% |
| 3 Year | 9.96% | - |
| 5 Year | 10.18% | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| 1 Year | 11.32% | 10.2% |
| 3 Year | 11.45% | - |
| 5 Year | 12.01% | - |
Risk Management
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| Standard Deviation | 7.06% | - |
| Sharp | 0.72% | - |
| Beta | 0.98% | - |
| Alpha | 0.07% | - |
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 | 35.3 | 34.81 |
| Large Cap | 48.26 | 57.6 |
| Mid Cap | 9.82 | 4.25 |
| Small Cap | 6.62 | 3.33 |
Sector Allocation
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| Others | 32.34 | 30.78 |
| Communication Services | 2.84 | 5.09 |
| Energy | 5.46 | 4.51 |
| Industrials | 8.01 | 4.73 |
| Technology | 6.46 | 7.32 |
| Basic Materials | 6.39 | 4.1 |
| Healthcare | 3.63 | 3.23 |
| Financial Services | 18.35 | 24.58 |
| Consumer Defensive | 3.59 | 5.02 |
| Consumer Cyclical | 8.85 | 9.3 |
| Real Estate | 1.57 | - |
| Utilities | 2.52 | 1.34 |
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