Aditya Birla Sun Life Balanced Advantage Fund vs Kotak Balanced Advantage Fund compare
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
Invest NowKotak Balanced Advantage Fund -Regular Plan - Growth Option
Invest NowChart Comparison
Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
---|---|---|
Fund | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | High | Very High |
Asset Size (Cr) | ₹7427 Cr | ₹16752 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹1000 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 23 May 2000 | 03 Aug 2018 |
Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Hybrid 50+50 Moderate TRI | NIFTY 50 Hybrid Composite debt 50:50 Index |
Turn Over | 240% | 285.96% |
Expense Ratio | 1.8 | 1.65 |
Manager | Lovelish Solanki | Harsha Upadhyaya |
ISIN Code | INF084M01AB8 | INF174KA1186 |
Exits Load | Aditya Birla Sun Life Balanced Advantage Fund - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./365 | Kotak Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
---|---|---|
1 Month | 0.58% | 1.92% |
6 Month | 2.79% | 4.83% |
1 Year | 14.19% | 15.23% |
3 Year | 11.41% | 11.47% |
5 Year | 12.49% | 12.11% |
Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | 9.57% | 12.55% |
3 Year | 13.95% | 14.4% |
5 Year | 13.62% | 13.5% |
Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
---|---|---|
1 Year | 11.31% | 12.19% |
3 Year | 11.5% | 11.44% |
5 Year | 11.04% | 11.76% |
Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 6.2% | 5.45% |
Sharp | 0.68% | 0.94% |
Beta | 0.91% | 0.76% |
Alpha | 2.11% | 2.13% |
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Get Free Experts GuidanceScheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
---|---|---|
Name | Lovelish Solanki | Harsha Upadhyaya |
Total AUM | ₹14756 Cr | ₹139411 Cr |
Fund Manage | 2 | 11 |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
---|---|---|
Others | -0.81 | 38.48 |
Large Cap | 56.11 | 33.63 |
Mid Cap | 9.42 | 6.83 |
Small Cap | 7.86 | 1.77 |
Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
---|---|---|
Others | -0.81 | 22.67 |
Telecom - Services | 2.73 | - |
Petroleum Products | 4.63 | - |
Electrical Equipment | 1.36 | - |
IT - Software | 7.01 | - |
Cement & Cement Products | 1.46 | - |
Personal Products | 1.71 | - |
Construction | 2.62 | 2.02 |
Banks | 13.5 | - |
Diversified FMCG | 2.84 | - |
Pharmaceuticals & Biotechnology | 3.26 | - |
Non - Ferrous Metals | 1.31 | - |
Realty | 2.93 | - |
Healthcare Services | 1.27 | - |
Aerospace & Defense | 0.44 | - |
Auto Components | 2.51 | - |
Ferrous Metals | 0.78 | - |
Automobiles | 2.73 | - |
Finance | 4.47 | - |
Insurance | 1.24 | - |
Industrial Products | 0.47 | - |
Consumer Durables | 1.89 | - |
Transport Infrastructure | 2.27 | - |
Retailing | 1.47 | - |
Diversified Metals | 0.28 | - |
Oil | 0.66 | - |
Power | 3.16 | - |
Fertilizers & Agrochemicals | 0.3 | - |
Metals & Minerals Trading | 0.46 | - |
Consumable Fuels | 0.94 | - |
Minerals & Mining | 0.46 | - |
Transport Services | 0.68 | - |
Chemicals & Petrochemicals | 0.44 | - |
Leisure Services | 0.31 | - |
Beverages | 0.8 | - |
Consumer Staples | - | 3.11 |
Metals & Mining | - | 2.47 |
Services | - | 1.25 |
Healthcare | - | 1.44 |
Energy | - | 4.3 |
Financial | - | 18.22 |
Materials | - | 0.41 |
Automobile | - | 3.32 |
Communication | - | 0.49 |
Sovereign | - | 15.91 |
Technology | - | 2.34 |
Chemicals | - | 0.83 |
Capital Goods | - | 1.46 |
Consumer Discretionary | - | 0.47 |
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