Aditya Birla Sun Life Balanced Advantage Fund vs Kotak Balanced Advantage Fund compare
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
Chart 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 | Very High | Very High |
| Asset Size (Cr) | ₹7267 Cr | ₹16348 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹1000 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 25 Apr 2000 | 05 Jul 2018 |
| Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
| Fund Type | Open Ended | |
| Benchmark | CRISIL Hybrid 50+50 Moderate TRI | NIFTY 50 Hybrid Composite debt 50:50 Index |
| Turn Over | 240% | 285.96% |
| Expense Ratio | 1.79 | 1.65 |
| Manager | Lovelish Solanki | Harsha Upadhyaya |
| ISIN Code | INF084M01AB8 | INF174KA1186 |
| Exits Load | Exit load of 0.25%, if redeemed within 7 days./365 | Exit load for units in excess of 8% of the investment,1% will be charged for redemption within 365 days/365 |
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 2.79% | 1.11% |
| 6 Month | 15.44% | 12.82% |
| 1 Year | 22.4% | 22.94% |
| 3 Year | 12.05% | 12.21% |
| 5 Year | 14.72% | 13.62% |
| 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 | 10.37% | 9.53% |
| 3 Year | 23.8% | 22.25% |
| 5 Year | 42.23% | 38.84% |
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.79% | 12.91% |
| 3 Year | 32.93% | 30.76% |
| 5 Year | 45.24% | 41.99% |
| 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 | 0.78% | 0.94% |
| Beta | 0.89% | 0.76% |
| Alpha | 2.26% | 2.13% |
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| Scheme 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 | 23.54 | 38.48 |
| Large Cap | 47.16 | 33.63 |
| Mid Cap | 7.19 | 6.83 |
| Small Cap | 3.17 | 1.77 |
| Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
|---|---|---|
| Others | 18.04 | 22.67 |
| Capital Goods | 1.95 | 1.46 |
| Financial | 19.29 | 18.22 |
| Consumer Staples | 5.1 | 3.11 |
| Automobile | 4.27 | 3.32 |
| Materials | 2.42 | 0.41 |
| Healthcare | 2.88 | 1.44 |
| Energy | 6.43 | 4.3 |
| Consumer Discretionary | 1.45 | 0.47 |
| Metals & Mining | 1.68 | 2.47 |
| Technology | 4.01 | 2.34 |
| Communication | 4.11 | 0.49 |
| Services | 0.28 | 1.25 |
| Construction | 2.06 | 2.02 |
| Sovereign | 6.39 | 15.91 |
| Chemicals | 0.25 | 0.83 |
| Diversified | 0.45 | - |
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