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 | Very High | Very High |
Asset Size (Cr) | ₹7267 Cr | ₹16986 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 | -3.3% | -2.77% |
6 Month | 5.92% | 6.03% |
1 Year | 18.59% | 17.57% |
3 Year | 10.38% | 10.25% |
5 Year | 12.37% | 11.79% |
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 | 14.17% | 15% |
3 Year | 14.84% | 14.6% |
5 Year | 14.06% | 13.53% |
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 | 0.6% | 0.94% |
Beta | 0.92% | 0.76% |
Alpha | 2.01% | 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 | 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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