Aditya Birla Sun Life Balanced Advantage Fund vs Kotak Balanced Advantage Fund compare

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tortoise-icon Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

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tortoise-icon Kotak Balanced Advantage Fund -Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

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

Trailing Lumpsum Returns

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%

SIP Return Analysis

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%

Rolling Lumpsum Returns

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%

Risk Management

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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Fund Managers

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

Market Cap

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

Sector Allocation

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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