Axis Balanced Advantage Fund vs Kotak Balanced Advantage Fund compare

Kotak Balanced Advantage Fund -Regular Plan - Growth Option

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Axis Balanced Advantage Fund - Regular Plan - Growth

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Overview

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Axis Balanced Advantage Fund - Regular Plan - Growth
Fund	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Axis Balanced Advantage Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹16752 Cr	₹2547 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	03 Aug 2018	01 Aug 2017
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%	24%
Expense Ratio	1.65	2.01
Manager	Harsha Upadhyaya	Hardik Shah
ISIN Code	INF174KA1186	INF846K01A52
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	Axis Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Axis Balanced Advantage Fund - Regular Plan - Growth
1 Month	1.92%	1.2%
6 Month	4.83%	5.36%
1 Year	15.23%	18.86%
3 Year	11.47%	12.26%
5 Year	12.11%	12.28%

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Axis Balanced Advantage Fund - Regular Plan - Growth
6 Month	-	-
1 Year	12.55%	14.35%
3 Year	14.4%	17.2%
5 Year	13.5%	14.68%

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Axis Balanced Advantage Fund - Regular Plan - Growth
1 Year	12.19%	7.63%
3 Year	11.44%	9.65%
5 Year	11.76%	8.02%

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Axis Balanced Advantage Fund - Regular Plan - Growth
Standard Deviation	5.45%	7.39%
Sharp	0.94%	0.89%
Beta	0.76%	0.98%
Alpha	2.13%	2.31%

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Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Axis Balanced Advantage Fund - Regular Plan - Growth
Name	Harsha Upadhyaya	Hardik Shah
Total AUM	₹139411 Cr	₹0 Cr
Fund Manage	11	12
	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Axis Balanced Advantage Fund - Regular Plan - Growth

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Axis Balanced Advantage Fund - Regular Plan - Growth
Others	38.48	18.35
Large Cap	33.63	53.62
Small Cap	1.77	6.52
Mid Cap	6.83	8.15

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Axis Balanced Advantage Fund - Regular Plan - Growth
Others	22.67	18.35
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	-
Construction	2.02	2.97
Chemicals	0.83	-
Capital Goods	1.46	-
Consumer Discretionary	0.47	-
Petroleum Products	-	4.54
IT - Software	-	6.38
Cement & Cement Products	-	1.08
Personal Products	-	0.77
Capital Markets	-	0.02
Healthcare Services	-	1.63
Banks	-	14.48
Diversified FMCG	-	0.66
Non - Ferrous Metals	-	0.77
Pharmaceuticals & Biotechnology	-	4.91
Aerospace & Defense	-	0.99
Auto Components	-	0.45
Electrical Equipment	-	0.79
Automobiles	-	5.31
Ferrous Metals	-	0.19
Finance	-	4.42
Insurance	-	2.9
Gas	-	0.14
IT - Services	-	0.08
Agricultural Food & other Products	-	0.64
Diversified Metals	-	0.46
Oil	-	0.54
Food Products	-	0.04
Power	-	2.35
Consumer Durables	-	0.22
Industrial Products	-	0.71
Chemicals & Petrochemicals	-	1.32
Household Products	-	0.73
Telecom - Services	-	2.46
Consumable Fuels	-	0.87
Fertilizers & Agrochemicals	-	0.8
Industrial Manufacturing	-	1.45
Transport Services	-	0.03
Retailing	-	0.65
Leisure Services	-	0.56
Realty	-	0.45
Beverages	-	0.53