Axis Balanced Advantage Fund vs Kotak Balanced Advantage Fund compare

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

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tortoise-icon Axis Balanced Advantage Fund - Regular Plan - Growth

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Chart Comparison

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

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) ₹16986 Cr ₹2323 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 05 Jul 2018 07 Aug 2017
Category Dynamic Asset Allocation Dynamic Asset Allocation
Fund Type 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 2.03
Manager Harsha Upadhyaya Hardik Shah
ISIN Code INF174KA1186 INF846K01A52
Exits Load Exit load for units in excess of 8% of the investment,1% will be charged for redemption within 365 days/365 Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365

Trailing Lumpsum Returns

Scheme Name Kotak Balanced Advantage Fund -Regular Plan - Growth Option Axis Balanced Advantage Fund - Regular Plan - Growth
1 Month 1.11% 1.45%
6 Month 12.82% 14.11%
1 Year 22.94% 30.3%
3 Year 12.21% 13.03%
5 Year 13.62% 13.14%

SIP Return Analysis

Scheme Name Kotak Balanced Advantage Fund -Regular Plan - Growth Option Axis Balanced Advantage Fund - Regular Plan - Growth
6 Month - -
1 Year 9.53% 12.57%
3 Year 22.25% 26.75%
5 Year 38.84% 41.86%

Rolling Lumpsum Returns

Scheme Name Kotak Balanced Advantage Fund -Regular Plan - Growth Option Axis Balanced Advantage Fund - Regular Plan - Growth
1 Year 11.89% 7.55%
3 Year 11.49% 9.68%
5 Year 11.72% 8.02%

Risk Management

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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Fund Managers

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

Market Cap

Scheme Name

Kotak Balanced Advantage Fund -Regular Plan - Growth Option

Axis Balanced Advantage Fund - Regular Plan - Growth

Others 38.48 35.88
Large Cap 33.63 51.36
Small Cap 1.77 5.34
Mid Cap 6.83 7.43

Sector Allocation

Scheme Name

Kotak Balanced Advantage Fund -Regular Plan - Growth Option

Axis Balanced Advantage Fund - Regular Plan - Growth

Others 22.67 9.94
Consumer Staples 3.11 3.53
Metals & Mining 2.47 1.01
Services 1.25 1.28
Healthcare 1.44 5.51
Energy 4.3 7.6
Financial 18.22 28.95
Materials 0.41 1.96
Automobile 3.32 6.85
Communication 0.49 4.05
Sovereign 15.91 11.61
Technology 2.34 4.95
Construction 2.02 3.68
Chemicals 0.83 2.54
Capital Goods 1.46 4.12
Consumer Discretionary 0.47 -
Insurance - 2.43

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