Axis Balanced Advantage Fund vs Kotak Balanced Advantage Fund compare

Link copied to clipboard!

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

Invest Now

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

Invest Now

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 -2.77% -2.49%
6 Month 6.03% 8.47%
1 Year 17.57% 24.95%
3 Year 10.25% 11.13%
5 Year 11.79% 12.11%

SIP Return Analysis

Scheme Name Kotak Balanced Advantage Fund -Regular Plan - Growth Option Axis Balanced Advantage Fund - Regular Plan - Growth
6 Month - -
1 Year 15% 20.18%
3 Year 14.6% 18.08%
5 Year 13.53% 15.14%

Rolling Lumpsum Returns

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%

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Top Comparisons

Aditya Birla Sun Life Frontline Equity Fund-Growth Aditya Birla Sun Life Frontline Equity Fund-Growth

3Y Returns12.27%

VS

Edelweiss Large Cap Fund - Regular Plan - Growth Option Edelweiss Large Cap Fund - Regular Plan - Growth Option

3Y Returns12.76%

Compare Now

Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth

3Y Returns10.53%

VS

HSBC Aggressive Hybrid Fund - Regular Growth HSBC Aggressive Hybrid Fund - Regular Growth

3Y Returns12.26%

Compare Now

Kotak Dynamic Bond Fund Regular Plan Growth Kotak Dynamic Bond Fund Regular Plan Growth

3Y Returns5.8%

VS

Canara Robeco Dynamic Bond Fund - Regular Plan - Growth Option Canara Robeco Dynamic Bond Fund - Regular Plan - Growth Option

3Y Returns4.99%

Compare Now

Canara Robeco Banking and PSU Debt Fund- Regular Plan- Growth Option Canara Robeco Banking and PSU Debt Fund- Regular Plan- Growth Option

3Y Returns0%

VS

UTI Banking & PSU Fund- Regular Plan - Growth Option UTI Banking & PSU Fund- Regular Plan - Growth Option

3Y Returns8.04%

Compare Now
Request call back
Add to Cart Successfully