BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH vs Kotak Balanced Advantage Fund compare

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tortoise-icon BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH

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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 BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH Kotak Balanced Advantage Fund -Regular Plan - Growth Option
Fund BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH Kotak Balanced Advantage Fund -Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk High Very High
Asset Size (Cr) ₹1115 Cr ₹16986 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 07 Dec 2023 05 Jul 2018
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%
Expense Ratio 2.13 1.65
Manager Siddharth Chaudhary Harsha Upadhyaya
ISIN Code INF0QA701680 INF174KA1186
Exits Load Exit Load for units in excess of 8% of the investment,1% will be charged for redemption within 6 months./365 Exit load for units in excess of 8% of the investment,1% will be charged for redemption within 365 days/365

Trailing Lumpsum Returns

Scheme Name BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH Kotak Balanced Advantage Fund -Regular Plan - Growth Option
1 Month 1.08% 1.11%
6 Month 10.46% 12.82%
1 Year - 22.94%
3 Year - 12.21%
5 Year - 13.62%

SIP Return Analysis

Scheme Name BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH Kotak Balanced Advantage Fund -Regular Plan - Growth Option
6 Month - -
1 Year 4.96% 9.53%
3 Year 4.96% 22.25%
5 Year 4.96% 38.84%

Rolling Lumpsum Returns

Scheme Name BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH Kotak Balanced Advantage Fund -Regular Plan - Growth Option
1 Year - 11.89%
3 Year - 11.49%
5 Year - 11.72%

Risk Management

Scheme Name BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH Kotak Balanced Advantage Fund -Regular Plan - Growth Option
Standard Deviation - 5.45%
Sharp - 0.94%
Beta - 0.76%
Alpha - 2.13%

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Fund Managers

Scheme Name BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH Kotak Balanced Advantage Fund -Regular Plan - Growth Option
Name Siddharth Chaudhary Harsha Upadhyaya
Total AUM ₹7136 Cr ₹139411 Cr
Fund Manage 8 11
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH Kotak Balanced Advantage Fund -Regular Plan - Growth Option

Market Cap

Scheme Name

BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH

Kotak Balanced Advantage Fund -Regular Plan - Growth Option

Others 22.5 38.48
Large Cap 74.19 33.63
Small Cap 1.19 1.77
Mid Cap 2.1 6.83

Sector Allocation

Scheme Name

BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH

Kotak Balanced Advantage Fund -Regular Plan - Growth Option

Others 12.74 22.67
Technology 2.51 2.34
Sovereign 7.24 15.91
Financial 20.95 18.22
Energy 7.94 4.3
Construction 3.83 2.02
Metals & Mining 4.85 2.47
Materials 3.27 0.41
Consumer Staples 12.45 3.11
Healthcare 6.93 1.44
Automobile 5.97 3.32
Capital Goods 3.49 1.46
Insurance 0.23 -
Consumer Discretionary 0.97 0.47
Communication 4.03 0.49
Diversified 1.93 -
Services 0.65 1.25
Chemicals - 0.83

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