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

BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH

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Kotak Balanced Advantage Fund -Regular Plan - Growth Option

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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)	₹1308 Cr	₹16752 Cr
Min Investment	₹500	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹100	₹100
Launch Date	08 Dec 2023	03 Aug 2018
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%
Expense Ratio	2.08	1.65
Manager	Siddharth Chaudhary	Harsha Upadhyaya
ISIN Code	INF0QA701680	INF174KA1186
Exits Load	Bajaj Finserv Balanced Advantage - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 180 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

Scheme Name	BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH	Kotak Balanced Advantage Fund -Regular Plan - Growth Option
1 Month	-1.71%	-2.6%
6 Month	-5.08%	-0.58%
1 Year	4.96%	11.22%
3 Year	-	10.17%
5 Year	-	11.31%

Scheme Name	BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH	Kotak Balanced Advantage Fund -Regular Plan - Growth Option
6 Month	-	-
1 Year	-2%	6.2%
3 Year	-	12.39%
5 Year	-	12.23%

Scheme Name	BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH	Kotak Balanced Advantage Fund -Regular Plan - Growth Option
1 Year	-	12.19%
3 Year	-	11.44%
5 Year	-	11.76%

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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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

Scheme Name	BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH	Kotak Balanced Advantage Fund -Regular Plan - Growth Option
Others	21.89	33.66
Large Cap	70.85	42.17
Mid Cap	5.89	8.62
Small Cap	1.37	5.6

Scheme Name	BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH	Kotak Balanced Advantage Fund -Regular Plan - Growth Option
Others	21.89	33.66
Petroleum Products	8.34	3.23
IT - Software	10.01	8.36
Personal Products	1.4	0.79
Construction	2.59	1.98
Ferrous Metals	2.32	0.05
Consumer Durables	1.21	0.95
Diversified FMCG	4.75	2.81
Non - Ferrous Metals	1.24	0.54
Banks	17.18	10.23
Pharmaceuticals & Biotechnology	8.41	1.28
Cement & Cement Products	2.61	0.95
Automobiles	4.81	3.08
Electrical Equipment	0.22	0.52
Insurance	0.9	1.09
Agricultural Food & other Products	1.9	-
Oil	0.31	0.42
Food Products	2.05	-
Power	1.21	1.71
Finance	1.78	1.8
Telecom - Services	2.21	1.66
Healthcare Services	0.31	0.68
Beverages	1.38	0.81
Retailing	0.97	1.63
Industrial Products	-	1.67
Realty	-	1.2
Transport Services	-	1.39
Gas	-	0.77
Fertilizers & Agrochemicals	-	1.06
Diversified Metals	-	-0.01
Agricultural, Commercial & Construction Vehicles	-	0.21
Aerospace & Defense	-	0.44
Auto Components	-	3.07
Chemicals & Petrochemicals	-	0.87
Financial Technology (Fintech)	-	0.64
Metals & Minerals Trading	-	0
Consumable Fuels	-	0.21
Transport Infrastructure	-	0
Industrial Manufacturing	-	0.3