BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH vs Kotak Balanced Advantage Fund compare
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
Chart Comparison
| 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 | ₹16348 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 |
| 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% |
| 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% |
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 5.9% | 12.91% |
| 3 Year | 5.9% | 30.76% |
| 5 Year | 5.9% | 41.99% |
| 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 |
|---|---|---|
| Large Cap | 74.19 | 33.63 |
| Others | 22.5 | 38.48 |
| Mid Cap | 2.1 | 6.83 |
| Small Cap | 1.19 | 1.77 |
| Scheme Name |
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
|---|---|---|
| Financial | 20.95 | 18.22 |
| Others | 12.74 | 22.67 |
| Sovereign | 7.24 | 15.91 |
| Energy | 7.94 | 4.3 |
| Communication | 4.03 | 0.49 |
| Construction | 3.83 | 2.02 |
| Consumer Staples | 12.45 | 3.11 |
| Automobile | 5.97 | 3.32 |
| Healthcare | 6.93 | 1.44 |
| Diversified | 1.93 | - |
| Metals & Mining | 4.85 | 2.47 |
| Technology | 2.51 | 2.34 |
| Materials | 3.27 | 0.41 |
| Capital Goods | 3.49 | 1.46 |
| Consumer Discretionary | 0.97 | 0.47 |
| Services | 0.65 | 1.25 |
| Insurance | 0.23 | - |
| Chemicals | - | 0.83 |
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