BANDHAN Balanced Advantage Fund Regular Plan Growth vs Kotak Balanced Advantage Fund compare

Kotak Balanced Advantage Fund -Regular Plan - Growth Option

BANDHAN Balanced Advantage Fund Regular Plan Growth

Overview

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	BANDHAN Balanced Advantage Fund Regular Plan Growth
Fund	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	BANDHAN Balanced Advantage Fund Regular Plan Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Moderately High
Asset Size (Cr)	₹16348 Cr	₹2265 Cr
Min Investment	₹100	₹1000
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹1000
Launch Date	05 Jul 2018	05 Oct 2014
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	1.94
Manager	Harsha Upadhyaya	Ritika Behera
ISIN Code	INF174KA1186	INF194KA1UE8
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 1 year./365

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	BANDHAN Balanced Advantage Fund Regular Plan Growth
1 Month	1.11%	1.53%
6 Month	12.82%	11.93%
1 Year	22.94%	21.27%
3 Year	12.21%	9.75%
5 Year	13.62%	12.4%

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	BANDHAN Balanced Advantage Fund Regular Plan Growth
6 Month	-	-
1 Year	9.53%	8.96%
3 Year	22.25%	19.58%
5 Year	38.84%	33.63%

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	BANDHAN Balanced Advantage Fund Regular Plan Growth
1 Year	12.91%	11.44%
3 Year	30.76%	26.27%
5 Year	41.99%	36.2%

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	BANDHAN Balanced Advantage Fund Regular Plan Growth
Standard Deviation	5.45%	6.89%
Sharp	0.94%	0.48%
Beta	0.76%	0.84%
Alpha	2.13%	-0.51%

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Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	BANDHAN Balanced Advantage Fund Regular Plan Growth
Name	Harsha Upadhyaya	Ritika Behera
Total AUM	₹139411 Cr	₹43013 Cr
Fund Manage	11	19
	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	BANDHAN Balanced Advantage Fund Regular Plan Growth

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	BANDHAN Balanced Advantage Fund Regular Plan Growth
Others	38.48	-16.01
Large Cap	33.63	62.25
Mid Cap	6.83	9.03
Small Cap	1.77	6.73

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	BANDHAN Balanced Advantage Fund Regular Plan Growth
Others	22.67	-16.88
Financial	18.22	-
Sovereign	15.91	-
Energy	4.3	-
Technology	2.34	-
Construction	2.02	2.72
Automobile	3.32	-
Materials	0.41	-
Consumer Staples	3.11	-
Services	1.25	-
Metals & Mining	2.47	-
Chemicals	0.83	-
Capital Goods	1.46	-
Healthcare	1.44	-
Communication	0.49	-
Consumer Discretionary	0.47	-
Banks	-	13.15
IT - Software	-	7.54
Finance	-	9.41
Petroleum Products	-	4.12
Telecom - Services	-	4.16
Personal Products	-	2.31
Automobiles	-	5.83
Diversified FMCG	-	2.62
Pharmaceuticals & Biotechnology	-	3.1
Beverages	-	1.93
Insurance	-	1.18
Electrical Equipment	-	2.31
Retailing	-	3.56
Power	-	1.66
Realty	-	1.7
Ferrous Metals	-	1.22
Healthcare Services	-	0.77
Minerals & Mining	-	0.76
Cement & Cement Products	-	1.18
Consumer Durables	-	0.67
Aerospace & Defense	-	0.63
Gas	-	0.58
Auto Components	-	1.38
Oil	-	0.56
Transport Services	-	0.55
Non - Ferrous Metals	-	0.55
Financial Technology (Fintech)	-	0.53
Fertilizers & Agrochemicals	-	0.4
Entertainment	-	0.4
Food Products	-	0.39
Industrial Manufacturing	-	0.36
Leisure Services	-	0.36
Chemicals & Petrochemicals	-	0.29