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
Chart Comparison
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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Get Free Experts GuidanceScheme 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 |
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