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) | ₹16986 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 | -2.6% | -1.9% |
| 6 Month | 6.21% | 5.58% |
| 1 Year | 17.77% | 16.69% |
| 3 Year | 10.34% | 7.94% |
| 5 Year | 11.84% | 10.72% |
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 15% | 13.79% |
| 3 Year | 14.6% | 13.23% |
| 5 Year | 13.53% | 11.93% |
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| 1 Year | 12.19% | 8.89% |
| 3 Year | 11.44% | 8.51% |
| 5 Year | 11.76% | 8.42% |
| 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 |
| Small Cap | 1.77 | 6.73 |
| Mid Cap | 6.83 | 9.03 |
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| Others | 22.67 | -16.88 |
| Consumer Staples | 3.11 | - |
| Metals & Mining | 2.47 | - |
| Services | 1.25 | - |
| Healthcare | 1.44 | - |
| Energy | 4.3 | - |
| Financial | 18.22 | - |
| Materials | 0.41 | - |
| Automobile | 3.32 | - |
| Communication | 0.49 | - |
| Sovereign | 15.91 | - |
| Technology | 2.34 | - |
| Construction | 2.02 | 2.72 |
| Chemicals | 0.83 | - |
| Capital Goods | 1.46 | - |
| Consumer Discretionary | 0.47 | - |
| Automobiles | - | 5.83 |
| Telecom - Services | - | 4.16 |
| Petroleum Products | - | 4.12 |
| IT - Software | - | 7.54 |
| Cement & Cement Products | - | 1.18 |
| Ferrous Metals | - | 1.22 |
| Finance | - | 9.41 |
| Retailing | - | 3.56 |
| Diversified FMCG | - | 2.62 |
| Non - Ferrous Metals | - | 0.55 |
| Banks | - | 13.15 |
| Pharmaceuticals & Biotechnology | - | 3.1 |
| Auto Components | - | 1.38 |
| Industrial Manufacturing | - | 0.36 |
| Electrical Equipment | - | 2.31 |
| Personal Products | - | 2.31 |
| Transport Services | - | 0.55 |
| Gas | - | 0.58 |
| Beverages | - | 1.93 |
| Oil | - | 0.56 |
| Entertainment | - | 0.4 |
| Aerospace & Defense | - | 0.63 |
| Realty | - | 1.7 |
| Consumer Durables | - | 0.67 |
| Minerals & Mining | - | 0.76 |
| Food Products | - | 0.39 |
| Fertilizers & Agrochemicals | - | 0.4 |
| Chemicals & Petrochemicals | - | 0.29 |
| Power | - | 1.66 |
| Insurance | - | 1.18 |
| Leisure Services | - | 0.36 |
| Healthcare Services | - | 0.77 |
| Financial Technology (Fintech) | - | 0.53 |
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