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 | Very High |
| Asset Size (Cr) | ₹16752 Cr | ₹2268 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 03 Aug 2018 | 10 Oct 2014 |
| 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% | 24% |
| Expense Ratio | 1.65 | 2.01 |
| Manager | Harsha Upadhyaya | Ritika Behera |
| ISIN Code | INF174KA1186 | INF194KA1UE8 |
| Exits Load | Kotak Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Bandhan Balanced Advantage Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| 1 Month | -2.6% | -2.61% |
| 6 Month | -0.58% | 0.2% |
| 1 Year | 11.22% | 10.63% |
| 3 Year | 10.17% | 8.13% |
| 5 Year | 11.31% | 10.08% |
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 6.2% | 6.21% |
| 3 Year | 12.39% | 11.58% |
| 5 Year | 12.23% | 10.88% |
| 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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
| 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 | 33.66 | -21.01 |
| Large Cap | 42.17 | 64.36 |
| Mid Cap | 8.62 | 9.73 |
| Small Cap | 5.6 | 8.27 |
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| Others | 33.66 | -21.01 |
| Telecom - Services | 1.66 | 3.83 |
| Petroleum Products | 3.23 | 3.2 |
| Industrial Products | 1.67 | - |
| IT - Software | 8.36 | 9.6 |
| Pharmaceuticals & Biotechnology | 1.28 | 4.45 |
| Construction | 1.98 | 2.69 |
| Banks | 10.23 | 14.55 |
| Diversified FMCG | 2.81 | 2.42 |
| Non - Ferrous Metals | 0.54 | - |
| Cement & Cement Products | 0.95 | 1.03 |
| Ferrous Metals | 0.05 | 0.85 |
| Realty | 1.2 | 1.43 |
| Power | 1.71 | 1.74 |
| Automobiles | 3.08 | 4.93 |
| Personal Products | 0.79 | 1.39 |
| Transport Services | 1.39 | 0.78 |
| Finance | 1.8 | 8.63 |
| Gas | 0.77 | 0.53 |
| Fertilizers & Agrochemicals | 1.06 | 0.47 |
| Consumer Durables | 0.95 | 0.64 |
| Electrical Equipment | 0.52 | 1.73 |
| Diversified Metals | -0.01 | 1.19 |
| Agricultural, Commercial & Construction Vehicles | 0.21 | - |
| Oil | 0.42 | 0.29 |
| Aerospace & Defense | 0.44 | 0.59 |
| Auto Components | 3.07 | 1.27 |
| Chemicals & Petrochemicals | 0.87 | 0.37 |
| Retailing | 1.63 | 4.71 |
| Financial Technology (Fintech) | 0.64 | 1.02 |
| Metals & Minerals Trading | 0 | - |
| Healthcare Services | 0.68 | 2.19 |
| Consumable Fuels | 0.21 | - |
| Transport Infrastructure | 0 | - |
| Insurance | 1.09 | 1.42 |
| Beverages | 0.81 | 2.55 |
| Industrial Manufacturing | 0.3 | 0.37 |
| Capital Markets | - | 0.92 |
| Entertainment | - | 0.1 |
| Food Products | - | 0.11 |
| Leisure Services | - | 0.37 |
Top Comparisons
Bajaj Finserv Large and Mid Cap Fund - Reg (G)
3Y Returns0%
HSBC Large & Mid Cap Fund - Regular Growth
3Y Returns15.81%
Invesco India Equity Savings Fund - Regular Plan - Growth
3Y Returns8.83%
Invesco India Equity Savings Fund - Regular Plan - Growth
3Y Returns8.83%
ICICI Prudential Savings Fund - Growth
3Y Returns6.73%
Axis Treasury Advantage Fund - Regular Plan - Growth Option
3Y Returns6.39%
BANDHAN Sterling Value Fund - Regular Plan - Growth
3Y Returns15.01%
Nippon India Value Fund- Growth Plan
3Y Returns19.1%