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

Kotak Balanced Advantage Fund -Regular Plan - Growth Option

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BANDHAN Balanced Advantage Fund Regular Plan Growth

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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	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	1.92%	2.15%
6 Month	4.83%	4.64%
1 Year	15.23%	15.06%
3 Year	11.47%	9.26%
5 Year	12.11%	10.97%

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	BANDHAN Balanced Advantage Fund Regular Plan Growth
6 Month	-	-
1 Year	12.55%	12.47%
3 Year	14.4%	13.46%
5 Year	13.5%	12.1%

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	-21.01
Large Cap	33.63	64.36
Small Cap	1.77	8.27
Mid Cap	6.83	9.73

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	BANDHAN Balanced Advantage Fund Regular Plan Growth
Others	22.67	-21.01
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	2.69
Chemicals	0.83	-
Capital Goods	1.46	-
Consumer Discretionary	0.47	-
Telecom - Services	-	3.83
Realty	-	1.43
Petroleum Products	-	3.2
IT - Software	-	9.6
Capital Markets	-	0.92
Cement & Cement Products	-	1.03
Ferrous Metals	-	0.85
Retailing	-	4.71
Finance	-	8.63
Diversified FMCG	-	2.42
Banks	-	14.55
Pharmaceuticals & Biotechnology	-	4.45
Auto Components	-	1.27
Industrial Manufacturing	-	0.37
Electrical Equipment	-	1.73
Automobiles	-	4.93
Personal Products	-	1.39
Transport Services	-	0.78
Gas	-	0.53
Beverages	-	2.55
Diversified Metals	-	1.19
Oil	-	0.29
Entertainment	-	0.1
Aerospace & Defense	-	0.59
Consumer Durables	-	0.64
Healthcare Services	-	2.19
Food Products	-	0.11
Power	-	1.74
Chemicals & Petrochemicals	-	0.37
Fertilizers & Agrochemicals	-	0.47
Insurance	-	1.42
Leisure Services	-	0.37
Financial Technology (Fintech)	-	1.02