Baroda BNP Paribas Balanced Advantage Fund vs Kotak Balanced Advantage Fund compare
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Chart Comparison
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Fund | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹16752 Cr | ₹4115 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 03 Aug 2018 | 13 Nov 2018 |
| 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% | 173% |
| Expense Ratio | 1.65 | 1.89 |
| Manager | Harsha Upadhyaya | Miten Vora |
| ISIN Code | INF174KA1186 | INF955L01HC4 |
| 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 | Data not available./365 |
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 1 Month | -2.6% | -3.19% |
| 6 Month | -0.58% | -0.67% |
| 1 Year | 11.22% | 10.58% |
| 3 Year | 10.17% | 11.54% |
| 5 Year | 11.31% | 15.03% |
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 6 Month | - | 6.05% |
| 1 Year | 6.2% | 5.02% |
| 3 Year | 12.39% | 14.52% |
| 5 Year | 12.23% | 14.56% |
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 1 Year | 12.19% | 15.8% |
| 3 Year | 11.44% | 14.68% |
| 5 Year | 11.76% | 15.75% |
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Standard Deviation | 5.45% | 8.78% |
| Sharp | 0.94% | 0.89% |
| Beta | 0.76% | 1.12% |
| Alpha | 2.13% | 2.8% |
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| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Name | Harsha Upadhyaya | Miten Vora |
| Total AUM | ₹139411 Cr | ₹6478 Cr |
| Fund Manage | 11 | 6 |
| Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Others | 33.66 | 35.61 |
| Large Cap | 42.17 | 44.53 |
| Mid Cap | 8.62 | 12.78 |
| Small Cap | 5.6 | 16.17 |
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Others | 33.66 | 35.61 |
| Telecom - Services | 1.66 | 1.96 |
| Petroleum Products | 3.23 | 6.14 |
| Industrial Products | 1.67 | 1.67 |
| IT - Software | 8.36 | 5.94 |
| Pharmaceuticals & Biotechnology | 1.28 | 4.13 |
| Construction | 1.98 | 5.79 |
| Banks | 10.23 | 13.81 |
| Diversified FMCG | 2.81 | 0.17 |
| Non - Ferrous Metals | 0.54 | 0.35 |
| Cement & Cement Products | 0.95 | - |
| Ferrous Metals | 0.05 | - |
| Realty | 1.2 | 1.37 |
| Power | 1.71 | 5.63 |
| Automobiles | 3.08 | 0.91 |
| Personal Products | 0.79 | 0.55 |
| Transport Services | 1.39 | 0.54 |
| Finance | 1.8 | 2.11 |
| Gas | 0.77 | - |
| Fertilizers & Agrochemicals | 1.06 | - |
| Consumer Durables | 0.95 | 1.35 |
| Electrical Equipment | 0.52 | 3.08 |
| Diversified Metals | -0.01 | - |
| Agricultural, Commercial & Construction Vehicles | 0.21 | - |
| Oil | 0.42 | 0.57 |
| Aerospace & Defense | 0.44 | 2.03 |
| Auto Components | 3.07 | 1.8 |
| Chemicals & Petrochemicals | 0.87 | 0.52 |
| Retailing | 1.63 | 4.12 |
| Financial Technology (Fintech) | 0.64 | 1.64 |
| Metals & Minerals Trading | 0 | - |
| Healthcare Services | 0.68 | 0.75 |
| Consumable Fuels | 0.21 | - |
| Transport Infrastructure | 0 | - |
| Insurance | 1.09 | - |
| Beverages | 0.81 | 0.87 |
| Industrial Manufacturing | 0.3 | 2.25 |
| Miscellaneous | - | 0.86 |
| IT - Services | - | 0.49 |
| Food Products | - | 0.27 |
| Household Products | - | 0.54 |
| Capital Markets | - | 1.03 |
| Leisure Services | - | 0.24 |
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