Baroda BNP Paribas Balanced Advantage Fund vs Kotak Balanced Advantage Fund compare

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Kotak Balanced Advantage Fund -Regular Plan - Growth Option

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Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

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 Risk	Very High Risk
Asset Size (Cr)	₹16649 Cr	₹4078 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	1.66	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%	-2.9%
6 Month	-3.9%	-5.83%
1 Year	7.4%	5.14%
3 Year	9.87%	11.35%
5 Year	10.72%	13.9%

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	-0.18%	-5.17%
3 Year	10.18%	10.75%
5 Year	10.86%	12.19%

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Year	12.38%	15.87%
3 Year	11.42%	14.5%
5 Year	11.8%	15.77%

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Standard Deviation	6.467%	9.305%
Sharp	0.654%	0.603%
Beta	-	-
Alpha	-	-

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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	30.7	35.61
Large Cap	40.06	44.53
Mid Cap	9.49	12.78
Small Cap	6.46	16.17

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Others	30.22	35.61
Cement and Cement Products	0.1	-
Telecom - Services	1.97	1.96
Petroleum Products	3.08	6.14
Industrial Products	1.54	1.67
IT - Software	8.36	5.94
Pharmaceuticals & Biotechnology	1.15	4.13
Construction	1.93	5.79
Banks	9.74	13.81
Diversified FMCG	2.75	0.17
Non - Ferrous Metals	0.39	0.35
Cement & Cement Products	0.8	-
Ferrous Metals	0.04	-
Realty	2.06	1.37
Healthcare Services	1.19	0.75
Power	1.67	5.63
Automobiles	2.94	0.91
Personal Products	0.52	0.55
Transport Services	1.31	0.54
Finance	1.78	2.11
Gas	0.79	-
Fertilizers & Agrochemicals	1.05	-
Consumer Durables	0.82	1.35
Electrical Equipment	0.74	3.08
Diversified Metals	-0.01	-
Agricultural, Commercial & Construction Vehicles	0.2	-
Oil	0.39	0.57
Aerospace & Defense	0.52	2.03
Auto Components	2.97	1.8
Chemicals & Petrochemicals	0.77	0.52
Retailing	1.38	4.12
Financial Technology (Fintech)	0.71	1.64
Metals & Minerals Trading	-0.01	-
Consumable Fuels	0.19	-
Capital Markets	0.09	1.03
Pharmaceuticals and Biotechnology	0.43	-
Transport Infrastructure	-0.01	-
Insurance	0.93	-
Leisure Services	0.05	0.24
Beverages	0.85	0.87
Industrial Manufacturing	0.32	2.25
Miscellaneous	-	0.86
IT - Services	-	0.49
Food Products	-	0.27
Household Products	-	0.54