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

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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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	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	1.92%	1.95%
6 Month	4.83%	3.89%
1 Year	15.23%	15.56%
3 Year	11.47%	13.06%
5 Year	12.11%	15.91%

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	12.55%	12.14%
3 Year	14.4%	16.89%
5 Year	13.5%	16.08%

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	38.48	35.61
Large Cap	33.63	44.53
Small Cap	1.77	16.17
Mid Cap	6.83	12.78

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Others	22.67	35.61
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	5.79
Chemicals	0.83	-
Capital Goods	1.46	-
Consumer Discretionary	0.47	-
Petroleum Products	-	6.14
Electrical Equipment	-	3.08
IT - Software	-	5.94
Industrial Manufacturing	-	2.25
Banks	-	13.81
Diversified FMCG	-	0.17
Pharmaceuticals & Biotechnology	-	4.13
Non - Ferrous Metals	-	0.35
Realty	-	1.37
Miscellaneous	-	0.86
Personal Products	-	0.55
Finance	-	2.11
IT - Services	-	0.49
Automobiles	-	0.91
Consumer Durables	-	1.35
Retailing	-	4.12
Power	-	5.63
Chemicals & Petrochemicals	-	0.52
Food Products	-	0.27
Aerospace & Defense	-	2.03
Oil	-	0.57
Industrial Products	-	1.67
Household Products	-	0.54
Auto Components	-	1.8
Telecom - Services	-	1.96
Financial Technology (Fintech)	-	1.64
Capital Markets	-	1.03
Transport Services	-	0.54
Leisure Services	-	0.24
Healthcare Services	-	0.75
Beverages	-	0.87