Edelweiss Balanced Advantage Fund vs Kotak Balanced Advantage Fund compare
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
Invest NowEdelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Invest NowChart Comparison
Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹16986 Cr | ₹11715 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 05 Jul 2018 | 20 Aug 2009 |
Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
Fund Type | Open Ended | |
Benchmark | NIFTY 50 Hybrid Composite debt 50:50 Index | NIFTY 50 Hybrid Composite debt 50:50 Index |
Turn Over | 285.96% | 81% |
Expense Ratio | 1.65 | 1.7 |
Manager | Harsha Upadhyaya | Rahul Dedhia |
ISIN Code | INF174KA1186 | INF754K01285 |
Exits Load | Exit load for units in excess of 8% of the investment,1% will be charged for redemption within 365 days/365 | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 90 days./365 |
Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 1.11% | -2.98% |
6 Month | 12.82% | 8.79% |
1 Year | 22.94% | 24.1% |
3 Year | 12.21% | 11.22% |
5 Year | 13.62% | 15.71% |
Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | 9.53% | 11.59% |
3 Year | 22.25% | 26.05% |
5 Year | 38.84% | 48.37% |
Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 11.89% | 9.66% |
3 Year | 11.49% | 11.65% |
5 Year | 11.72% | 11.17% |
Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 5.45% | 7.27% |
Sharp | 0.94% | 0.8% |
Beta | 0.76% | 0.25% |
Alpha | 2.13% | 3.73% |
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Get Free Experts GuidanceScheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
Name | Harsha Upadhyaya | Rahul Dedhia |
Total AUM | ₹139411 Cr | ₹31988 Cr |
Fund Manage | 11 | 10 |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
Others | 38.48 | 21.37 |
Large Cap | 33.63 | 56.06 |
Small Cap | 1.77 | 3.01 |
Mid Cap | 6.83 | 9.03 |
Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
Others | 22.67 | 17.38 |
Consumer Staples | 3.11 | 3.96 |
Metals & Mining | 2.47 | 2.56 |
Services | 1.25 | 2.94 |
Healthcare | 1.44 | 3.69 |
Energy | 4.3 | 9.3 |
Financial | 18.22 | 24.14 |
Materials | 0.41 | 2.32 |
Automobile | 3.32 | 6.09 |
Communication | 0.49 | 2.95 |
Sovereign | 15.91 | 2.27 |
Technology | 2.34 | 4.66 |
Construction | 2.02 | 3.56 |
Chemicals | 0.83 | 0.82 |
Capital Goods | 1.46 | 2.16 |
Consumer Discretionary | 0.47 | - |
Textiles | - | 0.32 |
Insurance | - | 0.35 |
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