Edelweiss Balanced Advantage Fund vs Kotak Balanced Advantage Fund compare
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Chart 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) | ₹16752 Cr | ₹12306 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 03 Aug 2018 | 20 Aug 2009 |
| 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% | 81% |
| Expense Ratio | 1.65 | 1.69 |
| Manager | Harsha Upadhyaya | Rahul Dedhia |
| ISIN Code | INF174KA1186 | INF754K01285 |
| 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 | Edelweiss Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -2.21% | -2.53% |
| 6 Month | -0.31% | -2.86% |
| 1 Year | 11.67% | 9.18% |
| 3 Year | 10.73% | 10.44% |
| 5 Year | 11.56% | 14.06% |
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 8.73% | 4.13% |
| 3 Year | 13.56% | 13.57% |
| 5 Year | 12.94% | 13.84% |
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 12.19% | 9.63% |
| 3 Year | 11.44% | 11.61% |
| 5 Year | 11.76% | 11.18% |
| 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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
| Scheme 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 | 30.7 | 21.37 |
| Large Cap | 40.06 | 56.06 |
| Mid Cap | 9.49 | 9.03 |
| Small Cap | 6.46 | 3.01 |
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 30.22 | 17.38 |
| Cement and Cement Products | 0.1 | - |
| Telecom - Services | 1.97 | - |
| Petroleum Products | 3.08 | - |
| Industrial Products | 1.54 | - |
| IT - Software | 8.36 | - |
| Pharmaceuticals & Biotechnology | 1.15 | - |
| Construction | 1.93 | 3.56 |
| Banks | 9.74 | - |
| Diversified FMCG | 2.75 | - |
| Non - Ferrous Metals | 0.39 | - |
| Cement & Cement Products | 0.8 | - |
| Ferrous Metals | 0.04 | - |
| Realty | 2.06 | - |
| Healthcare Services | 1.19 | - |
| Power | 1.67 | - |
| Automobiles | 2.94 | - |
| Personal Products | 0.52 | - |
| Transport Services | 1.31 | - |
| Finance | 1.78 | - |
| Gas | 0.79 | - |
| Fertilizers & Agrochemicals | 1.05 | - |
| Consumer Durables | 0.82 | - |
| Electrical Equipment | 0.74 | - |
| Diversified Metals | -0.01 | - |
| Agricultural, Commercial & Construction Vehicles | 0.2 | - |
| Oil | 0.39 | - |
| Aerospace & Defense | 0.52 | - |
| Auto Components | 2.97 | - |
| Chemicals & Petrochemicals | 0.77 | - |
| Retailing | 1.38 | - |
| Financial Technology (Fintech) | 0.71 | - |
| Metals & Minerals Trading | -0.01 | - |
| Consumable Fuels | 0.19 | - |
| Capital Markets | 0.09 | - |
| Pharmaceuticals and Biotechnology | 0.43 | - |
| Transport Infrastructure | -0.01 | - |
| Insurance | 0.93 | 0.35 |
| Leisure Services | 0.05 | - |
| Beverages | 0.85 | - |
| Industrial Manufacturing | 0.32 | - |
| Energy | - | 9.3 |
| Automobile | - | 6.09 |
| Textiles | - | 0.32 |
| Healthcare | - | 3.69 |
| Financial | - | 24.14 |
| Technology | - | 4.66 |
| Metals & Mining | - | 2.56 |
| Capital Goods | - | 2.16 |
| Materials | - | 2.32 |
| Services | - | 2.94 |
| Sovereign | - | 2.27 |
| Consumer Staples | - | 3.96 |
| Chemicals | - | 0.82 |
| Communication | - | 2.95 |
Top Comparisons
SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns6.38%
HSBC Ultra Short Duration Fund - Regular Growth
3Y Returns6.42%
ICICI Prudential Credit Risk Fund - Growth
3Y Returns7.06%
DSP Credit Risk Fund - Regular Plan -Growth
3Y Returns11.11%
SBI Magnum Midcap Fund - Regular Plan - Growth
3Y Returns16.99%
DSP Midcap Fund - Regular Plan - Growth
3Y Returns14.29%
Invesco India Medium Duration Fund - Regular - Growth
3Y Returns5.67%
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
3Y Returns14.13%