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
Overview
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) | ₹16649 Cr | ₹12238 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 | 1.66 | 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 |
Trailing Lumpsum Returns
Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 2.44% | 1.77% |
6 Month | -0.66% | -2.8% |
1 Year | 10.84% | 7.43% |
3 Year | 11.31% | 11.09% |
5 Year | 15.52% | 16.35% |
SIP Return Analysis
Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.08% | 0.4% |
1 Year | 2.36% | -1.31% |
3 Year | 11.43% | 11.3% |
5 Year | 11.22% | 11.8% |
Rolling Lumpsum Returns
Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 12.38% | 9.77% |
3 Year | 11.42% | 11.52% |
5 Year | 11.8% | 11.23% |
Risk Management
Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 7.209% | 8.045% |
Sharp | 0.403% | 0.5% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
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 |
Funds Managed | 11 | 10 |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
Others | 33.82 | 27.12 |
Large Cap | 50.18 | 52.16 |
Mid Cap | 10.11 | 13.82 |
Small Cap | 5.89 | 6.9 |
Sector Allocation
Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
Others | 32.99 | 27.05 |
Communication Services | 2.42 | 2.28 |
Energy | 4.49 | 4.13 |
Industrials | 8.3 | 3.8 |
Technology | 9.8 | 10.12 |
Healthcare | 3.72 | 7.32 |
Financial Services | 15.04 | 21.21 |
Consumer Defensive | 4.48 | 5.86 |
Basic Materials | 6.4 | 2.38 |
Real Estate | 1.74 | 1.34 |
Utilities | 2.61 | 4.53 |
Consumer Cyclical | 8.03 | 9.99 |
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