HSBC Balanced Advantage Fund vs Kotak Balanced Advantage Fund compare
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
HSBC Balanced Advantage Fund - Regular Growth
Chart Comparison
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Fund | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹16986 Cr | ₹1446 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 05 Jul 2018 | 01 Jan 2013 |
| 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% | 49% |
| Expense Ratio | 1.65 | 2.12 |
| Manager | Harsha Upadhyaya | Mahesh A Chhabria |
| ISIN Code | INF174KA1186 | INF917K01KY4 |
| 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 of 1% if units in excess of 10% are redeemed or switched-out within 1 year/365 |
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Month | -2.77% | -1.82% |
| 6 Month | 6.03% | 6.47% |
| 1 Year | 17.57% | 18.45% |
| 3 Year | 10.25% | 10.21% |
| 5 Year | 11.79% | 10.76% |
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 15% | 15.05% |
| 3 Year | 14.6% | 15.13% |
| 5 Year | 13.53% | 12.71% |
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 12.19% | 8.47% |
| 3 Year | 11.44% | 8.89% |
| 5 Year | 11.76% | 8.9% |
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 5.45% | 5.55% |
| Sharp | 0.94% | 0.82% |
| Beta | 0.76% | 0.73% |
| Alpha | 2.13% | 1.73% |
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| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Name | Harsha Upadhyaya | Mahesh A Chhabria |
| Total AUM | ₹139411 Cr | ₹15021 Cr |
| Fund Manage | 11 | 9 |
| Kotak Balanced Advantage Fund -Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 38.48 | 33.62 |
| Large Cap | 33.63 | 30.99 |
| Small Cap | 1.77 | 16.44 |
| Mid Cap | 6.83 | 18.95 |
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 22.67 | 2.29 |
| Consumer Staples | 3.11 | 4.63 |
| Metals & Mining | 2.47 | 0.97 |
| Services | 1.25 | 7.59 |
| Healthcare | 1.44 | 7.24 |
| Energy | 4.3 | 6.84 |
| Financial | 18.22 | 33.15 |
| Materials | 0.41 | 3.09 |
| Automobile | 3.32 | 1.22 |
| Communication | 0.49 | 2.74 |
| Sovereign | 15.91 | 11.69 |
| Technology | 2.34 | 3.94 |
| Construction | 2.02 | 6.93 |
| Chemicals | 0.83 | 1.32 |
| Capital Goods | 1.46 | 4.76 |
| Consumer Discretionary | 0.47 | 1.12 |
| Textiles | - | 0.48 |
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