HSBC Balanced Advantage Fund vs Kotak Balanced Advantage Fund compare

Kotak Balanced Advantage Fund -Regular Plan - Growth Option

Invest Now

HSBC Balanced Advantage Fund - Regular Growth

Invest Now

Overview

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	Moderately High
Asset Size (Cr)	₹16752 Cr	₹1504 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	03 Aug 2018	07 Feb 2011
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%	49%
Expense Ratio	1.65	2.11
Manager	Harsha Upadhyaya	Mahesh A Chhabria
ISIN Code	INF174KA1186	INF917K01KY4
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	HSBC Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	HSBC Balanced Advantage Fund - Regular Growth
1 Month	-2.6%	-3.5%
6 Month	-0.58%	-0.1%
1 Year	11.22%	10.4%
3 Year	10.17%	10.19%
5 Year	11.31%	10.18%

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	HSBC Balanced Advantage Fund - Regular Growth
6 Month	-	-
1 Year	6.2%	5.99%
3 Year	12.39%	12.98%
5 Year	12.23%	11.51%

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

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	33.66	51.86
Large Cap	42.17	31.05
Mid Cap	8.62	16.92
Small Cap	5.6	19.75

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	HSBC Balanced Advantage Fund - Regular Growth
Others	33.66	51.86
Telecom - Services	1.66	-
Petroleum Products	3.23	2.12
Industrial Products	1.67	4.5
IT - Software	8.36	4.47
Pharmaceuticals & Biotechnology	1.28	7.59
Construction	1.98	2.37
Banks	10.23	12.63
Diversified FMCG	2.81	-
Non - Ferrous Metals	0.54	0.17
Cement & Cement Products	0.95	-
Ferrous Metals	0.05	-
Realty	1.2	3.79
Power	1.71	3.5
Automobiles	3.08	0.77
Personal Products	0.79	0.16
Transport Services	1.39	-
Finance	1.8	4.23
Gas	0.77	-
Fertilizers & Agrochemicals	1.06	1.17
Consumer Durables	0.95	4.41
Electrical Equipment	0.52	1.53
Diversified Metals	-0.01	-
Agricultural, Commercial & Construction Vehicles	0.21	-
Oil	0.42	-
Aerospace & Defense	0.44	0.46
Auto Components	3.07	0.84
Chemicals & Petrochemicals	0.87	0.61
Retailing	1.63	1.7
Financial Technology (Fintech)	0.64	1.55
Metals & Minerals Trading	0	-
Healthcare Services	0.68	0.96
Consumable Fuels	0.21	-
Transport Infrastructure	0	-
Insurance	1.09	-
Beverages	0.81	1.72
Industrial Manufacturing	0.3	-
Capital Markets	-	3.37
Paper, Forest & Jute Products	-	0.81
Commercial Services & Supplies	-	0.72
Leisure Services	-	1.57