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) | ₹16348 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 | 1.11% | 0.98% |
6 Month | 12.82% | 10.57% |
1 Year | 22.94% | 23.64% |
3 Year | 12.21% | 11.7% |
5 Year | 13.62% | 11.86% |
Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
6 Month | - | - |
1 Year | 9.53% | 8.57% |
3 Year | 22.25% | 21.35% |
5 Year | 38.84% | 33.62% |
Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
1 Year | 12.91% | 11.08% |
3 Year | 30.76% | 27.05% |
5 Year | 41.99% | 37.8% |
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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Get Free Experts GuidanceScheme 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 |
Mid Cap | 6.83 | 18.95 |
Small Cap | 1.77 | 16.44 |
Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
Others | 22.67 | 2.29 |
Financial | 18.22 | 33.15 |
Sovereign | 15.91 | 11.69 |
Energy | 4.3 | 6.84 |
Technology | 2.34 | 3.94 |
Construction | 2.02 | 6.93 |
Automobile | 3.32 | 1.22 |
Materials | 0.41 | 3.09 |
Consumer Staples | 3.11 | 4.63 |
Services | 1.25 | 7.59 |
Metals & Mining | 2.47 | 0.97 |
Chemicals | 0.83 | 1.32 |
Capital Goods | 1.46 | 4.76 |
Healthcare | 1.44 | 7.24 |
Communication | 0.49 | 2.74 |
Consumer Discretionary | 0.47 | 1.12 |
Textiles | - | 0.48 |
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