Kotak Balanced Advantage Fund vs Aditya Birla Sun Life Balanced Advantage Fund compare

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Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

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Kotak Balanced Advantage Fund -Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Kotak Balanced Advantage Fund -Regular Plan - Growth Option
Fund	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Kotak Balanced Advantage Fund -Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	High Risk	Very High Risk
Asset Size (Cr)	₹7239 Cr	₹16649 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹1000	₹100
Min Addl Investment	₹100	₹100
Launch Date	23 May 2000	03 Aug 2018
Category	Dynamic Asset Allocation	Dynamic Asset Allocation
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Hybrid 50+50 Moderate TRI	NIFTY 50 Hybrid Composite debt 50:50 Index
Turn Over	240%	285.96%
Expense Ratio	1.8	1.66
Manager	Lovelish Solanki	Harsha Upadhyaya
ISIN Code	INF084M01AB8	INF174KA1186
Exits Load	Aditya Birla Sun Life Balanced Advantage Fund - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./365	Kotak Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Kotak Balanced Advantage Fund -Regular Plan - Growth Option
1 Month	-1.46%	-2%
6 Month	-3.72%	-3.9%
1 Year	8.2%	7.4%
3 Year	10.57%	9.87%
5 Year	11.67%	10.72%

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Kotak Balanced Advantage Fund -Regular Plan - Growth Option
6 Month	-	-
1 Year	0.34%	-0.97%
3 Year	11.02%	10%
5 Year	11.84%	10.88%

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Kotak Balanced Advantage Fund -Regular Plan - Growth Option
1 Year	11.51%	12.38%
3 Year	11.47%	11.42%
5 Year	11.12%	11.8%

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Kotak Balanced Advantage Fund -Regular Plan - Growth Option
Standard Deviation	6.2%	6.467%
Sharp	0.57%	0.654%
Beta	0.92%	-
Alpha	1.49%	-

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Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Kotak Balanced Advantage Fund -Regular Plan - Growth Option
Name	Lovelish Solanki	Harsha Upadhyaya
Total AUM	₹14756 Cr	₹139411 Cr
Fund Manage	2	11
	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Kotak Balanced Advantage Fund -Regular Plan - Growth Option

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Kotak Balanced Advantage Fund -Regular Plan - Growth Option
Others	-0.81	30.7
Large Cap	56.11	40.06
Mid Cap	9.42	9.49
Small Cap	7.86	6.46

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Kotak Balanced Advantage Fund -Regular Plan - Growth Option
Others	-0.81	30.22
Telecom - Services	2.73	1.97
Petroleum Products	4.63	3.08
Electrical Equipment	1.36	0.74
IT - Software	7.01	8.36
Cement & Cement Products	1.46	0.8
Personal Products	1.71	0.52
Construction	2.62	1.93
Banks	13.5	9.74
Diversified FMCG	2.84	2.75
Pharmaceuticals & Biotechnology	3.26	1.15
Non - Ferrous Metals	1.31	0.39
Realty	2.93	2.06
Healthcare Services	1.27	1.19
Aerospace & Defense	0.44	0.52
Auto Components	2.51	2.97
Ferrous Metals	0.78	0.04
Automobiles	2.73	2.94
Finance	4.47	1.78
Insurance	1.24	0.93
Industrial Products	0.47	1.54
Consumer Durables	1.89	0.82
Transport Infrastructure	2.27	-0.01
Retailing	1.47	1.38
Diversified Metals	0.28	-0.01
Oil	0.66	0.39
Power	3.16	1.67
Fertilizers & Agrochemicals	0.3	1.05
Metals & Minerals Trading	0.46	-0.01
Consumable Fuels	0.94	0.19
Minerals & Mining	0.46	-
Transport Services	0.68	1.31
Chemicals & Petrochemicals	0.44	0.77
Leisure Services	0.31	0.05
Beverages	0.8	0.85
Cement and Cement Products	-	0.1
Gas	-	0.79
Agricultural, Commercial & Construction Vehicles	-	0.2
Financial Technology (Fintech)	-	0.71
Capital Markets	-	0.09
Pharmaceuticals and Biotechnology	-	0.43
Industrial Manufacturing	-	0.32