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Kotak Balanced Advantage Fund vs Aditya Birla Sun Life Balanced Advantage Fund compare
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
Chart Comparison
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 | Very High |
| 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 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 4.28% | 3.93% |
| 6 Month | -4.86% | -5.44% |
| 1 Year | 8.53% | 7.12% |
| 3 Year | 10.85% | 9.93% |
| 5 Year | 17.33% | 16.32% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.31% | -1.58% |
| 1 Year | 2.16% | -0.21% |
| 3 Year | 12.26% | 10.86% |
| 5 Year | 12.19% | 11.02% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 11.38% | 12.38% |
| 3 Year | 11.47% | 11.42% |
| 5 Year | 11.16% | 11.8% |
Risk Management
| 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% | 7.209% |
| Sharp | 0.49% | 0.403% |
| Beta | 0.94% | - |
| Alpha | 1.14% | - |
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Fund Managers
| 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 |
| Funds Managed | 2 | 11 |
| Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
|---|---|---|
| Others | 35.45 | 33.82 |
| Large Cap | 46.21 | 50.18 |
| Mid Cap | 14.07 | 10.11 |
| Small Cap | 4.27 | 5.89 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
|---|---|---|
| Others | 30.05 | 32.99 |
| Communication Services | 1.9 | 2.42 |
| Energy | 6.22 | 4.49 |
| Industrials | 9.12 | 8.3 |
| Technology | 6.36 | 9.8 |
| Basic Materials | 6.73 | 6.4 |
| Consumer Defensive | 4.34 | 4.48 |
| Financial Services | 19.46 | 15.04 |
| Consumer Cyclical | 6.79 | 8.03 |
| Healthcare | 4.44 | 3.72 |
| Real Estate | 2.03 | 1.74 |
| Utilities | 2.55 | 2.61 |
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