Kotak Balanced Advantage Fund vs Axis Balanced Advantage Fund compare
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
Axis Balanced Advantage Fund - Regular Plan - Growth
Chart Comparison
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹16752 Cr | ₹2547 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 03 Aug 2018 | 01 Aug 2017 |
| 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% | 24% |
| Expense Ratio | 1.65 | 2.01 |
| Manager | Harsha Upadhyaya | Hardik Shah |
| ISIN Code | INF174KA1186 | INF846K01A52 |
| 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 | Axis 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 | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -1.65% | -0.84% |
| 6 Month | 0.39% | 1.62% |
| 1 Year | 12.31% | 15.95% |
| 3 Year | 10.44% | 11.52% |
| 5 Year | 11.51% | 11.85% |
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 6.2% | 8.76% |
| 3 Year | 12.39% | 15.58% |
| 5 Year | 12.23% | 13.73% |
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.19% | 7.63% |
| 3 Year | 11.44% | 9.65% |
| 5 Year | 11.76% | 8.02% |
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 5.45% | 7.39% |
| Sharp | 0.94% | 0.89% |
| Beta | 0.76% | 0.98% |
| Alpha | 2.13% | 2.31% |
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| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Name | Harsha Upadhyaya | Hardik Shah |
| Total AUM | ₹139411 Cr | ₹0 Cr |
| Fund Manage | 11 | 12 |
| Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 33.66 | 18.35 |
| Large Cap | 42.17 | 53.62 |
| Mid Cap | 8.62 | 8.15 |
| Small Cap | 5.6 | 6.52 |
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 33.66 | 18.35 |
| Telecom - Services | 1.66 | 2.46 |
| Petroleum Products | 3.23 | 4.54 |
| Industrial Products | 1.67 | 0.71 |
| IT - Software | 8.36 | 6.38 |
| Pharmaceuticals & Biotechnology | 1.28 | 4.91 |
| Construction | 1.98 | 2.97 |
| Banks | 10.23 | 14.48 |
| Diversified FMCG | 2.81 | 0.66 |
| Non - Ferrous Metals | 0.54 | 0.77 |
| Cement & Cement Products | 0.95 | 1.08 |
| Ferrous Metals | 0.05 | 0.19 |
| Realty | 1.2 | 0.45 |
| Power | 1.71 | 2.35 |
| Automobiles | 3.08 | 5.31 |
| Personal Products | 0.79 | 0.77 |
| Transport Services | 1.39 | 0.03 |
| Finance | 1.8 | 4.42 |
| Gas | 0.77 | 0.14 |
| Fertilizers & Agrochemicals | 1.06 | 0.8 |
| Consumer Durables | 0.95 | 0.22 |
| Electrical Equipment | 0.52 | 0.79 |
| Diversified Metals | -0.01 | 0.46 |
| Agricultural, Commercial & Construction Vehicles | 0.21 | - |
| Oil | 0.42 | 0.54 |
| Aerospace & Defense | 0.44 | 0.99 |
| Auto Components | 3.07 | 0.45 |
| Chemicals & Petrochemicals | 0.87 | 1.32 |
| Retailing | 1.63 | 0.65 |
| Financial Technology (Fintech) | 0.64 | - |
| Metals & Minerals Trading | 0 | - |
| Healthcare Services | 0.68 | 1.63 |
| Consumable Fuels | 0.21 | 0.87 |
| Transport Infrastructure | 0 | - |
| Insurance | 1.09 | 2.9 |
| Beverages | 0.81 | 0.53 |
| Industrial Manufacturing | 0.3 | 1.45 |
| Capital Markets | - | 0.02 |
| IT - Services | - | 0.08 |
| Agricultural Food & other Products | - | 0.64 |
| Food Products | - | 0.04 |
| Household Products | - | 0.73 |
| Leisure Services | - | 0.56 |
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