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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
Overview
| 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) | ₹16649 Cr | ₹2652 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 | 1.66 | 2 |
| 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 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 4.86% | 4.19% |
| 6 Month | -5.03% | -4.05% |
| 1 Year | 8.55% | 11.22% |
| 3 Year | 10.81% | 12.94% |
| 5 Year | 15.96% | 14.31% |
SIP Return Analysis
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -1.58% | -0.37% |
| 1 Year | -0.21% | 2.96% |
| 3 Year | 10.86% | 14.76% |
| 5 Year | 11.02% | 13.17% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.38% | 8.22% |
| 3 Year | 11.42% | 9.95% |
| 5 Year | 11.8% | 8.8% |
Risk Management
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 7.209% | 8.096% |
| Sharp | 0.403% | 0.607% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| 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 |
| Funds Managed | 11 | 12 |
| Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 33.82 | 34.05 |
| Large Cap | 50.18 | 56.4 |
| Mid Cap | 10.11 | 5.5 |
| Small Cap | 5.89 | 4.04 |
Sector Allocation
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 32.99 | 32.81 |
| Communication Services | 2.42 | 3.08 |
| Energy | 4.49 | 7.7 |
| Industrials | 8.3 | 5.28 |
| Technology | 9.8 | 6.58 |
| Healthcare | 3.72 | 5.99 |
| Financial Services | 15.04 | 21.88 |
| Consumer Defensive | 4.48 | 2.51 |
| Basic Materials | 6.4 | 3.97 |
| Real Estate | 1.74 | 0.43 |
| Utilities | 2.61 | 1.99 |
| Consumer Cyclical | 8.03 | 7.77 |
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