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) | ₹16986 Cr | ₹2323 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 05 Jul 2018 | 07 Aug 2017 |
| 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% | 24% |
| Expense Ratio | 1.65 | 2.03 |
| Manager | Harsha Upadhyaya | Hardik Shah |
| ISIN Code | INF174KA1186 | INF846K01A52 |
| 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 for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365 |
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -0.55% | 0.05% |
| 6 Month | 9.38% | 12.74% |
| 1 Year | 20.66% | 28.39% |
| 3 Year | 10.9% | 11.98% |
| 5 Year | 12.24% | 12.47% |
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 9.53% | 12.57% |
| 3 Year | 22.25% | 26.75% |
| 5 Year | 38.84% | 41.86% |
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.89% | 7.55% |
| 3 Year | 11.49% | 9.68% |
| 5 Year | 11.72% | 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 | 38.48 | 35.88 |
| Large Cap | 33.63 | 51.36 |
| Small Cap | 1.77 | 5.34 |
| Mid Cap | 6.83 | 7.43 |
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 22.67 | 9.94 |
| Consumer Staples | 3.11 | 3.53 |
| Metals & Mining | 2.47 | 1.01 |
| Services | 1.25 | 1.28 |
| Healthcare | 1.44 | 5.51 |
| Energy | 4.3 | 7.6 |
| Financial | 18.22 | 28.95 |
| Materials | 0.41 | 1.96 |
| Automobile | 3.32 | 6.85 |
| Communication | 0.49 | 4.05 |
| Sovereign | 15.91 | 11.61 |
| Technology | 2.34 | 4.95 |
| Construction | 2.02 | 3.68 |
| Chemicals | 0.83 | 2.54 |
| Capital Goods | 1.46 | 4.12 |
| Consumer Discretionary | 0.47 | - |
| Insurance | - | 2.43 |
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