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) | ₹16348 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 | 1.11% | 1.45% |
6 Month | 12.82% | 14.11% |
1 Year | 22.94% | 30.3% |
3 Year | 12.21% | 13.03% |
5 Year | 13.62% | 13.14% |
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 | 12.91% | 12.56% |
3 Year | 30.76% | 32.12% |
5 Year | 41.99% | 45.81% |
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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Get Free Experts GuidanceScheme 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 |
Mid Cap | 6.83 | 7.43 |
Small Cap | 1.77 | 5.34 |
Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
Others | 22.67 | 9.94 |
Financial | 18.22 | 28.95 |
Sovereign | 15.91 | 11.61 |
Energy | 4.3 | 7.6 |
Technology | 2.34 | 4.95 |
Construction | 2.02 | 3.68 |
Automobile | 3.32 | 6.85 |
Materials | 0.41 | 1.96 |
Consumer Staples | 3.11 | 3.53 |
Services | 1.25 | 1.28 |
Metals & Mining | 2.47 | 1.01 |
Chemicals | 0.83 | 2.54 |
Capital Goods | 1.46 | 4.12 |
Healthcare | 1.44 | 5.51 |
Communication | 0.49 | 4.05 |
Consumer Discretionary | 0.47 | - |
Insurance | - | 2.43 |
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