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 | 4.46% | 3.77% |
6 Month | -1.78% | -0.59% |
1 Year | 9.81% | 13.5% |
3 Year | 10.91% | 13.19% |
5 Year | 14.75% | 14.25% |
SIP Return Analysis
Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
6 Month | -1.48% | -0.59% |
1 Year | -2.53% | 1.03% |
3 Year | 9.59% | 13.67% |
5 Year | 10.12% | 12.4% |
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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