Kotak Balanced Advantage Fund vs BANDHAN Balanced Advantage Fund Regular Plan Growth compare
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
BANDHAN Balanced Advantage Fund Regular Plan Growth
Chart Comparison
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| Fund | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | BANDHAN Balanced Advantage Fund Regular Plan Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹16752 Cr | ₹2268 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 03 Aug 2018 | 10 Oct 2014 |
| 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 | Ritika Behera |
| ISIN Code | INF174KA1186 | INF194KA1UE8 |
| 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 | Bandhan Balanced Advantage Fund - Regular Plan - 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 | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| 1 Month | 1.12% | 1.5% |
| 6 Month | 4.71% | 5.08% |
| 1 Year | 15.78% | 15.75% |
| 3 Year | 11.61% | 9.31% |
| 5 Year | 12.13% | 11.03% |
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 12.55% | 12.47% |
| 3 Year | 14.4% | 13.46% |
| 5 Year | 13.5% | 12.1% |
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| 1 Year | 12.19% | 8.89% |
| 3 Year | 11.44% | 8.51% |
| 5 Year | 11.76% | 8.42% |
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| Standard Deviation | 5.45% | 6.89% |
| Sharp | 0.94% | 0.48% |
| Beta | 0.76% | 0.84% |
| Alpha | 2.13% | -0.51% |
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| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| Name | Harsha Upadhyaya | Ritika Behera |
| Total AUM | ₹139411 Cr | ₹43013 Cr |
| Fund Manage | 11 | 19 |
| Kotak Balanced Advantage Fund -Regular Plan - Growth Option | BANDHAN Balanced Advantage Fund Regular Plan Growth |
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| Others | 38.48 | -21.01 |
| Large Cap | 33.63 | 64.36 |
| Small Cap | 1.77 | 8.27 |
| Mid Cap | 6.83 | 9.73 |
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| Others | 22.67 | -21.01 |
| Consumer Staples | 3.11 | - |
| Metals & Mining | 2.47 | - |
| Services | 1.25 | - |
| Healthcare | 1.44 | - |
| Energy | 4.3 | - |
| Financial | 18.22 | - |
| Materials | 0.41 | - |
| Automobile | 3.32 | - |
| Communication | 0.49 | - |
| Sovereign | 15.91 | - |
| Technology | 2.34 | - |
| Construction | 2.02 | 2.69 |
| Chemicals | 0.83 | - |
| Capital Goods | 1.46 | - |
| Consumer Discretionary | 0.47 | - |
| Telecom - Services | - | 3.83 |
| Realty | - | 1.43 |
| Petroleum Products | - | 3.2 |
| IT - Software | - | 9.6 |
| Capital Markets | - | 0.92 |
| Cement & Cement Products | - | 1.03 |
| Ferrous Metals | - | 0.85 |
| Retailing | - | 4.71 |
| Finance | - | 8.63 |
| Diversified FMCG | - | 2.42 |
| Banks | - | 14.55 |
| Pharmaceuticals & Biotechnology | - | 4.45 |
| Auto Components | - | 1.27 |
| Industrial Manufacturing | - | 0.37 |
| Electrical Equipment | - | 1.73 |
| Automobiles | - | 4.93 |
| Personal Products | - | 1.39 |
| Transport Services | - | 0.78 |
| Gas | - | 0.53 |
| Beverages | - | 2.55 |
| Diversified Metals | - | 1.19 |
| Oil | - | 0.29 |
| Entertainment | - | 0.1 |
| Aerospace & Defense | - | 0.59 |
| Consumer Durables | - | 0.64 |
| Healthcare Services | - | 2.19 |
| Food Products | - | 0.11 |
| Power | - | 1.74 |
| Chemicals & Petrochemicals | - | 0.37 |
| Fertilizers & Agrochemicals | - | 0.47 |
| Insurance | - | 1.42 |
| Leisure Services | - | 0.37 |
| Financial Technology (Fintech) | - | 1.02 |
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