Kotak Balanced Advantage Fund vs BANDHAN Balanced Advantage Fund Regular Plan Growth compare

Kotak Balanced Advantage Fund -Regular Plan - Growth Option

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BANDHAN Balanced Advantage Fund Regular Plan Growth

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Overview

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	-2.21%	-2.93%
6 Month	-0.31%	-0.13%
1 Year	11.67%	10.9%
3 Year	10.73%	8.67%
5 Year	11.56%	10.14%

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	BANDHAN Balanced Advantage Fund Regular Plan Growth
6 Month	-	-
1 Year	8.73%	9.26%
3 Year	13.56%	12.97%
5 Year	12.94%	11.72%

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	30.7	-21.01
Large Cap	40.06	64.36
Mid Cap	9.49	9.73
Small Cap	6.46	8.27

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	BANDHAN Balanced Advantage Fund Regular Plan Growth
Others	30.22	-21.01
Cement and Cement Products	0.1	-
Telecom - Services	1.97	3.83
Petroleum Products	3.08	3.2
Industrial Products	1.54	-
IT - Software	8.36	9.6
Pharmaceuticals & Biotechnology	1.15	4.45
Construction	1.93	2.69
Banks	9.74	14.55
Diversified FMCG	2.75	2.42
Non - Ferrous Metals	0.39	-
Cement & Cement Products	0.8	1.03
Ferrous Metals	0.04	0.85
Realty	2.06	1.43
Healthcare Services	1.19	2.19
Power	1.67	1.74
Automobiles	2.94	4.93
Personal Products	0.52	1.39
Transport Services	1.31	0.78
Finance	1.78	8.63
Gas	0.79	0.53
Fertilizers & Agrochemicals	1.05	0.47
Consumer Durables	0.82	0.64
Electrical Equipment	0.74	1.73
Diversified Metals	-0.01	1.19
Agricultural, Commercial & Construction Vehicles	0.2	-
Oil	0.39	0.29
Aerospace & Defense	0.52	0.59
Auto Components	2.97	1.27
Chemicals & Petrochemicals	0.77	0.37
Retailing	1.38	4.71
Financial Technology (Fintech)	0.71	1.02
Metals & Minerals Trading	-0.01	-
Consumable Fuels	0.19	-
Capital Markets	0.09	0.92
Pharmaceuticals and Biotechnology	0.43	-
Transport Infrastructure	-0.01	-
Insurance	0.93	1.42
Leisure Services	0.05	0.37
Beverages	0.85	2.55
Industrial Manufacturing	0.32	0.37
Entertainment	-	0.1
Food Products	-	0.11