Kotak Balanced Advantage Fund vs Baroda BNP Paribas Balanced Advantage Fund compare

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tortoise-icon Kotak Balanced Advantage Fund -Regular Plan - Growth Option

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tortoise-icon Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Kotak Balanced Advantage Fund -Regular Plan - Growth Option Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Fund Kotak Balanced Advantage Fund -Regular Plan - Growth Option Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹16986 Cr ₹3969 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 05 Jul 2018 04 Nov 2018
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% 173%
Expense Ratio 1.65 1.88
Manager Harsha Upadhyaya Miten Vora
ISIN Code INF174KA1186 INF955L01HC4
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 1 year./365

Trailing Lumpsum Returns

Scheme Name Kotak Balanced Advantage Fund -Regular Plan - Growth Option Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Month 1.11% 1.5%
6 Month 12.82% 12.26%
1 Year 22.94% 27.11%
3 Year 12.21% 14.58%
5 Year 13.62% 17.45%

SIP Return Analysis

Scheme Name Kotak Balanced Advantage Fund -Regular Plan - Growth Option Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
6 Month - 6.05%
1 Year 9.53% 10.7%
3 Year 22.25% 10.7%
5 Year 38.84% 10.7%

Rolling Lumpsum Returns

Scheme Name Kotak Balanced Advantage Fund -Regular Plan - Growth Option Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Year 11.89% 15.6%
3 Year 11.49% 14.73%
5 Year 11.72% 15.71%

Risk Management

Scheme Name Kotak Balanced Advantage Fund -Regular Plan - Growth Option Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Standard Deviation 5.45% 8.78%
Sharp 0.94% 0.89%
Beta 0.76% 1.12%
Alpha 2.13% 2.8%

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Fund Managers

Scheme Name Kotak Balanced Advantage Fund -Regular Plan - Growth Option Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Name Harsha Upadhyaya Miten Vora
Total AUM ₹139411 Cr ₹6478 Cr
Fund Manage 11 6
Kotak Balanced Advantage Fund -Regular Plan - Growth Option Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

Market Cap

Scheme Name

Kotak Balanced Advantage Fund -Regular Plan - Growth Option

Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

Others 38.48 11.57
Large Cap 33.63 48.87
Small Cap 1.77 6.47
Mid Cap 6.83 12.12

Sector Allocation

Scheme Name

Kotak Balanced Advantage Fund -Regular Plan - Growth Option

Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

Others 22.67 8.39
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 5.05
Chemicals 0.83 -
Capital Goods 1.46 -
Consumer Discretionary 0.47 -
Petroleum Products - 5.61
IT - Software - 4.09
Industrial Manufacturing - 1.21
Banks - 18.22
Pharmaceuticals & Biotechnology - 3.69
Non - Ferrous Metals - 0.03
Electrical Equipment - 1.87
Realty - 1.28
Transport Services - 1.18
Capital Markets - 1.56
Finance - 1.92
Telecom - Services - 3.28
Automobiles - 2
Consumer Durables - 2.27
Retailing - 2.82
Power - 4.49
Ferrous Metals - 1.83
Food Products - 0.9
Aerospace & Defense - 2.12
Oil - 0.91
Industrial Products - 1.92
Auto Components - 0.34
Financial Technology (Fintech) - 0.53
Leisure Services - 0.15
Healthcare Services - 0.69
Beverages - 0.68

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