Kotak Balanced Advantage Fund vs Baroda BNP Paribas Balanced Advantage Fund compare
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
Invest NowBaroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Invest NowChart Comparison
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 |
Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
1 Month | -2.6% | -2.92% |
6 Month | 6.21% | 5.24% |
1 Year | 17.77% | 20.23% |
3 Year | 10.34% | 11.98% |
5 Year | 11.84% | 15.65% |
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 | 15% | 15.07% |
3 Year | 14.6% | 17.16% |
5 Year | 13.53% | 16.28% |
Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
1 Year | 12.19% | 15.8% |
3 Year | 11.44% | 14.68% |
5 Year | 11.76% | 15.75% |
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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts GuidanceScheme 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 |
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 |
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 |
Top Comparisons
SBI Equity Hybrid Fund - Regular Plan -Growth
3Y Returns9.67%
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
3Y Returns15.64%
HDFC Dividend Yield Fund - Growth Plan
3Y Returns19.13%
SBI Dividend Yield Fund - Regular Plan - Growth
3Y Returns0%
Nippon India US Equity Opportunites Fund- Growth Plan- Growth Option
3Y Returns8.13%
Aditya Birla Sun Life International Equity Fund - Plan A - Growth - Regular Plan
3Y Returns3.91%
ICICI Prudential Ultra Short Term Fund - Growth
3Y Returns6.17%
SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns6.14%