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

Kotak Balanced Advantage Fund -Regular Plan - Growth Option

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

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)	₹16348 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	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%

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%

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Year	12.91%	16.71%
3 Year	30.76%	39.46%
5 Year	41.99%	54.94%

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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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

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