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

Kotak Balanced Advantage Fund -Regular Plan - Growth Option

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

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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)	₹16752 Cr	₹4115 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	03 Aug 2018	13 Nov 2018
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%	173%
Expense Ratio	1.65	1.89
Manager	Harsha Upadhyaya	Miten Vora
ISIN Code	INF174KA1186	INF955L01HC4
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	Data not available./365

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Month	-1.65%	-1.91%
6 Month	0.39%	0.64%
1 Year	12.31%	12.04%
3 Year	10.44%	11.76%
5 Year	11.51%	15.29%

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	6.2%	5.02%
3 Year	12.39%	14.52%
5 Year	12.23%	14.56%

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%

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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	33.66	35.61
Large Cap	42.17	44.53
Mid Cap	8.62	12.78
Small Cap	5.6	16.17

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Others	33.66	35.61
Telecom - Services	1.66	1.96
Petroleum Products	3.23	6.14
Industrial Products	1.67	1.67
IT - Software	8.36	5.94
Pharmaceuticals & Biotechnology	1.28	4.13
Construction	1.98	5.79
Banks	10.23	13.81
Diversified FMCG	2.81	0.17
Non - Ferrous Metals	0.54	0.35
Cement & Cement Products	0.95	-
Ferrous Metals	0.05	-
Realty	1.2	1.37
Power	1.71	5.63
Automobiles	3.08	0.91
Personal Products	0.79	0.55
Transport Services	1.39	0.54
Finance	1.8	2.11
Gas	0.77	-
Fertilizers & Agrochemicals	1.06	-
Consumer Durables	0.95	1.35
Electrical Equipment	0.52	3.08
Diversified Metals	-0.01	-
Agricultural, Commercial & Construction Vehicles	0.21	-
Oil	0.42	0.57
Aerospace & Defense	0.44	2.03
Auto Components	3.07	1.8
Chemicals & Petrochemicals	0.87	0.52
Retailing	1.63	4.12
Financial Technology (Fintech)	0.64	1.64
Metals & Minerals Trading	0	-
Healthcare Services	0.68	0.75
Consumable Fuels	0.21	-
Transport Infrastructure	0	-
Insurance	1.09	-
Beverages	0.81	0.87
Industrial Manufacturing	0.3	2.25
Miscellaneous	-	0.86
IT - Services	-	0.49
Food Products	-	0.27
Household Products	-	0.54
Capital Markets	-	1.03
Leisure Services	-	0.24