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
Chart Comparison
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) | ₹16649 Cr | ₹4078 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 | 1.66 | 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 |
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 | 1.86% | 1.09% |
6 Month | 0.62% | -0.41% |
1 Year | 9.82% | 6.07% |
3 Year | 11.64% | 13.12% |
5 Year | 15.38% | 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 | 2.11% | 1.39% |
1 Year | 3.39% | 0.81% |
3 Year | 11.94% | 13.07% |
5 Year | 11.48% | 12.98% |
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 | 12.38% | 15.87% |
3 Year | 11.42% | 14.5% |
5 Year | 11.8% | 15.77% |
Risk Management
Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
Standard Deviation | 7.209% | 10.009% |
Sharp | 0.403% | 0.418% |
Beta | - | - |
Alpha | - | - |
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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 |
Funds Managed | 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 | 33.82 | 31.15 |
Large Cap | 50.18 | 42.99 |
Mid Cap | 10.11 | 14.66 |
Small Cap | 5.89 | 11.21 |
Sector Allocation
Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
Others | 32.99 | 26.01 |
Communication Services | 2.42 | 3.73 |
Energy | 4.49 | 7.58 |
Industrials | 8.3 | 12.94 |
Technology | 9.8 | 7.73 |
Healthcare | 3.72 | 6.54 |
Financial Services | 15.04 | 22.52 |
Consumer Defensive | 4.48 | 2.53 |
Basic Materials | 6.4 | 0.99 |
Real Estate | 1.74 | - |
Utilities | 2.61 | 3.08 |
Consumer Cyclical | 8.03 | 6.34 |
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