- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Returns with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Retirement Calculator Estimate Retirement Corpus & Investment Amount
Child's Future Calculator Estimate Child Future Corpus & Invesment Amount
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Compare Funds Comparison of fund details
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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 Risk | Very High Risk |
| 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 | -2% | -2.9% |
| 6 Month | -3.9% | -5.83% |
| 1 Year | 7.4% | 5.14% |
| 3 Year | 9.87% | 11.35% |
| 5 Year | 10.72% | 13.9% |
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 | -0.97% | -4.04% |
| 3 Year | 10% | 11.29% |
| 5 Year | 10.88% | 12.58% |
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 | 6.467% | 9.305% |
| Sharp | 0.654% | 0.603% |
| Beta | - | - |
| Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 30.7 | 35.61 |
| Large Cap | 40.06 | 44.53 |
| Mid Cap | 9.49 | 12.78 |
| Small Cap | 6.46 | 16.17 |
Sector Allocation
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Others | 30.22 | 35.61 |
| Cement and Cement Products | 0.1 | - |
| Telecom - Services | 1.97 | 1.96 |
| Petroleum Products | 3.08 | 6.14 |
| Industrial Products | 1.54 | 1.67 |
| IT - Software | 8.36 | 5.94 |
| Pharmaceuticals & Biotechnology | 1.15 | 4.13 |
| Construction | 1.93 | 5.79 |
| Banks | 9.74 | 13.81 |
| Diversified FMCG | 2.75 | 0.17 |
| Non - Ferrous Metals | 0.39 | 0.35 |
| Cement & Cement Products | 0.8 | - |
| Ferrous Metals | 0.04 | - |
| Realty | 2.06 | 1.37 |
| Healthcare Services | 1.19 | 0.75 |
| Power | 1.67 | 5.63 |
| Automobiles | 2.94 | 0.91 |
| Personal Products | 0.52 | 0.55 |
| Transport Services | 1.31 | 0.54 |
| Finance | 1.78 | 2.11 |
| Gas | 0.79 | - |
| Fertilizers & Agrochemicals | 1.05 | - |
| Consumer Durables | 0.82 | 1.35 |
| Electrical Equipment | 0.74 | 3.08 |
| Diversified Metals | -0.01 | - |
| Agricultural, Commercial & Construction Vehicles | 0.2 | - |
| Oil | 0.39 | 0.57 |
| Aerospace & Defense | 0.52 | 2.03 |
| Auto Components | 2.97 | 1.8 |
| Chemicals & Petrochemicals | 0.77 | 0.52 |
| Retailing | 1.38 | 4.12 |
| Financial Technology (Fintech) | 0.71 | 1.64 |
| Metals & Minerals Trading | -0.01 | - |
| Consumable Fuels | 0.19 | - |
| Capital Markets | 0.09 | 1.03 |
| Pharmaceuticals and Biotechnology | 0.43 | - |
| Transport Infrastructure | -0.01 | - |
| Insurance | 0.93 | - |
| Leisure Services | 0.05 | 0.24 |
| Beverages | 0.85 | 0.87 |
| Industrial Manufacturing | 0.32 | 2.25 |
| Miscellaneous | - | 0.86 |
| IT - Services | - | 0.49 |
| Food Products | - | 0.27 |
| Household Products | - | 0.54 |
Top Comparisons
ICICI Prudential Overnight Fund - Growth
3Y Returns6.09%
HSBC Overnight Fund - Regular Growth
3Y Returns6.08%
ICICI Prudential Silver ETF Fund of Fund - Growth
3Y Returns13.32%
Axis Silver Fund of Fund -Regular Plan- Growth Option
3Y Returns0%
DSP Ultra Short Fund - Regular Plan - Growth
3Y Returns6.04%
LIC MF Ultra Short Term Fund Regular - Growth
3Y Returns5.84%
ICICI Prudential Exports & Services Fund - Growth
3Y Returns17.85%
Tata Quant Fund-Regular Plan-Growth
3Y Returns12.28%
