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Kotak Balanced Advantage Fund vs Edelweiss Balanced Advantage Fund compare
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹16649 Cr | ₹12238 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 03 Aug 2018 | 20 Aug 2009 |
| 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% | 81% |
| Expense Ratio | 1.66 | 1.69 |
| Manager | Harsha Upadhyaya | Rahul Dedhia |
| ISIN Code | INF174KA1186 | INF754K01285 |
| 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 | Edelweiss Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 4.86% | 5.02% |
| 6 Month | -5.03% | -7.09% |
| 1 Year | 8.55% | 6.36% |
| 3 Year | 10.81% | 11.12% |
| 5 Year | 15.96% | 16.82% |
SIP Return Analysis
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -0.78% | -0.83% |
| 1 Year | 0.54% | -2.08% |
| 3 Year | 10.93% | 11.35% |
| 5 Year | 11.08% | 12.01% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 12.38% | 9.77% |
| 3 Year | 11.42% | 11.52% |
| 5 Year | 11.8% | 11.23% |
Risk Management
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 7.209% | 8.045% |
| Sharp | 0.403% | 0.5% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Harsha Upadhyaya | Rahul Dedhia |
| Total AUM | ₹139411 Cr | ₹31988 Cr |
| Funds Managed | 11 | 10 |
| Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 33.82 | 27.12 |
| Large Cap | 50.18 | 52.16 |
| Mid Cap | 10.11 | 13.82 |
| Small Cap | 5.89 | 6.9 |
Sector Allocation
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 32.99 | 27.05 |
| Communication Services | 2.42 | 2.28 |
| Energy | 4.49 | 4.13 |
| Industrials | 8.3 | 3.8 |
| Technology | 9.8 | 10.12 |
| Healthcare | 3.72 | 7.32 |
| Financial Services | 15.04 | 21.21 |
| Consumer Defensive | 4.48 | 5.86 |
| Basic Materials | 6.4 | 2.38 |
| Real Estate | 1.74 | 1.34 |
| Utilities | 2.61 | 4.53 |
| Consumer Cyclical | 8.03 | 9.99 |
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