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
| 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) | ₹16986 Cr | ₹11715 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 05 Jul 2018 | 20 Aug 2009 |
| 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% | 81% |
| Expense Ratio | 1.65 | 1.7 |
| Manager | Harsha Upadhyaya | Rahul Dedhia |
| ISIN Code | INF174KA1186 | INF754K01285 |
| 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 90 days./365 |
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 1.11% | -2.98% |
| 6 Month | 12.82% | 8.79% |
| 1 Year | 22.94% | 24.1% |
| 3 Year | 12.21% | 11.22% |
| 5 Year | 13.62% | 15.71% |
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 9.53% | 11.59% |
| 3 Year | 22.25% | 26.05% |
| 5 Year | 38.84% | 48.37% |
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 11.89% | 9.66% |
| 3 Year | 11.49% | 11.65% |
| 5 Year | 11.72% | 11.17% |
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 5.45% | 7.27% |
| Sharp | 0.94% | 0.8% |
| Beta | 0.76% | 0.25% |
| Alpha | 2.13% | 3.73% |
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| 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 |
| Fund Manage | 11 | 10 |
| Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 38.48 | 21.37 |
| Large Cap | 33.63 | 56.06 |
| Small Cap | 1.77 | 3.01 |
| Mid Cap | 6.83 | 9.03 |
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 22.67 | 17.38 |
| Consumer Staples | 3.11 | 3.96 |
| Metals & Mining | 2.47 | 2.56 |
| Services | 1.25 | 2.94 |
| Healthcare | 1.44 | 3.69 |
| Energy | 4.3 | 9.3 |
| Financial | 18.22 | 24.14 |
| Materials | 0.41 | 2.32 |
| Automobile | 3.32 | 6.09 |
| Communication | 0.49 | 2.95 |
| Sovereign | 15.91 | 2.27 |
| Technology | 2.34 | 4.66 |
| Construction | 2.02 | 3.56 |
| Chemicals | 0.83 | 0.82 |
| Capital Goods | 1.46 | 2.16 |
| Consumer Discretionary | 0.47 | - |
| Textiles | - | 0.32 |
| Insurance | - | 0.35 |
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