Kotak Balanced Advantage Fund vs Edelweiss Balanced Advantage Fund compare

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Kotak Balanced Advantage Fund -Regular Plan - Growth Option

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Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 Risk	Very High Risk
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

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
1 Month	-2%	-2.04%
6 Month	-3.9%	-6.2%
1 Year	7.4%	4.34%
3 Year	9.87%	9.88%
5 Year	10.72%	13.2%

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
6 Month	-	-
1 Year	-0.97%	-4.15%
3 Year	10%	10.28%
5 Year	10.88%	11.78%

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%

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Standard Deviation	6.467%	8.045%
Sharp	0.654%	0.5%
Beta	-	-
Alpha	-	-

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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	30.7	21.37
Large Cap	40.06	56.06
Mid Cap	9.49	9.03
Small Cap	6.46	3.01

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Others	30.22	17.38
Cement and Cement Products	0.1	-
Telecom - Services	1.97	-
Petroleum Products	3.08	-
Industrial Products	1.54	-
IT - Software	8.36	-
Pharmaceuticals & Biotechnology	1.15	-
Construction	1.93	3.56
Banks	9.74	-
Diversified FMCG	2.75	-
Non - Ferrous Metals	0.39	-
Cement & Cement Products	0.8	-
Ferrous Metals	0.04	-
Realty	2.06	-
Healthcare Services	1.19	-
Power	1.67	-
Automobiles	2.94	-
Personal Products	0.52	-
Transport Services	1.31	-
Finance	1.78	-
Gas	0.79	-
Fertilizers & Agrochemicals	1.05	-
Consumer Durables	0.82	-
Electrical Equipment	0.74	-
Diversified Metals	-0.01	-
Agricultural, Commercial & Construction Vehicles	0.2	-
Oil	0.39	-
Aerospace & Defense	0.52	-
Auto Components	2.97	-
Chemicals & Petrochemicals	0.77	-
Retailing	1.38	-
Financial Technology (Fintech)	0.71	-
Metals & Minerals Trading	-0.01	-
Consumable Fuels	0.19	-
Capital Markets	0.09	-
Pharmaceuticals and Biotechnology	0.43	-
Transport Infrastructure	-0.01	-
Insurance	0.93	0.35
Leisure Services	0.05	-
Beverages	0.85	-
Industrial Manufacturing	0.32	-
Energy	-	9.3
Automobile	-	6.09
Textiles	-	0.32
Healthcare	-	3.69
Financial	-	24.14
Technology	-	4.66
Metals & Mining	-	2.56
Capital Goods	-	2.16
Materials	-	2.32
Services	-	2.94
Sovereign	-	2.27
Consumer Staples	-	3.96
Chemicals	-	0.82
Communication	-	2.95