- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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 | 4.99% | 3.87% |
| 6 Month | 1.89% | -0.06% |
| 1 Year | 10.59% | 5.36% |
| 3 Year | 12.53% | 12.4% |
| 5 Year | 15.55% | 16.29% |
SIP Return Analysis
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.63% | 1.42% |
| 1 Year | 5.05% | 0.21% |
| 3 Year | 12.11% | 11.49% |
| 5 Year | 11.52% | 11.81% |
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 | - | - |
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 | 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 |
Top Comparisons
Canara Robeco Banking and PSU Debt Fund- Regular Plan- Growth Option
3Y Returns0%
LIC MF Banking & PSU Debt Fund-Growth
3Y Returns7.04%
HDFC Large and Mid Cap Fund - Growth Option
3Y Returns20.94%
Nippon India Vision Fund-Growth Plan-Growth Option
3Y Returns21.39%
UTI MMF - Regular Plan - Growth Option
3Y Returns7.32%
Axis Money Market Fund - Regular Plan - Growth Option
3Y Returns7.27%
HDFC Value Fund - Growth Plan
3Y Returns19.6%
Quant Value Fund Regular - Growth
3Y Returns21.35%
