Kotak Balanced Advantage Fund vs Edelweiss Balanced Advantage Fund compare

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tortoise-icon Kotak Balanced Advantage Fund -Regular Plan - Growth Option

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tortoise-icon 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 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

Trailing Lumpsum Returns

Scheme Name Kotak Balanced Advantage Fund -Regular Plan - Growth Option Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
1 Month -2.77% -3.78%
6 Month 6.03% 3.51%
1 Year 17.57% 19.49%
3 Year 10.25% 10.31%
5 Year 11.79% 14.53%

SIP Return Analysis

Scheme Name Kotak Balanced Advantage Fund -Regular Plan - Growth Option Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
6 Month - -
1 Year 15% 12.52%
3 Year 14.6% 15.2%
5 Year 13.53% 14.98%

Rolling Lumpsum Returns

Scheme Name Kotak Balanced Advantage Fund -Regular Plan - Growth Option Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
1 Year 12.19% 9.63%
3 Year 11.44% 11.61%
5 Year 11.76% 11.18%

Risk Management

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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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
Fund Manage 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 38.48 21.37
Large Cap 33.63 56.06
Small Cap 1.77 3.01
Mid Cap 6.83 9.03

Sector Allocation

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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