Kotak Balanced Advantage Fund vs HDFC Balanced Advantage Fund compare

Kotak Balanced Advantage Fund -Regular Plan - Growth Option

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HDFC Balanced Advantage Fund - Growth Plan

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Overview

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	HDFC Balanced Advantage Fund - Growth Plan
Fund	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	HDFC Balanced Advantage Fund - Growth Plan
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹16752 Cr	₹94866 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	03 Aug 2018	11 Sep 2000
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%	21.38%
Expense Ratio	1.65	1.35
Manager	Harsha Upadhyaya	Anil Bamboli
ISIN Code	INF174KA1186	INF179K01830
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	HDFC Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	HDFC Balanced Advantage Fund - Growth Plan
1 Month	1.12%	0.88%
6 Month	4.71%	2.11%
1 Year	15.78%	18.54%
3 Year	11.61%	22.59%
5 Year	12.13%	20.03%

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	HDFC Balanced Advantage Fund - Growth Plan
6 Month	-	-
1 Year	12.55%	10.12%
3 Year	14.4%	22.88%
5 Year	13.5%	23.82%

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	HDFC Balanced Advantage Fund - Growth Plan
1 Year	12.19%	18.18%
3 Year	11.44%	15.79%
5 Year	11.76%	14.82%

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	HDFC Balanced Advantage Fund - Growth Plan
Standard Deviation	5.45%	9.4%
Sharp	0.94%	1.72%
Beta	0.76%	0.99%
Alpha	2.13%	11.94%

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Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	HDFC Balanced Advantage Fund - Growth Plan
Name	Harsha Upadhyaya	Anil Bamboli
Total AUM	₹139411 Cr	₹135442 Cr
Fund Manage	11	12
	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	HDFC Balanced Advantage Fund - Growth Plan

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	HDFC Balanced Advantage Fund - Growth Plan
Others	38.48	46.37
Large Cap	33.63	54.24
Small Cap	1.77	7.04
Mid Cap	6.83	6.84

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	HDFC Balanced Advantage Fund - Growth Plan
Others	22.67	46.37
Consumer Staples	3.11	-
Metals & Mining	2.47	-
Services	1.25	-
Healthcare	1.44	-
Energy	4.3	-
Financial	18.22	-
Materials	0.41	-
Automobile	3.32	-
Communication	0.49	-
Sovereign	15.91	-
Technology	2.34	-
Construction	2.02	4.24
Chemicals	0.83	-
Capital Goods	1.46	-
Consumer Discretionary	0.47	-
Telecom - Services	-	2.55
Petroleum Products	-	4.95
Electrical Equipment	-	0.68
IT - Software	-	4.29
Pharmaceuticals & Biotechnology	-	4.04
Industrial Manufacturing	-	1.49
Cement & Cement Products	-	0.19
Transport Services	-	0.53
Finance	-	4.25
Ferrous Metals	-	0.49
Consumer Durables	-	0.31
Banks	-	18.34
Diversified FMCG	-	2.77
Non - Ferrous Metals	-	0.12
Realty	-	1.36
Agricultural, Commercial & Construction Vehicles	-	0.65
Leisure Services	-	0.06
Automobiles	-	3.27
Aerospace & Defense	-	1.44
Power	-	4.23
Insurance	-	0.84
Personal Products	-	0.01
Gas	-	0.78
Agricultural Food & other Products	-	0.04
Diversified Metals	-	0.02
Oil	-	0.26
Food Products	-	0.08
Entertainment	-	0.11
Industrial Products	-	0.34
Auto Components	-	0.88
Chemicals & Petrochemicals	-	0.37
Capital Markets	-	0.1
Metals & Minerals Trading	-	0.1
Healthcare Services	-	0.23
Transport Infrastructure	-	0.87
Consumable Fuels	-	2.66
Financial Technology (Fintech)	-	0.05
Minerals & Mining	-	0.01
Fertilizers & Agrochemicals	-	0.09
Retailing	-	0.03