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)	₹16986 Cr	₹89878 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	05 Jul 2018	01 Feb 1994
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%	21.38%
Expense Ratio	1.65	1.36
Manager	Harsha Upadhyaya	Anil Bamboli
ISIN Code	INF174KA1186	INF179K01830
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 15% of the investment,1% will be charged for redemption within 1 year./365

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	HDFC Balanced Advantage Fund - Growth Plan
1 Month	1.11%	0.8%
6 Month	12.82%	14.14%
1 Year	22.94%	37.88%
3 Year	12.21%	25.15%
5 Year	13.62%	22.06%

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	HDFC Balanced Advantage Fund - Growth Plan
6 Month	-	-
1 Year	9.53%	16.09%
3 Year	22.25%	46.46%
5 Year	38.84%	86.54%

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	HDFC Balanced Advantage Fund - Growth Plan
1 Year	11.89%	18.11%
3 Year	11.49%	15.81%
5 Year	11.72%	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	34.85
Large Cap	33.63	51.6
Small Cap	1.77	7.44
Mid Cap	6.83	6.11

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	HDFC Balanced Advantage Fund - Growth Plan
Others	22.67	33.27
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	4.33
Chemicals	0.83	-
Capital Goods	1.46	-
Consumer Discretionary	0.47	-
Telecom - Services	-	2.17
Petroleum Products	-	4.65
Electrical Equipment	-	0.62
IT - Software	-	4.11
Pharmaceuticals & Biotechnology	-	3.16
Industrial Manufacturing	-	1.87
Cement & Cement Products	-	0.13
Transport Services	-	0.15
Finance	-	4.33
Ferrous Metals	-	0.26
Consumer Durables	-	0.45
Banks	-	16.75
Diversified FMCG	-	2.39
Non - Ferrous Metals	-	0.12
Realty	-	1.28
Agricultural, Commercial & Construction Vehicles	-	0.69
Leisure Services	-	0.06
Automobiles	-	2.62
Aerospace & Defense	-	2.96
Power	-	4.33
Insurance	-	0.8
Personal Products	-	0.01
Gas	-	1
Entertainment	-	0.15
Agricultural Food & other Products	-	0.01
Diversified Metals	-	0.28
Oil	-	0.39
Food Products	-	0.12
Chemicals & Petrochemicals	-	0.2
Capital Markets	-	0.08
Metals & Minerals Trading	-	0.09
Healthcare Services	-	0.17
Auto Components	-	0.97
Industrial Products	-	0.27
Transport Infrastructure	-	0.96
Consumable Fuels	-	3.64
Financial Technology (Fintech)	-	0.04
Fertilizers & Agrochemicals	-	0.09
Retailing	-	0.03