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	-2.21%	-2.77%
6 Month	-0.31%	-3.88%
1 Year	11.67%	9.27%
3 Year	10.73%	19.48%
5 Year	11.56%	19.9%

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	HDFC Balanced Advantage Fund - Growth Plan
6 Month	-	-
1 Year	8.73%	5.18%
3 Year	13.56%	21.23%
5 Year	12.94%	23.03%

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	30.7	46.37
Large Cap	40.06	54.24
Mid Cap	9.49	6.84
Small Cap	6.46	7.04

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	HDFC Balanced Advantage Fund - Growth Plan
Others	30.22	46.37
Cement and Cement Products	0.1	-
Telecom - Services	1.97	2.55
Petroleum Products	3.08	4.95
Industrial Products	1.54	0.34
IT - Software	8.36	4.29
Pharmaceuticals & Biotechnology	1.15	4.04
Construction	1.93	4.24
Banks	9.74	18.34
Diversified FMCG	2.75	2.77
Non - Ferrous Metals	0.39	0.12
Cement & Cement Products	0.8	0.19
Ferrous Metals	0.04	0.49
Realty	2.06	1.36
Healthcare Services	1.19	0.23
Power	1.67	4.23
Automobiles	2.94	3.27
Personal Products	0.52	0.01
Transport Services	1.31	0.53
Finance	1.78	4.25
Gas	0.79	0.78
Fertilizers & Agrochemicals	1.05	0.09
Consumer Durables	0.82	0.31
Electrical Equipment	0.74	0.68
Diversified Metals	-0.01	0.02
Agricultural, Commercial & Construction Vehicles	0.2	0.65
Oil	0.39	0.26
Aerospace & Defense	0.52	1.44
Auto Components	2.97	0.88
Chemicals & Petrochemicals	0.77	0.37
Retailing	1.38	0.03
Financial Technology (Fintech)	0.71	0.05
Metals & Minerals Trading	-0.01	0.1
Consumable Fuels	0.19	2.66
Capital Markets	0.09	0.1
Pharmaceuticals and Biotechnology	0.43	-
Transport Infrastructure	-0.01	0.87
Insurance	0.93	0.84
Leisure Services	0.05	0.06
Beverages	0.85	-
Industrial Manufacturing	0.32	1.49
Agricultural Food & other Products	-	0.04
Food Products	-	0.08
Entertainment	-	0.11
Minerals & Mining	-	0.01