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Kotak Balanced Advantage Fund vs HDFC Balanced Advantage Fund compare
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
HDFC Balanced Advantage Fund - Growth Plan
Chart Comparison
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) | ₹16649 Cr | ₹94251 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 | 1.66 | 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 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | HDFC Balanced Advantage Fund - Growth Plan |
|---|---|---|
| 1 Month | -2.11% | -1.34% |
| 6 Month | -6.79% | -7.38% |
| 1 Year | 5.69% | 4.66% |
| 3 Year | 10.09% | 19.27% |
| 5 Year | 13.33% | 24.29% |
SIP Return Analysis
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | HDFC Balanced Advantage Fund - Growth Plan |
|---|---|---|
| 6 Month | -5.13% | -4.69% |
| 1 Year | -5.86% | -7.08% |
| 3 Year | 8.72% | 15.88% |
| 5 Year | 9.85% | 19.7% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | HDFC Balanced Advantage Fund - Growth Plan |
|---|---|---|
| 1 Year | 12.38% | 18.17% |
| 3 Year | 11.42% | 15.89% |
| 5 Year | 11.8% | 14.91% |
Risk Management
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | HDFC Balanced Advantage Fund - Growth Plan |
|---|---|---|
| Standard Deviation | 7.209% | 9.701% |
| Sharp | 0.403% | 1.207% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| 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 |
| Funds Managed | 11 | 12 |
| Kotak Balanced Advantage Fund -Regular Plan - Growth Option | HDFC Balanced Advantage Fund - Growth Plan |
Market Cap
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
HDFC Balanced Advantage Fund - Growth Plan |
|---|---|---|
| Others | 33.82 | 45.54 |
| Large Cap | 50.18 | 52.58 |
| Mid Cap | 10.11 | 6.45 |
| Small Cap | 5.89 | 6.1 |
Sector Allocation
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
HDFC Balanced Advantage Fund - Growth Plan |
|---|---|---|
| Others | 32.99 | 43.92 |
| Communication Services | 2.42 | 2.71 |
| Energy | 4.49 | 7.4 |
| Industrials | 8.3 | 8.87 |
| Technology | 9.8 | 5.37 |
| Healthcare | 3.72 | 4.17 |
| Financial Services | 15.04 | 22.36 |
| Consumer Defensive | 4.48 | 2.65 |
| Basic Materials | 6.4 | 2 |
| Real Estate | 1.74 | 1.44 |
| Utilities | 2.61 | 4.3 |
| Consumer Cyclical | 8.03 | 5.5 |
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