Kotak Balanced Advantage Fund vs HSBC Balanced Advantage Fund compare
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
HSBC Balanced Advantage Fund - Regular Growth
Chart Comparison
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Fund | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Moderately High |
| Asset Size (Cr) | ₹16752 Cr | ₹1504 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 03 Aug 2018 | 07 Feb 2011 |
| 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% | 49% |
| Expense Ratio | 1.65 | 2.11 |
| Manager | Harsha Upadhyaya | Mahesh A Chhabria |
| ISIN Code | INF174KA1186 | INF917K01KY4 |
| 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 | HSBC 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 | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Month | -2.21% | -3.27% |
| 6 Month | -0.31% | -0.33% |
| 1 Year | 11.67% | 10.53% |
| 3 Year | 10.73% | 10.68% |
| 5 Year | 11.56% | 10.43% |
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 8.73% | 10.24% |
| 3 Year | 13.56% | 14.72% |
| 5 Year | 12.94% | 12.57% |
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 12.19% | 8.47% |
| 3 Year | 11.44% | 8.89% |
| 5 Year | 11.76% | 8.9% |
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 5.45% | 5.55% |
| Sharp | 0.94% | 0.82% |
| Beta | 0.76% | 0.73% |
| Alpha | 2.13% | 1.73% |
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| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Name | Harsha Upadhyaya | Mahesh A Chhabria |
| Total AUM | ₹139411 Cr | ₹15021 Cr |
| Fund Manage | 11 | 9 |
| Kotak Balanced Advantage Fund -Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 30.7 | 52.08 |
| Large Cap | 40.06 | 33.67 |
| Mid Cap | 9.49 | 15.24 |
| Small Cap | 6.46 | 18.76 |
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 30.22 | 52.08 |
| Cement and Cement Products | 0.1 | - |
| Telecom - Services | 1.97 | - |
| Petroleum Products | 3.08 | 1.99 |
| Industrial Products | 1.54 | 4.55 |
| IT - Software | 8.36 | 4.97 |
| Pharmaceuticals & Biotechnology | 1.15 | 7.17 |
| Construction | 1.93 | 2.32 |
| Banks | 9.74 | 12.4 |
| Diversified FMCG | 2.75 | - |
| Non - Ferrous Metals | 0.39 | 0.09 |
| Cement & Cement Products | 0.8 | - |
| Ferrous Metals | 0.04 | - |
| Realty | 2.06 | 3.59 |
| Healthcare Services | 1.19 | 1.11 |
| Power | 1.67 | 3.41 |
| Automobiles | 2.94 | 0.76 |
| Personal Products | 0.52 | 0.14 |
| Transport Services | 1.31 | - |
| Finance | 1.78 | 4 |
| Gas | 0.79 | - |
| Fertilizers & Agrochemicals | 1.05 | 1.15 |
| Consumer Durables | 0.82 | 4.71 |
| Electrical Equipment | 0.74 | 1.73 |
| Diversified Metals | -0.01 | - |
| Agricultural, Commercial & Construction Vehicles | 0.2 | - |
| Oil | 0.39 | - |
| Aerospace & Defense | 0.52 | 0.44 |
| Auto Components | 2.97 | 0.79 |
| Chemicals & Petrochemicals | 0.77 | 0.59 |
| Retailing | 1.38 | 1.74 |
| Financial Technology (Fintech) | 0.71 | 1.72 |
| Metals & Minerals Trading | -0.01 | - |
| Consumable Fuels | 0.19 | - |
| Capital Markets | 0.09 | 3.27 |
| Pharmaceuticals and Biotechnology | 0.43 | - |
| Transport Infrastructure | -0.01 | - |
| Insurance | 0.93 | - |
| Leisure Services | 0.05 | 1.77 |
| Beverages | 0.85 | 1.78 |
| Industrial Manufacturing | 0.32 | - |
| Paper, Forest & Jute Products | - | 0.74 |
| Commercial Services & Supplies | - | 0.74 |
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