Kotak Balanced Advantage Fund vs Nippon India Balanced Advantage Fund compare
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Chart Comparison
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
|---|---|---|
| Fund | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹16348 Cr | ₹8282 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 05 Jul 2018 | 15 Nov 2004 |
| Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
| Fund Type | Open Ended | |
| Benchmark | NIFTY 50 Hybrid Composite debt 50:50 Index | CRISIL Hybrid 50+50 Moderate Index |
| Turn Over | 285.96% | 334% |
| Expense Ratio | 1.65 | 1.76 |
| Manager | Harsha Upadhyaya | Ashutosh Bhargava |
| ISIN Code | INF174KA1186 | INF204K01596 |
| 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 10% of the investment,1% will be charged for redemption within 12 months./365 |
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
|---|---|---|
| 1 Month | 1.11% | 2.49% |
| 6 Month | 12.82% | 11.07% |
| 1 Year | 22.94% | 24.56% |
| 3 Year | 12.21% | 12.39% |
| 5 Year | 13.62% | 14.06% |
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 9.53% | 10.75% |
| 3 Year | 22.25% | 24.88% |
| 5 Year | 38.84% | 43.32% |
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
|---|---|---|
| 1 Year | 12.91% | 13.6% |
| 3 Year | 30.76% | 33.64% |
| 5 Year | 41.99% | 46.21% |
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
|---|---|---|
| Standard Deviation | 5.45% | 6.21% |
| Sharp | 0.94% | 0.94% |
| Beta | 0.76% | 0.79% |
| Alpha | 2.13% | 2.43% |
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| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
|---|---|---|
| Name | Harsha Upadhyaya | Ashutosh Bhargava |
| Total AUM | ₹139411 Cr | ₹121448 Cr |
| Fund Manage | 11 | 12 |
| Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
|---|---|---|
| Others | 38.48 | 24.97 |
| Large Cap | 33.63 | 50.08 |
| Mid Cap | 6.83 | 10.11 |
| Small Cap | 1.77 | 2.14 |
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
|---|---|---|
| Others | 22.67 | 11.62 |
| Financial | 18.22 | 27.5 |
| Sovereign | 15.91 | 6.38 |
| Energy | 4.3 | 6.09 |
| Technology | 2.34 | 5.05 |
| Construction | 2.02 | 2.11 |
| Automobile | 3.32 | 5 |
| Materials | 0.41 | 0.86 |
| Consumer Staples | 3.11 | 6.86 |
| Services | 1.25 | 1.66 |
| Metals & Mining | 2.47 | 2.52 |
| Chemicals | 0.83 | - |
| Capital Goods | 1.46 | 3.94 |
| Healthcare | 1.44 | 1.79 |
| Communication | 0.49 | 4.27 |
| Consumer Discretionary | 0.47 | 0.56 |
| Textiles | - | 0.6 |
| Diversified | - | 0.49 |
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