Kotak Balanced Advantage Fund vs Nippon India Balanced Advantage Fund compare

Kotak Balanced Advantage Fund -Regular Plan - Growth Option

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Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

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Overview

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)	₹16752 Cr	₹8282 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	03 Aug 2018	15 Nov 2004
Category	Dynamic Asset Allocation	Dynamic Asset Allocation
Fund Type	Open Ended	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	Kotak Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./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	1.92%	0.9%
6 Month	4.83%	3.03%
1 Year	15.23%	13.93%
3 Year	11.47%	12.03%
5 Year	12.11%	12.42%

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
6 Month	-	-
1 Year	12.55%	8.93%
3 Year	14.4%	14.42%
5 Year	13.5%	13.94%

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
1 Year	12.19%	14.38%
3 Year	11.44%	11.8%
5 Year	11.76%	12.32%

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%	0.79%
Beta	0.76%	0.86%
Alpha	2.13%	2.82%

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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	41.92
Large Cap	33.63	51.08
Small Cap	1.77	7.54
Mid Cap	6.83	11.66

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Others	22.67	41.92
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	2.1
Chemicals	0.83	-
Capital Goods	1.46	-
Consumer Discretionary	0.47	-
Petroleum Products	-	2.38
IT - Software	-	7.22
Cement & Cement Products	-	1.12
IT - Services	-	0.27
Consumer Durables	-	2.52
Diversified FMCG	-	3.49
Banks	-	15.43
Automobiles	-	2.54
Aerospace & Defense	-	0.98
Electrical Equipment	-	1.62
Pharmaceuticals & Biotechnology	-	1.85
Ferrous Metals	-	0.52
Realty	-	1.82
Transport Infrastructure	-	2.16
Personal Products	-	1.61
Industrial Products	-	0.4
Telecom - Services	-	4.13
Insurance	-	2.85
Finance	-	1.76
Transport Services	-	0.46
Retailing	-	1.61
Power	-	3.35
Financial Technology (Fintech)	-	1.09
Healthcare Services	-	0.24
Auto Components	-	1.47
Diversified	-	0.55
Other Utilities	-	0.36
Beverages	-	1.42
Textiles & Apparels	-	0.74
Food Products	-	0.52
Leisure Services	-	1.7