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	Average
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	-2.6%	-0.8%
6 Month	-0.58%	1.98%
1 Year	11.22%	12.89%
3 Year	10.17%	11.83%
5 Year	11.31%	12.32%

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
6 Month	-	-
1 Year	6.2%	8.2%
3 Year	12.39%	14.52%
5 Year	12.23%	13.96%

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	33.66	41.92
Large Cap	42.17	51.08
Mid Cap	8.62	11.66
Small Cap	5.6	7.54

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Others	33.66	41.92
Telecom - Services	1.66	4.13
Petroleum Products	3.23	2.38
Industrial Products	1.67	0.4
IT - Software	8.36	7.22
Pharmaceuticals & Biotechnology	1.28	1.85
Construction	1.98	2.1
Banks	10.23	15.43
Diversified FMCG	2.81	3.49
Non - Ferrous Metals	0.54	-
Cement & Cement Products	0.95	1.12
Ferrous Metals	0.05	0.52
Realty	1.2	1.82
Power	1.71	3.35
Automobiles	3.08	2.54
Personal Products	0.79	1.61
Transport Services	1.39	0.46
Finance	1.8	1.76
Gas	0.77	-
Fertilizers & Agrochemicals	1.06	-
Consumer Durables	0.95	2.52
Electrical Equipment	0.52	1.62
Diversified Metals	-0.01	-
Agricultural, Commercial & Construction Vehicles	0.21	-
Oil	0.42	-
Aerospace & Defense	0.44	0.98
Auto Components	3.07	1.47
Chemicals & Petrochemicals	0.87	-
Retailing	1.63	1.61
Financial Technology (Fintech)	0.64	1.09
Metals & Minerals Trading	0	-
Healthcare Services	0.68	0.24
Consumable Fuels	0.21	-
Transport Infrastructure	0	2.16
Insurance	1.09	2.85
Beverages	0.81	1.42
Industrial Manufacturing	0.3	-
IT - Services	-	0.27
Diversified	-	0.55
Other Utilities	-	0.36
Textiles & Apparels	-	0.74
Food Products	-	0.52
Leisure Services	-	1.7