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Kotak Balanced Advantage Fund vs PGIM India Balanced Advantage Fund compare
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
PGIM India Balanced Advantage Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Fund | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | PGIM India Balanced Advantage Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹16649 Cr | ₹978 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 03 Aug 2018 | 04 Feb 2021 |
| 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 TRI |
| Turn Over | 285.96% | % |
| Expense Ratio | 1.66 | 2.18 |
| Manager | Harsha Upadhyaya | Puneet Pal |
| ISIN Code | INF174KA1186 | INF663L01V72 |
| 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 | PGIM India Balanced Advantage Fund - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Month | -3.64% | -3.94% |
| 6 Month | -5.45% | -7.51% |
| 1 Year | 5.62% | 3.96% |
| 3 Year | 10.96% | 8.63% |
| 5 Year | 11.56% | - |
SIP Return Analysis
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | -5.13% | -5.8% |
| 1 Year | -5.27% | -8.03% |
| 3 Year | 8.92% | 6.3% |
| 5 Year | 10.03% | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 12.38% | 10.32% |
| 3 Year | 11.42% | 9.8% |
| 5 Year | 11.8% | - |
Risk Management
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 6.467% | 8.876% |
| Sharp | 0.654% | 0.244% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Name | Harsha Upadhyaya | Puneet Pal |
| Total AUM | ₹139411 Cr | ₹20950 Cr |
| Fund Manage | 11 | 19 |
| Kotak Balanced Advantage Fund -Regular Plan - Growth Option | PGIM India Balanced Advantage Fund - Regular Growth |
Market Cap
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 33.81957 | 34.76597 |
| Large Cap | 50.17703 | 48.72882 |
| Mid Cap | 10.11317 | 10.99034 |
| Small Cap | 5.89019 | 5.51485 |
Sector Allocation
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 32.98628 | 33.82083 |
| Communication Services | 2.41823 | 3.41 |
| Energy | 4.48556 | 5.62818 |
| Industrials | 8.30326 | 8.30037 |
| Technology | 9.80041 | 6.75626 |
| Healthcare | 3.71689 | 5.60277 |
| Financial Services | 15.0358 | 19.03349 |
| Consumer Defensive | 4.47754 | 5.03145 |
| Basic Materials | 6.39774 | 3.50267 |
| Real Estate | 1.73794 | 0.74731 |
| Utilities | 2.61246 | 1.15461 |
| Consumer Cyclical | 8.02785 | 7.01204 |
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