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
| 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) | ₹16752 Cr | ₹1057 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 | 1.65 | 2.16 |
| 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 |
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Month | 1.12% | 0.2% |
| 6 Month | 4.71% | 2.08% |
| 1 Year | 15.78% | 11.54% |
| 3 Year | 11.61% | 9.13% |
| 5 Year | 12.13% | - |
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 12.55% | 7.63% |
| 3 Year | 14.4% | 11.32% |
| 5 Year | 13.5% | - |
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 12.19% | 10.08% |
| 3 Year | 11.44% | 9.97% |
| 5 Year | 11.76% | - |
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 5.45% | 7.82% |
| Sharp | 0.94% | 0.48% |
| Beta | 0.76% | 1.02% |
| Alpha | 2.13% | -0.67% |
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| 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 |
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 38.48 | 32.5 |
| Large Cap | 33.63 | 49.05 |
| Small Cap | 1.77 | 4.02 |
| Mid Cap | 6.83 | 14.43 |
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 22.67 | 4.07 |
| Consumer Staples | 3.11 | 2.79 |
| Metals & Mining | 2.47 | - |
| Services | 1.25 | 5.9 |
| Healthcare | 1.44 | 4.01 |
| Energy | 4.3 | 9.9 |
| Financial | 18.22 | 27.49 |
| Materials | 0.41 | 2.73 |
| Automobile | 3.32 | 4.21 |
| Communication | 0.49 | 1.86 |
| Sovereign | 15.91 | 15.74 |
| Technology | 2.34 | 5.81 |
| Construction | 2.02 | 2.73 |
| Chemicals | 0.83 | 1.21 |
| Capital Goods | 1.46 | 6.34 |
| Consumer Discretionary | 0.47 | 1.1 |
| Insurance | - | 2.52 |
| Diversified | - | 1.22 |
| Textiles | - | 0.37 |
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