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) | ₹16986 Cr | ₹1138 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 05 Jul 2018 | 24 Feb 2021 |
| 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 TRI |
| Turn Over | 285.96% | % |
| Expense Ratio | 1.65 | 2.14 |
| Manager | Harsha Upadhyaya | Puneet Pal |
| ISIN Code | INF174KA1186 | INF663L01V72 |
| 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 of 0.5%, if redeemed within 90 days./365 |
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Month | 1.11% | 1.42% |
| 6 Month | 12.82% | 13.17% |
| 1 Year | 22.94% | 19.75% |
| 3 Year | 12.21% | 10.57% |
| 5 Year | 13.62% | - |
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 9.53% | 7.64% |
| 3 Year | 22.25% | 18.36% |
| 5 Year | 38.84% | 20.59% |
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 12.91% | 9.08% |
| 3 Year | 30.76% | 23.3% |
| 5 Year | 41.99% | 24.29% |
| 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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