Nippon India Balanced Advantage Fund vs Kotak Balanced Advantage Fund compare

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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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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 Risk	Average
Asset Size (Cr)	₹16649 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	1.66	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%	-0.8%
6 Month	-3.9%	1.98%
1 Year	7.4%	12.89%
3 Year	9.87%	11.83%
5 Year	10.72%	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	-0.97%	8.2%
3 Year	10%	14.52%
5 Year	10.88%	13.96%

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
1 Year	12.38%	14.38%
3 Year	11.42%	11.8%
5 Year	11.8%	12.32%

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Standard Deviation	6.467%	6.21%
Sharp	0.654%	0.79%
Beta	-	0.86%
Alpha	-	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	30.7	41.92
Large Cap	40.06	51.08
Mid Cap	9.49	11.66
Small Cap	6.46	7.54

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Others	30.22	41.92
Cement and Cement Products	0.1	-
Telecom - Services	1.97	4.13
Petroleum Products	3.08	2.38
Industrial Products	1.54	0.4
IT - Software	8.36	7.22
Pharmaceuticals & Biotechnology	1.15	1.85
Construction	1.93	2.1
Banks	9.74	15.43
Diversified FMCG	2.75	3.49
Non - Ferrous Metals	0.39	-
Cement & Cement Products	0.8	1.12
Ferrous Metals	0.04	0.52
Realty	2.06	1.82
Healthcare Services	1.19	0.24
Power	1.67	3.35
Automobiles	2.94	2.54
Personal Products	0.52	1.61
Transport Services	1.31	0.46
Finance	1.78	1.76
Gas	0.79	-
Fertilizers & Agrochemicals	1.05	-
Consumer Durables	0.82	2.52
Electrical Equipment	0.74	1.62
Diversified Metals	-0.01	-
Agricultural, Commercial & Construction Vehicles	0.2	-
Oil	0.39	-
Aerospace & Defense	0.52	0.98
Auto Components	2.97	1.47
Chemicals & Petrochemicals	0.77	-
Retailing	1.38	1.61
Financial Technology (Fintech)	0.71	1.09
Metals & Minerals Trading	-0.01	-
Consumable Fuels	0.19	-
Capital Markets	0.09	-
Pharmaceuticals and Biotechnology	0.43	-
Transport Infrastructure	-0.01	2.16
Insurance	0.93	2.85
Leisure Services	0.05	1.7
Beverages	0.85	1.42
Industrial Manufacturing	0.32	-
IT - Services	-	0.27
Diversified	-	0.55
Other Utilities	-	0.36
Textiles & Apparels	-	0.74
Food Products	-	0.52