Nippon India Balanced Advantage Fund vs Kotak Balanced Advantage Fund compare

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tortoise-icon Kotak Balanced Advantage Fund -Regular Plan - Growth Option

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tortoise-icon 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 Very High
Asset Size (Cr) ₹16986 Cr ₹8282 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 05 Jul 2018 15 Nov 2004
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 Index
Turn Over 285.96% 334%
Expense Ratio 1.65 1.76
Manager Harsha Upadhyaya Ashutosh Bhargava
ISIN Code INF174KA1186 INF204K01596
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 for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365

Trailing Lumpsum Returns

Scheme Name Kotak Balanced Advantage Fund -Regular Plan - Growth Option Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
1 Month 1.11% -3.17%
6 Month 12.82% 6.54%
1 Year 22.94% 23.43%
3 Year 12.21% 11.58%
5 Year 13.62% 12.87%

SIP Return Analysis

Scheme Name Kotak Balanced Advantage Fund -Regular Plan - Growth Option Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
6 Month - -
1 Year 9.53% 10.75%
3 Year 22.25% 24.88%
5 Year 38.84% 43.32%

Rolling Lumpsum Returns

Scheme Name Kotak Balanced Advantage Fund -Regular Plan - Growth Option Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
1 Year 11.89% 13.21%
3 Year 11.49% 11.8%
5 Year 11.72% 12%

Risk Management

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% 0.88%
Beta 0.76% 0.2%
Alpha 2.13% 3.93%

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Fund Managers

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

Market Cap

Scheme Name

Kotak Balanced Advantage Fund -Regular Plan - Growth Option

Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

Others 38.48 24.97
Large Cap 33.63 50.08
Small Cap 1.77 2.14
Mid Cap 6.83 10.11

Sector Allocation

Scheme Name

Kotak Balanced Advantage Fund -Regular Plan - Growth Option

Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

Others 22.67 11.62
Consumer Staples 3.11 6.86
Metals & Mining 2.47 2.52
Services 1.25 1.66
Healthcare 1.44 1.79
Energy 4.3 6.09
Financial 18.22 27.5
Materials 0.41 0.86
Automobile 3.32 5
Communication 0.49 4.27
Sovereign 15.91 6.38
Technology 2.34 5.05
Construction 2.02 2.11
Chemicals 0.83 -
Capital Goods 1.46 3.94
Consumer Discretionary 0.47 0.56
Textiles - 0.6
Diversified - 0.49

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