PGIM India Balanced Advantage Fund vs Kotak 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) | ₹16348 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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts GuidanceScheme 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 |
Mid Cap | 6.83 | 14.43 |
Small Cap | 1.77 | 4.02 |
Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
PGIM India Balanced Advantage Fund - Regular Growth |
---|---|---|
Others | 22.67 | 4.07 |
Financial | 18.22 | 27.49 |
Sovereign | 15.91 | 15.74 |
Energy | 4.3 | 9.9 |
Technology | 2.34 | 5.81 |
Construction | 2.02 | 2.73 |
Automobile | 3.32 | 4.21 |
Materials | 0.41 | 2.73 |
Consumer Staples | 3.11 | 2.79 |
Services | 1.25 | 5.9 |
Metals & Mining | 2.47 | - |
Chemicals | 0.83 | 1.21 |
Capital Goods | 1.46 | 6.34 |
Healthcare | 1.44 | 4.01 |
Communication | 0.49 | 1.86 |
Consumer Discretionary | 0.47 | 1.1 |
Insurance | - | 2.52 |
Diversified | - | 1.22 |
Textiles | - | 0.37 |
Top Comparisons
Franklin India Prima Fund-Growth
3Y Returns22.24%
Edelweiss Mid Cap Fund - Regular Plan - Growth Option
3Y Returns28.36%
ITI Focused Equity Fund Regular - Growth
3Y Returns0%
Kotak Focused Equity Fund- Regular plan _ Growth Option
3Y Returns17.56%
Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth
3Y Returns14.92%
IDBI Nifty Next 50 Index Fund Growth
3Y Returns22.75%
SBI Banking & Financial Services Fund - Regular Plan - Growth
3Y Returns15.66%
UTI Banking and Financial Services Fund - Regular Plan - Growth Option
3Y Returns14.79%