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
Overview
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) | ₹16649 Cr | ₹978 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 | 1.66 | 2.18 |
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 |
Trailing Lumpsum Returns
Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | PGIM India Balanced Advantage Fund - Regular Growth |
---|---|---|
1 Month | 2.44% | 2.79% |
6 Month | -0.66% | -1.4% |
1 Year | 10.84% | 8.7% |
3 Year | 11.31% | 8.83% |
5 Year | 15.52% | - |
SIP Return Analysis
Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | PGIM India Balanced Advantage Fund - Regular Growth |
---|---|---|
6 Month | 1.08% | 1.49% |
1 Year | 2.36% | 1.29% |
3 Year | 11.43% | 9.49% |
5 Year | 11.22% | - |
Rolling Lumpsum Returns
Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | PGIM India Balanced Advantage Fund - Regular Growth |
---|---|---|
1 Year | 12.38% | 10.32% |
3 Year | 11.42% | 9.8% |
5 Year | 11.8% | - |
Risk Management
Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | PGIM India Balanced Advantage Fund - Regular Growth |
---|---|---|
Standard Deviation | 7.209% | 8.876% |
Sharp | 0.403% | 0.244% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
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 |
Funds Managed | 11 | 19 |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option | PGIM India Balanced Advantage Fund - Regular Growth |
Market Cap
Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
PGIM India Balanced Advantage Fund - Regular Growth |
---|---|---|
Others | 33.82 | 34.77 |
Large Cap | 50.18 | 48.73 |
Mid Cap | 10.11 | 10.99 |
Small Cap | 5.89 | 5.51 |
Sector Allocation
Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
PGIM India Balanced Advantage Fund - Regular Growth |
---|---|---|
Others | 32.99 | 33.82 |
Communication Services | 2.42 | 3.41 |
Energy | 4.49 | 5.63 |
Industrials | 8.3 | 8.3 |
Technology | 9.8 | 6.76 |
Healthcare | 3.72 | 5.6 |
Financial Services | 15.04 | 19.03 |
Consumer Defensive | 4.48 | 5.03 |
Basic Materials | 6.4 | 3.5 |
Real Estate | 1.74 | 0.75 |
Utilities | 2.61 | 1.15 |
Consumer Cyclical | 8.03 | 7.01 |
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