PGIM 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 PGIM India Balanced Advantage Fund - Regular Growth

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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 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

Trailing Lumpsum Returns

Scheme Name Kotak Balanced Advantage Fund -Regular Plan - Growth Option PGIM India Balanced Advantage Fund - Regular Growth
1 Month -1.45% -2.12%
6 Month 9.63% 8.46%
1 Year 20.46% 17.81%
3 Year 10.66% 8.71%
5 Year 12.26% -

SIP Return Analysis

Scheme Name Kotak Balanced Advantage Fund -Regular Plan - Growth Option PGIM India Balanced Advantage Fund - Regular Growth
6 Month - -
1 Year 15% 12.21%
3 Year 14.6% 12.24%
5 Year 13.53% -

Rolling Lumpsum Returns

Scheme Name Kotak Balanced Advantage Fund -Regular Plan - Growth Option PGIM India Balanced Advantage Fund - Regular Growth
1 Year 12.19% 10.08%
3 Year 11.44% 9.97%
5 Year 11.76% -

Risk Management

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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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
Fund Manage 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 38.48 32.5
Large Cap 33.63 49.05
Small Cap 1.77 4.02
Mid Cap 6.83 14.43

Sector Allocation

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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