Quant Dynamic Asset Allocation Fund Regular vs Kotak Balanced Advantage Fund compare

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Kotak Balanced Advantage Fund -Regular Plan - Growth Option

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Quant Dynamic Asset Allocation 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	Quant Dynamic Asset Allocation Fund Regular - Growth
Fund	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Quant Dynamic Asset Allocation Fund Regular - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹16649 Cr	₹1274 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹1000
Min Addl Investment	₹100	₹1000
Launch Date	03 Aug 2018	12 Apr 2023
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%	%
Expense Ratio	1.66	2.12
Manager	Harsha Upadhyaya	Sanjeev Sharma
ISIN Code	INF174KA1186	INF966L01BO9
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	Quant Dynamic Asset Allocation Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Quant Dynamic Asset Allocation Fund Regular - Growth
1 Month	3.93%	6.78%
6 Month	-5.44%	-11.66%
1 Year	7.12%	-1.43%
3 Year	9.93%	-
5 Year	16.32%	-

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Quant Dynamic Asset Allocation Fund Regular - Growth
6 Month	-1.58%	-3.66%
1 Year	-0.21%	-11.81%
3 Year	10.86%	-
5 Year	11.02%	-

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Quant Dynamic Asset Allocation Fund Regular - Growth
1 Year	12.38%	52.56%
3 Year	11.42%	-
5 Year	11.8%	-

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Quant Dynamic Asset Allocation Fund Regular - Growth
Standard Deviation	7.209%	-
Sharp	0.403%	-
Beta	-	-
Alpha	-	-

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Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Quant Dynamic Asset Allocation Fund Regular - Growth
Name	Harsha Upadhyaya	Sanjeev Sharma
Total AUM	₹139411 Cr	₹39731 Cr
Funds Managed	11	22
	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Quant Dynamic Asset Allocation Fund Regular - Growth

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Quant Dynamic Asset Allocation Fund Regular - Growth
Others	33.82	35.6
Large Cap	50.18	56.58
Mid Cap	10.11	3.94
Small Cap	5.89	3.88

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Quant Dynamic Asset Allocation Fund Regular - Growth
Others	32.99	34.43
Communication Services	2.42	-
Energy	4.49	13.33
Industrials	8.3	7.52
Technology	9.8	-
Healthcare	3.72	5.11
Financial Services	15.04	22.2
Consumer Defensive	4.48	9.01
Basic Materials	6.4	-
Real Estate	1.74	-
Utilities	2.61	-
Consumer Cyclical	8.03	8.4