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Quant Dynamic Asset Allocation Fund Regular vs Kotak Balanced Advantage Fund compare
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
Quant Dynamic Asset Allocation Fund Regular - Growth
Chart Comparison
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 Risk | Very High Risk |
| 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 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Quant Dynamic Asset Allocation Fund Regular - Growth |
|---|---|---|
| 1 Month | -2% | -5.04% |
| 6 Month | -3.9% | -14.84% |
| 1 Year | 7.4% | -1.36% |
| 3 Year | 9.87% | - |
| 5 Year | 10.72% | - |
SIP Return Analysis
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Quant Dynamic Asset Allocation Fund Regular - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | -0.97% | -14.61% |
| 3 Year | 10% | - |
| 5 Year | 10.88% | - |
Rolling Lumpsum Returns
| 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% | - |
Risk Management
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Quant Dynamic Asset Allocation Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 6.467% | - |
| Sharp | 0.654% | - |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| 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 |
| Fund Manage | 11 | 22 |
| Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Quant Dynamic Asset Allocation Fund Regular - Growth |
Market Cap
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
Quant Dynamic Asset Allocation Fund Regular - Growth |
|---|---|---|
| Others | 30.7 | 26.42 |
| Large Cap | 40.06 | 65.83 |
| Mid Cap | 9.49 | 1.96 |
| Small Cap | 6.46 | 5.79 |
Sector Allocation
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
Quant Dynamic Asset Allocation Fund Regular - Growth |
|---|---|---|
| Others | 30.22 | 26.42 |
| Cement and Cement Products | 0.1 | - |
| Telecom - Services | 1.97 | - |
| Petroleum Products | 3.08 | 9.44 |
| Industrial Products | 1.54 | - |
| IT - Software | 8.36 | - |
| Pharmaceuticals & Biotechnology | 1.15 | 1.96 |
| Construction | 1.93 | 6.97 |
| Banks | 9.74 | - |
| Diversified FMCG | 2.75 | 14.27 |
| Non - Ferrous Metals | 0.39 | - |
| Cement & Cement Products | 0.8 | - |
| Ferrous Metals | 0.04 | - |
| Realty | 2.06 | - |
| Healthcare Services | 1.19 | - |
| Power | 1.67 | - |
| Automobiles | 2.94 | - |
| Personal Products | 0.52 | - |
| Transport Services | 1.31 | - |
| Finance | 1.78 | 12.68 |
| Gas | 0.79 | - |
| Fertilizers & Agrochemicals | 1.05 | - |
| Consumer Durables | 0.82 | - |
| Electrical Equipment | 0.74 | - |
| Diversified Metals | -0.01 | - |
| Agricultural, Commercial & Construction Vehicles | 0.2 | - |
| Oil | 0.39 | - |
| Aerospace & Defense | 0.52 | - |
| Auto Components | 2.97 | 6.44 |
| Chemicals & Petrochemicals | 0.77 | - |
| Retailing | 1.38 | - |
| Financial Technology (Fintech) | 0.71 | - |
| Metals & Minerals Trading | -0.01 | - |
| Consumable Fuels | 0.19 | - |
| Capital Markets | 0.09 | - |
| Pharmaceuticals and Biotechnology | 0.43 | - |
| Transport Infrastructure | -0.01 | - |
| Insurance | 0.93 | 15.35 |
| Leisure Services | 0.05 | - |
| Beverages | 0.85 | - |
| Industrial Manufacturing | 0.32 | - |
| Commercial Services & Supplies | - | 2.17 |
| Food Products | - | 4.3 |
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