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
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) | ₹16348 Cr | ₹1201 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 05 Jul 2018 | 12 Apr 2023 |
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 Index |
Turn Over | 285.96% | % |
Expense Ratio | 1.65 | 2.13 |
Manager | Harsha Upadhyaya | Sanjeev Sharma |
ISIN Code | INF174KA1186 | INF966L01BO9 |
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 1%, if redeemed within 15 days./365 |
Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Quant Dynamic Asset Allocation Fund Regular - Growth |
---|---|---|
1 Month | 1.11% | -0.29% |
6 Month | 12.82% | 16.01% |
1 Year | 22.94% | 57.63% |
3 Year | 12.21% | - |
5 Year | 13.62% | - |
Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Quant Dynamic Asset Allocation Fund Regular - Growth |
---|---|---|
6 Month | - | - |
1 Year | 9.53% | 23.37% |
3 Year | 22.25% | 30.96% |
5 Year | 38.84% | 30.96% |
Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Quant Dynamic Asset Allocation Fund Regular - Growth |
---|---|---|
1 Year | 12.91% | 31.81% |
3 Year | 30.76% | 32.71% |
5 Year | 41.99% | 32.71% |
Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Quant Dynamic Asset Allocation Fund Regular - Growth |
---|---|---|
Standard Deviation | 5.45% | - |
Sharp | 0.94% | - |
Beta | 0.76% | - |
Alpha | 2.13% | - |
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Get Free Experts GuidanceScheme 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 |
Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
Quant Dynamic Asset Allocation Fund Regular - Growth |
---|---|---|
Others | 38.48 | 41.02 |
Large Cap | 33.63 | 51.64 |
Mid Cap | 6.83 | 3.23 |
Small Cap | 1.77 | 4.12 |
Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
Quant Dynamic Asset Allocation Fund Regular - Growth |
---|---|---|
Others | 22.67 | 26.83 |
Financial | 18.22 | 25.39 |
Sovereign | 15.91 | - |
Energy | 4.3 | 18.26 |
Technology | 2.34 | - |
Construction | 2.02 | - |
Automobile | 3.32 | 3.23 |
Materials | 0.41 | 2.15 |
Consumer Staples | 3.11 | 7.02 |
Services | 1.25 | 6.82 |
Metals & Mining | 2.47 | 2.77 |
Chemicals | 0.83 | - |
Capital Goods | 1.46 | - |
Healthcare | 1.44 | - |
Communication | 0.49 | - |
Consumer Discretionary | 0.47 | - |
Insurance | - | 6.52 |
Textiles | - | 1.02 |
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