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) | ₹16752 Cr | ₹1350 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 | 1.65 | 2.1 |
| 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 | -4.33% | -5.47% |
| 6 Month | -0.44% | -9.3% |
| 1 Year | 11.21% | 13.02% |
| 3 Year | 9.83% | - |
| 5 Year | 11.36% | - |
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Quant Dynamic Asset Allocation Fund Regular - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 5.59% | -4.91% |
| 3 Year | 12.17% | - |
| 5 Year | 12.06% | - |
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Quant Dynamic Asset Allocation Fund Regular - Growth |
|---|---|---|
| 1 Year | 12.19% | 55.72% |
| 3 Year | 11.44% | - |
| 5 Year | 11.76% | - |
| 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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| 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 |
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
Quant Dynamic Asset Allocation Fund Regular - Growth |
|---|---|---|
| Others | 33.66 | 26.42 |
| Large Cap | 42.17 | 65.83 |
| Mid Cap | 8.62 | 1.96 |
| Small Cap | 5.6 | 5.79 |
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
Quant Dynamic Asset Allocation Fund Regular - Growth |
|---|---|---|
| Others | 33.66 | 26.42 |
| Telecom - Services | 1.66 | - |
| Petroleum Products | 3.23 | 9.44 |
| Industrial Products | 1.67 | - |
| IT - Software | 8.36 | - |
| Pharmaceuticals & Biotechnology | 1.28 | 1.96 |
| Construction | 1.98 | 6.97 |
| Banks | 10.23 | - |
| Diversified FMCG | 2.81 | 14.27 |
| Non - Ferrous Metals | 0.54 | - |
| Cement & Cement Products | 0.95 | - |
| Ferrous Metals | 0.05 | - |
| Realty | 1.2 | - |
| Power | 1.71 | - |
| Automobiles | 3.08 | - |
| Personal Products | 0.79 | - |
| Transport Services | 1.39 | - |
| Finance | 1.8 | 12.68 |
| Gas | 0.77 | - |
| Fertilizers & Agrochemicals | 1.06 | - |
| Consumer Durables | 0.95 | - |
| Electrical Equipment | 0.52 | - |
| Diversified Metals | -0.01 | - |
| Agricultural, Commercial & Construction Vehicles | 0.21 | - |
| Oil | 0.42 | - |
| Aerospace & Defense | 0.44 | - |
| Auto Components | 3.07 | 6.44 |
| Chemicals & Petrochemicals | 0.87 | - |
| Retailing | 1.63 | - |
| Financial Technology (Fintech) | 0.64 | - |
| Metals & Minerals Trading | 0 | - |
| Healthcare Services | 0.68 | - |
| Consumable Fuels | 0.21 | - |
| Transport Infrastructure | 0 | - |
| Insurance | 1.09 | 15.35 |
| Beverages | 0.81 | - |
| Industrial Manufacturing | 0.3 | - |
| Commercial Services & Supplies | - | 2.17 |
| Food Products | - | 4.3 |
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