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) | ₹16986 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 | -0.75% | -3.27% |
| 6 Month | 6.19% | -2.55% |
| 1 Year | 18.65% | 31.64% |
| 3 Year | 10.87% | - |
| 5 Year | 12.12% | - |
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Quant Dynamic Asset Allocation Fund Regular - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | - | - |
| 3 Year | - | - |
| 5 Year | - | - |
| 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 | 38.48 | 26.42 |
| Large Cap | 33.63 | 65.83 |
| Small Cap | 1.77 | 5.79 |
| Mid Cap | 6.83 | 1.96 |
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
Quant Dynamic Asset Allocation Fund Regular - Growth |
|---|---|---|
| Others | 22.67 | 26.42 |
| Consumer Staples | 3.11 | - |
| Metals & Mining | 2.47 | - |
| Services | 1.25 | - |
| Healthcare | 1.44 | - |
| Energy | 4.3 | - |
| Financial | 18.22 | - |
| Materials | 0.41 | - |
| Automobile | 3.32 | - |
| Communication | 0.49 | - |
| Sovereign | 15.91 | - |
| Technology | 2.34 | - |
| Construction | 2.02 | 6.97 |
| Chemicals | 0.83 | - |
| Capital Goods | 1.46 | - |
| Consumer Discretionary | 0.47 | - |
| Petroleum Products | - | 9.44 |
| Diversified FMCG | - | 14.27 |
| Insurance | - | 15.35 |
| Commercial Services & Supplies | - | 2.17 |
| Food Products | - | 4.3 |
| Pharmaceuticals & Biotechnology | - | 1.96 |
| Finance | - | 12.68 |
| Auto Components | - | 6.44 |
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