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SBI Balanced Advantage Fund vs Kotak Balanced Advantage Fund compare
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
SBI Balanced Advantage Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | SBI Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | SBI Balanced Advantage Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Moderately High |
| Asset Size (Cr) | ₹16649 Cr | ₹33309 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 03 Aug 2018 | 31 Aug 2021 |
| Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 Hybrid Composite debt 50:50 Index | NIFTY 50 Hybrid Composite debt 50:50 Index |
| Turn Over | 285.96% | 39.82% |
| Expense Ratio | 1.66 | 1.57 |
| Manager | Harsha Upadhyaya | Pradeep Kesavan |
| ISIN Code | INF174KA1186 | INF200KA1Y40 |
| 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 | SBI Balanced Advantage Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | SBI Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -3.26% | -1.6% |
| 6 Month | -6.17% | -3.6% |
| 1 Year | 5.3% | 4.7% |
| 3 Year | 10.11% | 12.42% |
| 5 Year | 12.06% | - |
SIP Return Analysis
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | SBI Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -5.13% | -2.59% |
| 1 Year | -5.86% | -2.7% |
| 3 Year | 8.72% | 11.44% |
| 5 Year | 9.85% | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | SBI Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.38% | 16.39% |
| 3 Year | 11.42% | 13.05% |
| 5 Year | 11.8% | - |
Risk Management
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | SBI Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 7.209% | 6.125% |
| Sharp | 0.403% | 0.986% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | SBI Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Name | Harsha Upadhyaya | Pradeep Kesavan |
| Total AUM | ₹139411 Cr | ₹434274 Cr |
| Fund Manage | 11 | 43 |
| Kotak Balanced Advantage Fund -Regular Plan - Growth Option | SBI Balanced Advantage Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
SBI Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 33.81957 | 33.71826 |
| Large Cap | 50.17703 | 54.69549 |
| Mid Cap | 10.11317 | 8.36685 |
| Small Cap | 5.89019 | 3.21938 |
Sector Allocation
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
SBI Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 32.98628 | 32.98611 |
| Communication Services | 2.41823 | 3.59607 |
| Energy | 4.48556 | 9.01707 |
| Industrials | 8.30326 | 6.47389 |
| Technology | 9.80041 | 6.96333 |
| Healthcare | 3.71689 | 4.19269 |
| Financial Services | 15.0358 | 16.31745 |
| Consumer Defensive | 4.47754 | 2.74031 |
| Basic Materials | 6.39774 | 3.20638 |
| Real Estate | 1.73794 | 1.32018 |
| Utilities | 2.61246 | 7.62669 |
| Consumer Cyclical | 8.02785 | 5.55981 |
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