SBI Balanced Advantage Fund vs Kotak Balanced Advantage Fund compare
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
Invest NowSBI Balanced Advantage Fund - Regular Plan - Growth
Invest NowChart Comparison
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 | High |
Asset Size (Cr) | ₹16986 Cr | ₹31166 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 05 Jul 2018 | 05 Aug 2021 |
Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
Fund Type | 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 | 1.65 | 1.59 |
Manager | Harsha Upadhyaya | Pradeep Kesavan |
ISIN Code | INF174KA1186 | INF200KA1Y40 |
Exits Load | Exit load for units in excess of 8% of the investment,1% will be charged for redemption within 365 days/365 | For units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365 |
Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | SBI Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
1 Month | -2.6% | -1.83% |
6 Month | 6.21% | 4.11% |
1 Year | 17.77% | 19.28% |
3 Year | 10.34% | 12.53% |
5 Year | 11.84% | - |
Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | SBI Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | 15% | 13.2% |
3 Year | 14.6% | 16.23% |
5 Year | 13.53% | - |
Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | SBI Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
1 Year | 12.19% | 16.59% |
3 Year | 11.44% | 13.32% |
5 Year | 11.76% | - |
Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | SBI Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 5.45% | 6.13% |
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 | 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 |
Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
SBI Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
Others | 38.48 | 29.95 |
Large Cap | 33.63 | 53.08 |
Small Cap | 1.77 | 2.55 |
Mid Cap | 6.83 | 7.92 |
Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
SBI Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
Others | 22.67 | 44.05 |
Consumer Staples | 3.11 | 1.45 |
Metals & Mining | 2.47 | 3.2 |
Services | 1.25 | 0.41 |
Healthcare | 1.44 | 2.28 |
Energy | 4.3 | 11.56 |
Financial | 18.22 | 8.34 |
Materials | 0.41 | 0.27 |
Automobile | 3.32 | 1.94 |
Communication | 0.49 | 3.13 |
Sovereign | 15.91 | 10.59 |
Technology | 2.34 | 2.35 |
Construction | 2.02 | 0.74 |
Chemicals | 0.83 | - |
Capital Goods | 1.46 | 1.13 |
Consumer Discretionary | 0.47 | 0.04 |
Insurance | - | 2.02 |
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