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
| 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) | ₹16752 Cr | ₹32661 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 | 1.65 | 1.58 |
| 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 |
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | SBI Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -2.21% | -1.05% |
| 6 Month | -0.31% | -1.19% |
| 1 Year | 11.67% | 9.41% |
| 3 Year | 10.73% | 12.66% |
| 5 Year | 11.56% | - |
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | SBI Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 8.73% | 4.69% |
| 3 Year | 13.56% | 14.1% |
| 5 Year | 12.94% | - |
| 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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| 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 |
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
SBI Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 30.7 | 29.95 |
| Large Cap | 40.06 | 53.08 |
| Mid Cap | 9.49 | 7.92 |
| Small Cap | 6.46 | 2.55 |
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
SBI Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 30.22 | 44.05 |
| Cement and Cement Products | 0.1 | - |
| Telecom - Services | 1.97 | - |
| Petroleum Products | 3.08 | - |
| Industrial Products | 1.54 | - |
| IT - Software | 8.36 | - |
| Pharmaceuticals & Biotechnology | 1.15 | - |
| Construction | 1.93 | 0.74 |
| Banks | 9.74 | - |
| Diversified FMCG | 2.75 | - |
| Non - Ferrous Metals | 0.39 | - |
| Cement & Cement Products | 0.8 | - |
| Ferrous Metals | 0.04 | - |
| Realty | 2.06 | - |
| Healthcare Services | 1.19 | - |
| Power | 1.67 | - |
| Automobiles | 2.94 | - |
| Personal Products | 0.52 | - |
| Transport Services | 1.31 | - |
| Finance | 1.78 | - |
| Gas | 0.79 | - |
| Fertilizers & Agrochemicals | 1.05 | - |
| Consumer Durables | 0.82 | - |
| Electrical Equipment | 0.74 | - |
| Diversified Metals | -0.01 | - |
| Agricultural, Commercial & Construction Vehicles | 0.2 | - |
| Oil | 0.39 | - |
| Aerospace & Defense | 0.52 | - |
| Auto Components | 2.97 | - |
| Chemicals & Petrochemicals | 0.77 | - |
| Retailing | 1.38 | - |
| Financial Technology (Fintech) | 0.71 | - |
| Metals & Minerals Trading | -0.01 | - |
| Consumable Fuels | 0.19 | - |
| Capital Markets | 0.09 | - |
| Pharmaceuticals and Biotechnology | 0.43 | - |
| Transport Infrastructure | -0.01 | - |
| Insurance | 0.93 | 2.02 |
| Leisure Services | 0.05 | - |
| Beverages | 0.85 | - |
| Industrial Manufacturing | 0.32 | - |
| Healthcare | - | 2.28 |
| Financial | - | 8.34 |
| Capital Goods | - | 1.13 |
| Energy | - | 11.56 |
| Services | - | 0.41 |
| Materials | - | 0.27 |
| Metals & Mining | - | 3.2 |
| Consumer Staples | - | 1.45 |
| Communication | - | 3.13 |
| Technology | - | 2.35 |
| Automobile | - | 1.94 |
| Sovereign | - | 10.59 |
| Consumer Discretionary | - | 0.04 |
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