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 | High |
| Asset Size (Cr) | ₹16348 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 | 1.11% | 1.17% |
| 6 Month | 12.82% | 9.55% |
| 1 Year | 22.94% | 24.14% |
| 3 Year | 12.21% | - |
| 5 Year | 13.62% | - |
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | SBI Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 9.53% | 10.9% |
| 3 Year | 22.25% | 27.13% |
| 5 Year | 38.84% | 27.13% |
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | SBI Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.91% | 13.41% |
| 3 Year | 30.76% | 28.77% |
| 5 Year | 41.99% | 28.77% |
| 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 | 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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