SBI Balanced Advantage Fund vs Kotak Balanced Advantage Fund compare

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tortoise-icon Kotak Balanced Advantage Fund -Regular Plan - Growth Option

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tortoise-icon SBI Balanced Advantage Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 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

Trailing Lumpsum Returns

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% -

SIP Return Analysis

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%

Rolling Lumpsum Returns

Scheme Name Kotak Balanced Advantage Fund -Regular Plan - Growth Option SBI Balanced Advantage Fund - Regular Plan - Growth
1 Year 11.89% 16.29%
3 Year 11.49% 13.57%
5 Year 11.72% -

Risk Management

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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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 38.48 29.95
Large Cap 33.63 53.08
Small Cap 1.77 2.55
Mid Cap 6.83 7.92

Sector Allocation

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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