UTI vs Kotak Balanced Advantage Fund compare

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Kotak Balanced Advantage Fund -Regular Plan - Growth Option

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UTI Balanced Advantage Fund - Regular (G)

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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	UTI Balanced Advantage Fund - Regular (G)
Fund	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	UTI Balanced Advantage Fund - Regular (G)
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹16649 Cr	₹2921 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	03 Aug 2018	10 Aug 2023
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%	%
Expense Ratio	1.66	1.96
Manager	Harsha Upadhyaya	Sachin Trivedi
ISIN Code	INF174KA1186	INF789F1AYT7
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	UTI 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	UTI Balanced Advantage Fund - Regular (G)
1 Month	4.86%	4.23%
6 Month	-5.03%	-3.28%
1 Year	8.55%	9.24%
3 Year	10.81%	-
5 Year	15.96%	-

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	UTI Balanced Advantage Fund - Regular (G)
6 Month	-1.58%	0.25%
1 Year	-0.21%	3.02%
3 Year	10.86%	-
5 Year	11.02%	-

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	UTI Balanced Advantage Fund - Regular (G)
1 Year	12.38%	18.51%
3 Year	11.42%	-
5 Year	11.8%	-

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	UTI Balanced Advantage Fund - Regular (G)
Standard Deviation	7.209%	-
Sharp	0.403%	-
Beta	-	-
Alpha	-	-

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Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	UTI Balanced Advantage Fund - Regular (G)
Name	Harsha Upadhyaya	Sachin Trivedi
Total AUM	₹139411 Cr	₹7301 Cr
Funds Managed	11	3
	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	UTI Balanced Advantage Fund - Regular (G)

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	UTI Balanced Advantage Fund - Regular (G)
Others	33.82	33.97
Large Cap	50.18	57.94
Mid Cap	10.11	5.03
Small Cap	5.89	3.06

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	UTI Balanced Advantage Fund - Regular (G)
Others	32.99	33.97
Communication Services	2.42	4.72
Energy	4.49	3.89
Industrials	8.3	3.95
Technology	9.8	7.9
Healthcare	3.72	2.41
Financial Services	15.04	23.86
Consumer Defensive	4.48	5.41
Basic Materials	6.4	4.18
Real Estate	1.74	0.2
Utilities	2.61	1.98
Consumer Cyclical	8.03	7.55