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 Risk	Very High Risk
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	-2%	-0.17%
6 Month	-3.9%	-1.33%
1 Year	7.4%	8.18%
3 Year	9.87%	-
5 Year	10.72%	-

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	UTI Balanced Advantage Fund - Regular (G)
6 Month	-	-
1 Year	-0.97%	2.29%
3 Year	10%	-
5 Year	10.88%	-

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	6.467%	-
Sharp	0.654%	-
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
Fund Manage	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	30.7	34.2
Large Cap	40.06	58.17
Mid Cap	9.49	5.13
Small Cap	6.46	2.5

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	UTI Balanced Advantage Fund - Regular (G)
Others	30.22	17.61
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	2.3
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	1.06
Leisure Services	0.05	-
Beverages	0.85	-
Industrial Manufacturing	0.32	-
Healthcare	-	2.72
Automobile	-	5.08
Consumer Staples	-	2.19
Materials	-	1.58
Technology	-	5.58
Services	-	2.21
Financial	-	36.39
Metals & Mining	-	1.71
Consumer Discretionary	-	1.96
Capital Goods	-	1.81
Energy	-	4.46
Communication	-	2.52
Sovereign	-	10.5
Chemicals	-	0.32