UTI vs Kotak Balanced Advantage Fund compare
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
UTI Balanced Advantage Fund - Regular (G)
Chart Comparison
| 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) | ₹16752 Cr | ₹2978 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 | 1.65 | 1.91 |
| 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 | -2.6% | -1.37% |
| 6 Month | -0.58% | 0.07% |
| 1 Year | 11.22% | 9.39% |
| 3 Year | 10.17% | - |
| 5 Year | 11.31% | - |
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 6.2% | 5.27% |
| 3 Year | 12.39% | - |
| 5 Year | 12.23% | - |
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| 1 Year | 12.19% | 20.41% |
| 3 Year | 11.44% | - |
| 5 Year | 11.76% | - |
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| Standard Deviation | 5.45% | - |
| Sharp | 0.94% | - |
| Beta | 0.76% | - |
| Alpha | 2.13% | - |
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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 | 33.66 | 34.2 |
| Large Cap | 42.17 | 58.17 |
| Mid Cap | 8.62 | 5.13 |
| Small Cap | 5.6 | 2.5 |
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| Others | 33.66 | 17.61 |
| Telecom - Services | 1.66 | - |
| Petroleum Products | 3.23 | - |
| Industrial Products | 1.67 | - |
| IT - Software | 8.36 | - |
| Pharmaceuticals & Biotechnology | 1.28 | - |
| Construction | 1.98 | 2.3 |
| Banks | 10.23 | - |
| Diversified FMCG | 2.81 | - |
| Non - Ferrous Metals | 0.54 | - |
| Cement & Cement Products | 0.95 | - |
| Ferrous Metals | 0.05 | - |
| Realty | 1.2 | - |
| Power | 1.71 | - |
| Automobiles | 3.08 | - |
| Personal Products | 0.79 | - |
| Transport Services | 1.39 | - |
| Finance | 1.8 | - |
| Gas | 0.77 | - |
| Fertilizers & Agrochemicals | 1.06 | - |
| Consumer Durables | 0.95 | - |
| Electrical Equipment | 0.52 | - |
| Diversified Metals | -0.01 | - |
| Agricultural, Commercial & Construction Vehicles | 0.21 | - |
| Oil | 0.42 | - |
| Aerospace & Defense | 0.44 | - |
| Auto Components | 3.07 | - |
| Chemicals & Petrochemicals | 0.87 | - |
| Retailing | 1.63 | - |
| Financial Technology (Fintech) | 0.64 | - |
| Metals & Minerals Trading | 0 | - |
| Healthcare Services | 0.68 | - |
| Consumable Fuels | 0.21 | - |
| Transport Infrastructure | 0 | - |
| Insurance | 1.09 | 1.06 |
| Beverages | 0.81 | - |
| Industrial Manufacturing | 0.3 | - |
| 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 |
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