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) | ₹16986 Cr | ₹2865 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 05 Jul 2018 | 10 Aug 2023 |
| 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% | % |
| Expense Ratio | 1.65 | 1.89 |
| Manager | Harsha Upadhyaya | Sachin Trivedi |
| ISIN Code | INF174KA1186 | INF789F1AYT7 |
| Exits Load | Exit load for units in excess of 8% of the investment,1% will be charged for redemption within 365 days/365 | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365 |
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| 1 Month | -1.45% | -1.51% |
| 6 Month | 9.63% | 8.58% |
| 1 Year | 20.46% | 19.21% |
| 3 Year | 10.66% | - |
| 5 Year | 12.26% | - |
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 15% | 13.59% |
| 3 Year | 14.6% | - |
| 5 Year | 13.53% | - |
| 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 | 38.48 | 34.2 |
| Large Cap | 33.63 | 58.17 |
| Small Cap | 1.77 | 2.5 |
| Mid Cap | 6.83 | 5.13 |
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| Others | 22.67 | 17.61 |
| Consumer Staples | 3.11 | 2.19 |
| Metals & Mining | 2.47 | 1.71 |
| Services | 1.25 | 2.21 |
| Healthcare | 1.44 | 2.72 |
| Energy | 4.3 | 4.46 |
| Financial | 18.22 | 36.39 |
| Materials | 0.41 | 1.58 |
| Automobile | 3.32 | 5.08 |
| Communication | 0.49 | 2.52 |
| Sovereign | 15.91 | 10.5 |
| Technology | 2.34 | 5.58 |
| Construction | 2.02 | 2.3 |
| Chemicals | 0.83 | 0.32 |
| Capital Goods | 1.46 | 1.81 |
| Consumer Discretionary | 0.47 | 1.96 |
| Insurance | - | 1.06 |
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