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UTI vs Kotak Balanced Advantage Fund compare
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
UTI Balanced Advantage Fund - Regular (G)
Chart Comparison
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 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| 1 Month | 4.46% | 4.57% |
| 6 Month | -1.78% | 0.25% |
| 1 Year | 9.81% | 10.73% |
| 3 Year | 10.91% | - |
| 5 Year | 14.75% | - |
SIP Return Analysis
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| 6 Month | 1.08% | 2.46% |
| 1 Year | 2.36% | 5.76% |
| 3 Year | 11.43% | - |
| 5 Year | 11.22% | - |
Rolling Lumpsum Returns
| 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% | - |
Risk Management
| 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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Fund Managers
| 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) |
Market Cap
| 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 |
Sector Allocation
| 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 |
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