Kotak Balanced Advantage Fund - Direct Plan -Growth Option vs Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Direct Plan - Monthly Income Distribution CUM Capital Withdrawal Option
Side-by-side comparison of NAV, returns, expense ratio and star rating.
Kotak Balanced Advantage Fund - Direct Plan -Growth Option
Kotak Mahindra Mutual Fund
★★★★★
Hybrid · Dynamic Asset Allocation
Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Direct Plan - Monthly Income Distribution CUM Capital Withdrawal Option
HDFC Mutual Fund
★★★★★
Hybrid · Dynamic Asset Allocation
| Metric | Kotak Balanced Advanta... | Sundaram Balanced Adva... |
|---|---|---|
| NAV | ₹22.37 | ₹546.11 |
| Star Rating | ★★★ | ★★★★★ |
| Expense Ratio | 0.8271% | 0.78% |
| AUM | ₹17,373 Cr | ₹107,295 Cr |
| 1M Return | -4.03% | -4.22% |
| 3M Return | -2.74% | -3.6% |
| 6M Return | +4.58% | +2.84% |
| 1Y Return | +0.34% | -2.61% |
| 3Y CAGR | +8.7% | +9.94% |
| 5Y CAGR | +8.44% | +13.17% |
| Risk Level | — | — |
| Fund Manager | Abhishek Bisen, Deepak Gupta, Harish Krishnan | Srinivas Rao Ravuri |