Kotak Balanced Advantage Fund -Direct Plan -Payout of Income Distribution cum capital withdrawal option vs SBI Balanced Advantage Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW)
Side-by-side comparison of NAV, returns, expense ratio and star rating.
Kotak Balanced Advantage Fund -Direct Plan -Payout of Income Distribution cum capital withdrawal option
Kotak Mahindra Mutual Fund
★★★★★
Hybrid · Dynamic Asset Allocation or Balanced Advantage
SBI Balanced Advantage Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW)
SBI Mutual Fund
★★★★★
Hybrid · Dynamic Asset Allocation or Balanced Advantage
| Metric | Kotak Balanced Advanta... | SBI Balanced Advantage... |
|---|---|---|
| NAV | ₹23.19 | ₹16.72 |
| Star Rating | ★★★ | ★★★★ |
| Expense Ratio | 0.6% | 0.73% |
| AUM | ₹17,183 Cr | ₹40,732 Cr |
| 1M Return | -1.29% | +1.66% |
| 3M Return | +1.02% | +1.4% |
| 6M Return | -1.83% | -0.67% |
| 1Y Return | +0.03% | +1.96% |
| 3Y CAGR | +10.35% | +11.25% |
| 5Y CAGR | +9.68% | — |
| Risk Level | — | — |
| Fund Manager | Abhishek Bisen, Deepak Gupta, Harish Krishnan | Dinesh Ahuja |