Kotak Balanced Advantage Fund -Direct Plan -Payout of Income Distribution cum capital withdrawal option vs Sundaram Balanced Advantage Fund ( Formerly Known as Principal Balanced Advantage Fund) - Direct Plan - Growth Option
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
Sundaram Balanced Advantage Fund ( Formerly Known as Principal Balanced Advantage Fund) - Direct Plan - Growth Option
HDFC Mutual Fund
★★★★★
Hybrid · Dynamic Asset Allocation
| Metric | Kotak Balanced Advanta... | Sundaram Balanced Adva... |
|---|---|---|
| NAV | ₹22.48 | ₹546.11 |
| Star Rating | ★★★ | ★★★★★ |
| Expense Ratio | 0.8157% | 0.78% |
| AUM | ₹16,618 Cr | ₹107,295 Cr |
| 1M Return | -2.11% | -4.22% |
| 3M Return | -3.0% | -3.6% |
| 6M Return | -0.34% | +2.84% |
| 1Y Return | -0.99% | -2.61% |
| 3Y CAGR | +8.84% | +9.94% |
| 5Y CAGR | +8.22% | +13.17% |
| Risk Level | — | — |
| Fund Manager | Abhishek Bisen, Deepak Gupta, Harish Krishnan | Srinivas Rao Ravuri |