Kotak Balanced Advantage Fund -Direct Plan -Payout of Income Distribution cum capital withdrawal option vs TATA Balanced Advantage Fund Direct Plan - Payout of Income Distribution cum capital withdrawal 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 or Balanced Advantage
TATA Balanced Advantage Fund Direct Plan - Payout of Income Distribution cum capital withdrawal option
Tata Mutual Fund
★★★★★
Hybrid · Dynamic Asset Allocation or Balanced Advantage
| Metric | Kotak Balanced Advanta... | TATA Balanced Advantag... |
|---|---|---|
| NAV | ₹23.19 | ₹22.95 |
| Star Rating | ★★★ | ★★★★ |
| Expense Ratio | 0.6% | 1.35% |
| AUM | ₹17,183 Cr | ₹70,551 Cr |
| 1M Return | -1.29% | +3.58% |
| 3M Return | +1.02% | +0.37% |
| 6M Return | -1.83% | -2.58% |
| 1Y Return | +0.03% | -0.76% |
| 3Y CAGR | +10.35% | +8.9% |
| 5Y CAGR | +9.68% | +9.7% |
| Risk Level | — | — |
| Fund Manager | Abhishek Bisen, Deepak Gupta, Harish Krishnan | S Naren, Rajat Chandak, Manish Banthia, Ihab Dalwai |