Kotak Balanced Advantage vs Nippon India Balanced Advantage — Which is Better?
Kotak Balanced Advantage Fund and Nippon India Balanced Advantage Fund compared head-to-head with live data — NAV, assets under management, cost and annualised returns, so you can see how the two schemes actually differ before shortlisting either.
| Kotak Balanced Advantage Fund | Nippon India Balanced Advantage Fund | |
|---|---|---|
| Category | — | — |
| Latest NAV (₹) | 23.18 | 210.41 |
How to read this comparison
- Returns are annualised (CAGR) from real historical NAVs. Longer periods (3-5 years) are more meaningful than 1-year numbers.
- Expense ratio compounds against you every year — between two similar funds, the cheaper one keeps more of the return in your pocket. How the expense ratio works.
- AUM shows scale. Very small funds can close or merge; very large funds in narrow categories can struggle to deploy money.
- Check consistency, not just point-in-time returns — open both funds in the interactive comparison tool for rolling returns and portfolio overlap.
Frequently asked questions
Which fund is better?
There is no universal "better" — it depends on your horizon, risk appetite and the rest of your portfolio. Use the numbers above as a starting point, then read each scheme's documents. Dhanik does not give investment advice.
Can I compare more than two funds?
Yes — the Compare tool lets you place up to 4 funds side by side with rebased NAV charts, rolling returns and risk metrics.
Mutual fund investments are subject to market risks; read all scheme-related documents carefully.