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ICICI Prudential Balanced Advantage Fund vs Kotak Balanced Advantage Fund compare

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tortoise-icon ICICI Prudential Balanced Advantage Fund - Growth

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tortoise-icon Kotak Balanced Advantage Fund -Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name ICICI Prudential Balanced Advantage Fund - Growth Kotak Balanced Advantage Fund -Regular Plan - Growth Option
Fund ICICI Prudential Balanced Advantage Fund - Growth Kotak Balanced Advantage Fund -Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹60347 Cr ₹16649 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 30 Dec 2006 03 Aug 2018
Category Dynamic Asset Allocation Dynamic Asset Allocation
Fund Type Open Ended Open Ended
Benchmark CRISIL Hybrid 50+50 Moderate Index NIFTY 50 Hybrid Composite debt 50:50 Index
Turn Over 16% 285.96%
Expense Ratio 1.48 1.66
Manager Sharmila D'mello Harsha Upadhyaya
ISIN Code INF109K01BH2 INF174KA1186
Exits Load ICICI Prudential Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Kotak Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name ICICI Prudential Balanced Advantage Fund - Growth Kotak Balanced Advantage Fund -Regular Plan - Growth Option
1 Month 3.92% 4.88%
6 Month 5.73% 4.83%
1 Year 11.78% 11.86%
3 Year 14.65% 13.94%
5 Year 17.71% 15.81%

SIP Return Analysis

Scheme Name ICICI Prudential Balanced Advantage Fund - Growth Kotak Balanced Advantage Fund -Regular Plan - Growth Option
6 Month 5.51% 5.26%
1 Year 10.88% 9.37%
3 Year 14.23% 13.48%
5 Year 13.65% 12.25%

Rolling Lumpsum Returns

Scheme Name ICICI Prudential Balanced Advantage Fund - Growth Kotak Balanced Advantage Fund -Regular Plan - Growth Option
1 Year 11.05% 12.38%
3 Year 11.77% 11.42%
5 Year 12.39% 11.8%

Risk Management

Scheme Name ICICI Prudential Balanced Advantage Fund - Growth Kotak Balanced Advantage Fund -Regular Plan - Growth Option
Standard Deviation 4.42% 7.209%
Sharp 1.1% 0.403%
Beta 0.72% -
Alpha 2.73% -

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Fund Managers

Scheme Name ICICI Prudential Balanced Advantage Fund - Growth Kotak Balanced Advantage Fund -Regular Plan - Growth Option
Name Sharmila D'mello Harsha Upadhyaya
Total AUM ₹354743 Cr ₹139411 Cr
Funds Managed 35 11
ICICI Prudential Balanced Advantage Fund - Growth Kotak Balanced Advantage Fund -Regular Plan - Growth Option

Market Cap

Scheme Name

ICICI Prudential Balanced Advantage Fund - Growth

Kotak Balanced Advantage Fund -Regular Plan - Growth Option

Others 10.99 33.82
Large Cap 61.05 50.18
Mid Cap 5.31 10.11
Small Cap 1.01 5.89

Sector Allocation

Scheme Name

ICICI Prudential Balanced Advantage Fund - Growth

Kotak Balanced Advantage Fund -Regular Plan - Growth Option

Others 7.76 32.99
Telecom - Services 2.49 -
Petroleum Products 3.56 -
Electrical Equipment 0.15 -
IT - Software 5.85 -
Cement & Cement Products 1.65 -
Construction 2.92 -
Ferrous Metals 0.48 -
Consumer Durables 1.13 -
Diversified FMCG 2.16 -
Non - Ferrous Metals 0.72 -
Banks 14.62 -
Realty 3.18 -
Pharmaceuticals & Biotechnology 2.66 -
Leisure Services 0.2 -
Automobiles 8.81 -
Aerospace & Defense 0.01 -
Auto Components 2.02 -
Chemicals & Petrochemicals 0.51 -
Finance 2.35 -
Insurance 2.13 -
Capital Markets 1.1 -
Retailing 4.06 -
Diversified Metals 0.17 -
Oil 0.51 -
Food Products 1.09 -
Industrial Products 1.15 -
Healthcare Services 0.32 -
Consumable Fuels 0.2 -
Fertilizers & Agrochemicals 1.1 -
Transport Services 1.25 -
Power 1.76 -
Transport Infrastructure 0.18 -
Commercial Services & Supplies 0.11 -
Communication Services - 2.42
Energy - 4.49
Industrials - 8.3
Technology - 9.8
Healthcare - 3.72
Financial Services - 15.04
Consumer Defensive - 4.48
Basic Materials - 6.4
Real Estate - 1.74
Utilities - 2.61
Consumer Cyclical - 8.03

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