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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 3.11% 2.85%
6 Month 2.79% 1.12%
1 Year 9.91% 9.98%
3 Year 12.95% 11.81%
5 Year 16.36% 14.34%

SIP Return Analysis

Scheme Name ICICI Prudential Balanced Advantage Fund - Growth Kotak Balanced Advantage Fund -Regular Plan - Growth Option
6 Month 3.47% 2.11%
1 Year 6.72% 3.39%
3 Year 13.18% 11.94%
5 Year 13.22% 11.48%

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 0.74% 0.403%
Beta 0.69% -
Alpha 2.58% -

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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 50.87 33.82
Large Cap 59.33 50.18
Mid Cap 5.71 10.11
Small Cap 0.93 5.89

Sector Allocation

Scheme Name

ICICI Prudential Balanced Advantage Fund - Growth

Kotak Balanced Advantage Fund -Regular Plan - Growth Option

Others 50.61 32.99
Communication Services 2.6 2.42
Energy 3.73 4.49
Industrials 5.43 8.3
Technology 6.35 9.8
Consumer Cyclical 13.79 8.03
Basic Materials 4.97 6.4
Financial Services 19.55 15.04
Consumer Defensive 4.85 4.48
Healthcare 3.1 3.72
Real Estate 0.09 1.74
Utilities 1.76 2.61

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