Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

ITI Balanced Advantage Fund Regular vs Kotak Balanced Advantage Fund compare

Link copied to clipboard!

tortoise-icon ITI Balanced Advantage Fund Regular - Growth

Invest Now

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

Invest Now

Chart Comparison

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

Overview

Scheme Name ITI Balanced Advantage Fund Regular - Growth Kotak Balanced Advantage Fund -Regular Plan - Growth Option
Fund ITI Balanced Advantage Fund Regular - Growth Kotak Balanced Advantage Fund -Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹395 Cr ₹17343 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 30 Dec 2019 03 Aug 2018
Category Dynamic Asset Allocation Dynamic Asset Allocation
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 Hybrid Composite debt 50:50 Index NIFTY 50 Hybrid Composite debt 50:50 Index
Turn Over % 285.96%
Expense Ratio 2.37 1.66
Manager Vikrant Mehta Harsha Upadhyaya
ISIN Code INF00XX01655 INF174KA1186
Exits Load ITI Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 90 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 ITI Balanced Advantage Fund Regular - Growth Kotak Balanced Advantage Fund -Regular Plan - Growth Option
1 Month 3.06% 1.73%
6 Month 2.83% 4.22%
1 Year 6.31% 8.25%
3 Year 13.25% 14.41%
5 Year 11.49% 13.8%

SIP Return Analysis

Scheme Name ITI Balanced Advantage Fund Regular - Growth Kotak Balanced Advantage Fund -Regular Plan - Growth Option
6 Month 6.25% 6.63%
1 Year 9.16% 10.98%
3 Year 13% 13.66%
5 Year 11.42% 12.33%

Rolling Lumpsum Returns

Scheme Name ITI Balanced Advantage Fund Regular - Growth Kotak Balanced Advantage Fund -Regular Plan - Growth Option
1 Year 11.89% 11.85%
3 Year 10.04% 11.38%
5 Year 8.23% 11.87%

Risk Management

Scheme Name ITI Balanced Advantage Fund Regular - Growth Kotak Balanced Advantage Fund -Regular Plan - Growth Option
Standard Deviation 7.31% 7.54%
Sharp 0.68% 0.80%
Beta - -
Alpha - -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name ITI Balanced Advantage Fund Regular - Growth Kotak Balanced Advantage Fund -Regular Plan - Growth Option
Name Vikrant Mehta Harsha Upadhyaya
Total AUM ₹698 Cr ₹139411 Cr
Funds Managed 8 11
ITI Balanced Advantage Fund Regular - Growth Kotak Balanced Advantage Fund -Regular Plan - Growth Option

Market Cap

Scheme Name

ITI Balanced Advantage Fund Regular - Growth

Kotak Balanced Advantage Fund -Regular Plan - Growth Option

Others 35.82 33.82
Large Cap 54.6 50.18
Mid Cap 4.68 10.11
Small Cap 4.9 5.89

Sector Allocation

Scheme Name

ITI Balanced Advantage Fund Regular - Growth

Kotak Balanced Advantage Fund -Regular Plan - Growth Option

Others 34.87 32.99
Communication Services 3.81 2.42
Energy 5.19 4.49
Industrials 4.19 8.3
Technology 8.86 9.8
Basic Materials 4.99 6.4
Financial Services 23.69 15.04
Healthcare 3.62 3.72
Consumer Cyclical 5.96 8.03
Consumer Defensive 2.65 4.48
Real Estate 0.32 1.74
Utilities 1.85 2.61

Top Comparisons

INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth

3Y Returns20.64%

VS

Quant Aggressive Hybrid Fund-Growth Quant Aggressive Hybrid Fund-Growth

3Y Returns17.59%

Compare Now

ICICI Prudential Ultra Short Term Fund - Growth ICICI Prudential Ultra Short Term Fund - Growth

3Y Returns7.06%

VS

UTI Ultra Short Duration Fund- Regular Plan - Growth Option UTI Ultra Short Duration Fund- Regular Plan - Growth Option

3Y Returns6.79%

Compare Now

Bandhan Large & Mid Cap Fund - Regular Plan - Growth Bandhan Large & Mid Cap Fund - Regular Plan - Growth

3Y Returns28.99%

VS

Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option

3Y Returns21.61%

Compare Now

Mahindra Manulife Mid Cap Fund - Regular Plan - Growth Mahindra Manulife Mid Cap Fund - Regular Plan - Growth

3Y Returns29.8%

VS

PGIM India Midcap Fund - Regular Plan - Growth Option PGIM India Midcap Fund - Regular Plan - Growth Option

3Y Returns19.6%

Compare Now
Add to Cart Successfully