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ITI Balanced Advantage Fund Regular vs Kotak Balanced Advantage Fund compare
ITI Balanced Advantage Fund Regular - Growth
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
Chart Comparison
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) | ₹378 Cr | ₹16649 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 | 2.11% | 1.07% |
| 6 Month | -1.21% | 0.49% |
| 1 Year | 6.72% | 7.88% |
| 3 Year | 12.57% | 13.98% |
| 5 Year | 10.82% | 14.19% |
SIP Return Analysis
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 4.34% | 5.29% |
| 1 Year | 5.24% | 7.97% |
| 3 Year | 11.69% | 12.56% |
| 5 Year | 10.63% | 11.72% |
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 | 7.494% | 7.209% |
| Sharp | 0.221% | 0.403% |
| Beta | - | - |
| Alpha | - | - |
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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 |
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