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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