Kotak Balanced Advantage Fund vs ICICI Prudential Balanced Advantage Fund compare

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ICICI Prudential Balanced Advantage Fund - Growth

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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)	₹63787 Cr	₹17343 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	1.44	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

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	Kotak Balanced Advantage Fund -Regular Plan - Growth Option
1 Month	1.94%	1.72%
6 Month	6%	3.62%
1 Year	9.44%	6.91%
3 Year	14.85%	14.31%
5 Year	15.58%	13.47%

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	Kotak Balanced Advantage Fund -Regular Plan - Growth Option
6 Month	6.65%	6.63%
1 Year	13.38%	10.98%
3 Year	14.66%	13.66%
5 Year	13.83%	12.33%

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	Kotak Balanced Advantage Fund -Regular Plan - Growth Option
1 Year	11%	11.85%
3 Year	11.81%	11.38%
5 Year	12.45%	11.87%

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	Kotak Balanced Advantage Fund -Regular Plan - Growth Option
Standard Deviation	4.42%	7.54%
Sharp	1.25%	0.80%
Beta	0.73%	-
Alpha	2.55%	-

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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

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	Kotak Balanced Advantage Fund -Regular Plan - Growth Option
Others	8.67	31.23
Large Cap	60.36	52.58
Mid Cap	5.95	10.28
Small Cap	1.09	5.91

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	Kotak Balanced Advantage Fund -Regular Plan - Growth Option
Others	4.78	100
Telecom - Services	2.5	-
Petroleum Products	3.8	-
Electrical Equipment	0.16	-
IT - Software	6.16	-
Cement & Cement Products	1.34	-
Construction	2.79	-
Consumer Durables	1.26	-
Diversified FMCG	2.04	-
Non - Ferrous Metals	0.64	-
Banks	14.18	-
Realty	3.9	-
Pharmaceuticals & Biotechnology	2.62	-
Leisure Services	0.19	-
Automobiles	8.46	-
Auto Components	2.21	-
Ferrous Metals	0.31	-
Chemicals & Petrochemicals	0.53	-
Finance	2.29	-
Insurance	2.25	-
Capital Markets	1.25	-
Retailing	3.69	-
Diversified Metals	0.17	-
Oil	0.4	-
Food Products	1.31	-
Personal Products	0.15	-
Industrial Products	1.25	-
Healthcare Services	0.32	-
Consumable Fuels	0.19	-
Fertilizers & Agrochemicals	1.24	-
Transport Services	1.85	-
Power	1.58	-
Transport Infrastructure	0.15	-
Commercial Services & Supplies	0.11	-