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Kotak Balanced Advantage Fund vs ITI Balanced Advantage Fund Regular compare

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tortoise-icon ITI Balanced Advantage Fund Regular - 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 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) ₹408 Cr ₹17678 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 -1.3% -1.06%
6 Month 5.53% 6%
1 Year 2.54% 4.19%
3 Year 11.72% 12.45%
5 Year 10.82% 12.48%

SIP Return Analysis

Scheme Name ITI Balanced Advantage Fund Regular - Growth Kotak Balanced Advantage Fund -Regular Plan - Growth Option
6 Month 3.32% 3.5%
1 Year 5.84% 7.03%
3 Year 11.56% 12.12%
5 Year 10.66% 11.49%

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 7.23% 7.26%
Sharp 0.86% 1.02%
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 37.93 32.1
Large Cap 47.57 50.58
Small Cap 8.76 5.86
Mid Cap 5.73 11.46

Sector Allocation

Scheme Name

ITI Balanced Advantage Fund Regular - Growth

Kotak Balanced Advantage Fund -Regular Plan - Growth Option

Others 32.92 29.3
Energy 6.46 5.76
Industrials 2.64 9.8
Technology 11.02 7.95
Consumer Cyclical 9.37 8.34
Financial Services 23.8 16.5
Healthcare 3.11 3.7
Consumer Defensive 1.39 3.96
Utilities 2.24 2.58
Basic Materials 3.68 7.06
Communication Services 3.37 3.21
Real Estate - 1.83

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