Kotak Balanced Advantage Fund vs ITI Balanced Advantage Fund Regular 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) | ₹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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