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
| 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 | Moderately High | Very High |
| Asset Size (Cr) | ₹382 Cr | ₹16752 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 | 1.65 |
| 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 |
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -4.22% | -3.55% |
| 6 Month | -1.19% | -0.39% |
| 1 Year | 9.09% | 12.38% |
| 3 Year | 7.49% | 9.92% |
| 5 Year | 6.15% | 11.37% |
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 2.35% | 6.2% |
| 3 Year | 11.66% | 12.39% |
| 5 Year | - | 12.23% |
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.77% | 12.19% |
| 3 Year | 10.27% | 11.44% |
| 5 Year | - | 11.76% |
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 7.14% | 5.45% |
| Sharp | 0.66% | 0.94% |
| Beta | 0.76% | 0.76% |
| Alpha | 1.36% | 2.13% |
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| 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 |
| Fund Manage | 8 | 11 |
| ITI Balanced Advantage Fund Regular - Growth | Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
|---|---|---|
| Others | 15.23 | 33.66 |
| Large Cap | 58.44 | 42.17 |
| Small Cap | 3.87 | 5.6 |
| Mid Cap | 3.53 | 8.62 |
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
|---|---|---|
| Others | 15.23 | 33.66 |
| Telecom - Services | 3.76 | 1.66 |
| Petroleum Products | 4.6 | 3.23 |
| Electrical Equipment | 2.78 | 0.52 |
| IT - Software | 7.25 | 8.36 |
| Construction | 1.38 | 1.98 |
| Non - Ferrous Metals | 0.83 | 0.54 |
| Banks | 14.36 | 10.23 |
| Pharmaceuticals & Biotechnology | 2.75 | 1.28 |
| Ferrous Metals | 0.81 | 0.05 |
| Automobiles | 2.06 | 3.08 |
| Insurance | 4.66 | 1.09 |
| Diversified FMCG | 2.36 | 2.81 |
| Agricultural Food & other Products | 0.46 | - |
| Realty | 0.35 | 1.2 |
| Consumer Durables | 1.86 | 0.95 |
| Industrial Products | 3.33 | 1.67 |
| Finance | 0.97 | 1.8 |
| Financial Technology (Fintech) | 1.35 | 0.64 |
| Metals & Minerals Trading | 1 | 0 |
| Healthcare Services | 0.53 | 0.68 |
| Cement & Cement Products | 0.99 | 0.95 |
| Power | 4.45 | 1.71 |
| Retailing | 1.86 | 1.63 |
| Capital Markets | 1.09 | - |
| Personal Products | - | 0.79 |
| Transport Services | - | 1.39 |
| Gas | - | 0.77 |
| Fertilizers & Agrochemicals | - | 1.06 |
| Diversified Metals | - | -0.01 |
| Agricultural, Commercial & Construction Vehicles | - | 0.21 |
| Oil | - | 0.42 |
| Aerospace & Defense | - | 0.44 |
| Auto Components | - | 3.07 |
| Chemicals & Petrochemicals | - | 0.87 |
| Consumable Fuels | - | 0.21 |
| Transport Infrastructure | - | 0 |
| Beverages | - | 0.81 |
| Industrial Manufacturing | - | 0.3 |
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