LIC MF Balanced Advantage Fund Regular vs Kotak Balanced Advantage Fund compare
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
LIC MF Balanced Advantage Fund Regular - Growth
Chart Comparison
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| Fund | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | LIC MF Balanced Advantage Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹16752 Cr | ₹791 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹500 |
| Launch Date | 03 Aug 2018 | 12 Nov 2021 |
| 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 | 1.65 | 2.28 |
| Manager | Harsha Upadhyaya | Yogesh Patil |
| ISIN Code | INF174KA1186 | INF767K01QV6 |
| Exits Load | Kotak Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | LIC MF Balanced Advantage Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| 1 Month | -4.33% | -3.52% |
| 6 Month | -0.44% | 0.37% |
| 1 Year | 11.21% | 9.64% |
| 3 Year | 9.83% | 8.73% |
| 5 Year | 11.36% | - |
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 8.09% | 8.01% |
| 3 Year | 13.03% | 11.33% |
| 5 Year | 12.5% | - |
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| 1 Year | 12.19% | 12.59% |
| 3 Year | 11.44% | - |
| 5 Year | 11.76% | - |
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 5.45% | 7.41% |
| Sharp | 0.94% | - |
| Beta | 0.76% | - |
| Alpha | 2.13% | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| Name | Harsha Upadhyaya | Yogesh Patil |
| Total AUM | ₹139411 Cr | ₹5898 Cr |
| Fund Manage | 11 | 7 |
| Kotak Balanced Advantage Fund -Regular Plan - Growth Option | LIC MF Balanced Advantage Fund Regular - Growth |
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| Others | 33.66 | 2.87 |
| Large Cap | 42.17 | 57.38 |
| Mid Cap | 8.62 | 6.09 |
| Small Cap | 5.6 | 10.68 |
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| Others | 33.66 | 2.87 |
| Telecom - Services | 1.66 | 0.53 |
| Petroleum Products | 3.23 | 4.32 |
| Industrial Products | 1.67 | 5.23 |
| IT - Software | 8.36 | 11.58 |
| Pharmaceuticals & Biotechnology | 1.28 | 3.12 |
| Construction | 1.98 | 1.21 |
| Banks | 10.23 | 23.39 |
| Diversified FMCG | 2.81 | 3.52 |
| Non - Ferrous Metals | 0.54 | 0.77 |
| Cement & Cement Products | 0.95 | 1.36 |
| Ferrous Metals | 0.05 | - |
| Realty | 1.2 | - |
| Power | 1.71 | 2.53 |
| Automobiles | 3.08 | 5.49 |
| Personal Products | 0.79 | 0.51 |
| Transport Services | 1.39 | - |
| Finance | 1.8 | 2.98 |
| Gas | 0.77 | - |
| Fertilizers & Agrochemicals | 1.06 | - |
| Consumer Durables | 0.95 | - |
| Electrical Equipment | 0.52 | 0.29 |
| Diversified Metals | -0.01 | - |
| Agricultural, Commercial & Construction Vehicles | 0.21 | - |
| Oil | 0.42 | - |
| Aerospace & Defense | 0.44 | 1.24 |
| Auto Components | 3.07 | 0.62 |
| Chemicals & Petrochemicals | 0.87 | 1.8 |
| Retailing | 1.63 | - |
| Financial Technology (Fintech) | 0.64 | - |
| Metals & Minerals Trading | 0 | - |
| Healthcare Services | 0.68 | - |
| Consumable Fuels | 0.21 | - |
| Transport Infrastructure | 0 | - |
| Insurance | 1.09 | 0.09 |
| Beverages | 0.81 | 0.36 |
| Industrial Manufacturing | 0.3 | 0.71 |
| Media | - | 0.87 |
| Agricultural Food & other Products | - | 0.94 |
| Food Products | - | 0.19 |
| Minerals & Mining | - | 0.5 |
Top Comparisons
BANDHAN Core Equity Fund - Regular Plan - Growth
3Y Returns18.95%
INVESCO INDIA LARGE & MID CAP FUND - Growth
3Y Returns17.31%
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth
3Y Returns0%
BANDHAN Balanced Advantage Fund Regular Plan Growth
3Y Returns7.59%
HDFC Gilt Fund - Growth Plan
3Y Returns5.8%
Tata Gilt Securities Fund -Regular Plan- Growth Option
3Y Returns5.98%
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth
3Y Returns11.9%
SBI Large & MIDCap Fund- Regular Plan -Growth
3Y Returns13.65%