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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
Overview
| 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) | ₹17874 Cr | ₹767 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹200 |
| 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 | 1.66 | 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 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| 1 Month | 0.36% | -0.63% |
| 6 Month | 1.33% | -2.57% |
| 1 Year | 3.21% | 1.11% |
| 3 Year | 11.42% | 8.93% |
| 5 Year | 10.69% | - |
SIP Return Analysis
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| 6 Month | 2.18% | 0.46% |
| 1 Year | 10.45% | 5.64% |
| 3 Year | 10.85% | 8.3% |
| 5 Year | 10.74% | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| 1 Year | 10.94% | 10.92% |
| 3 Year | 11.54% | 10.18% |
| 5 Year | 11.93% | - |
Risk Management
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 7.05% | 7.41% |
| Sharp | 0.68% | 0.46% |
| Beta | 0.99% | 1.07% |
| Alpha | 0.24% | -1.8% |
Fund Managers
| 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 |
| Funds Managed | 11 | 7 |
| Kotak Balanced Advantage Fund -Regular Plan - Growth Option | LIC MF Balanced Advantage Fund Regular - Growth |
Market Cap
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| Others | 34.42 | 30.75 |
| Large Cap | 48.86 | 47.1 |
| Mid Cap | 10.13 | 8.92 |
| Small Cap | 6.59 | 13.23 |
Sector Allocation
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| Others | 31.08 | 28.51 |
| Communication Services | 3.04 | 2.92 |
| Energy | 5.75 | 3.73 |
| Industrials | 8.09 | 7.48 |
| Technology | 6.76 | 9.69 |
| Basic Materials | 6.3 | 7.58 |
| Healthcare | 3.65 | 3.73 |
| Financial Services | 18.97 | 25.11 |
| Consumer Defensive | 3.61 | 3.97 |
| Consumer Cyclical | 8.69 | 2.91 |
| Real Estate | 1.68 | 1.22 |
| Utilities | 2.38 | 3.15 |
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