Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

LIC MF Balanced Advantage Fund Regular vs Kotak Balanced Advantage Fund compare

Link copied to clipboard!

tortoise-icon Kotak Balanced Advantage Fund -Regular Plan - Growth Option

Invest Now

tortoise-icon LIC MF Balanced Advantage Fund Regular - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹17339 Cr ₹806 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 1.66 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 2.04% 2%
6 Month 10.48% 9.31%
1 Year 3.11% 3.57%
3 Year 12.05% 10.38%
5 Year 11.95% -

SIP Return Analysis

Scheme Name Kotak Balanced Advantage Fund -Regular Plan - Growth Option LIC MF Balanced Advantage Fund Regular - Growth
6 Month 1.99% 0.89%
1 Year 7.93% 6.24%
3 Year 11.25% 9.54%
5 Year 10.89% -

Rolling Lumpsum Returns

Scheme Name Kotak Balanced Advantage Fund -Regular Plan - Growth Option LIC MF Balanced Advantage Fund Regular - Growth
1 Year 11.55% 11.28%
3 Year 11.46% 10.43%
5 Year 12.04% -

Risk Management

Scheme Name Kotak Balanced Advantage Fund -Regular Plan - Growth Option LIC MF Balanced Advantage Fund Regular - Growth
Standard Deviation 7.17% 7.77%
Sharp 0.57% 0.33%
Beta - -
Alpha - -

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 35.58 26.3
Large Cap 48.68 47.45
Mid Cap 9.82 11.79
Small Cap 5.92 14.45

Sector Allocation

Scheme Name

Kotak Balanced Advantage Fund -Regular Plan - Growth Option

LIC MF Balanced Advantage Fund Regular - Growth

Others 32.77 24.95
Communication Services 2.87 3.8
Energy 5.37 4.27
Industrials 7.99 9.64
Technology 6.94 11.26
Basic Materials 6.27 6.95
Healthcare 3.67 4.85
Financial Services 17.34 24.39
Consumer Defensive 4.18 2.73
Real Estate 1.56 0.92
Utilities 2.37 2.42
Consumer Cyclical 8.69 3.82

Top Comparisons

Aditya Birla Sun Life Liquid Fund-Institutional (Growth) Aditya Birla Sun Life Liquid Fund-Institutional (Growth)

3Y Returns7.01%

VS

DSP Liquidity Fund - Regular Plan - Growth DSP Liquidity Fund - Regular Plan - Growth

3Y Returns6.98%

Compare Now

ICICI Prudential Exports & Services Fund - Growth ICICI Prudential Exports & Services Fund - Growth

3Y Returns21.26%

VS

Nippon India Quant Fund -Growth Plan - Growth Option Nippon India Quant Fund -Growth Plan - Growth Option

3Y Returns20.72%

Compare Now

WhiteOak Capital Special Opportunities Fund-Reg (G) WhiteOak Capital Special Opportunities Fund-Reg (G)

3Y Returns0%

VS

Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G) Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G)

3Y Returns0%

Compare Now

ICICI Prudential Manufacturing Fund - Growth Option ICICI Prudential Manufacturing Fund - Growth Option

3Y Returns26.33%

VS

Axis Quant Fund - Regular Plan - Growth Axis Quant Fund - Regular Plan - Growth

3Y Returns12.15%

Compare Now
Add to Cart Successfully