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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) | ₹17475 Cr | ₹804 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 | 1.9% | 1.59% |
| 6 Month | 4.99% | 3.81% |
| 1 Year | 6.59% | 5.24% |
| 3 Year | 12.12% | 10.02% |
| 5 Year | 12.06% | - |
SIP Return Analysis
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| 6 Month | 2.33% | 1.09% |
| 1 Year | 10.04% | 7.33% |
| 3 Year | 11.28% | 9.33% |
| 5 Year | 10.95% | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| 1 Year | 11.32% | 10.92% |
| 3 Year | 11.45% | 10.18% |
| 5 Year | 12.01% | - |
Risk Management
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 7.06% | 7.57% |
| Sharp | 0.72% | 0.43% |
| Beta | 0.98% | 1.04% |
| Alpha | 0.07% | -2.02% |
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 | 35.3 | 25.61 |
| Large Cap | 48.26 | 48.97 |
| Mid Cap | 9.82 | 11.07 |
| Small Cap | 6.62 | 14.34 |
Sector Allocation
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| Others | 32.34 | 24.34 |
| Communication Services | 2.84 | 3.77 |
| Energy | 5.46 | 4.12 |
| Industrials | 8.01 | 9.23 |
| Technology | 6.46 | 10.05 |
| Basic Materials | 6.39 | 7.33 |
| Healthcare | 3.63 | 4.62 |
| Financial Services | 18.35 | 25.4 |
| Consumer Defensive | 3.59 | 3.21 |
| Consumer Cyclical | 8.85 | 4.01 |
| Real Estate | 1.57 | 1.19 |
| Utilities | 2.52 | 2.74 |
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