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) | ₹16649 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 | 1.66 | 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 | 2.85% | 1.49% |
6 Month | 1.12% | 1.42% |
1 Year | 9.98% | 9.48% |
3 Year | 11.81% | 10.41% |
5 Year | 14.34% | - |
SIP Return Analysis
Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | LIC MF Balanced Advantage Fund Regular - Growth |
---|---|---|
6 Month | 2.11% | 2.2% |
1 Year | 3.39% | 4.71% |
3 Year | 11.94% | 10.72% |
5 Year | 11.48% | - |
Rolling Lumpsum Returns
Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | LIC MF Balanced Advantage Fund Regular - Growth |
---|---|---|
1 Year | 12.38% | 12.72% |
3 Year | 11.42% | 9.89% |
5 Year | 11.8% | - |
Risk Management
Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | LIC MF Balanced Advantage Fund Regular - Growth |
---|---|---|
Standard Deviation | 7.209% | 7.461% |
Sharp | 0.403% | 0.22% |
Beta | - | - |
Alpha | - | - |
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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 | 33.82 | 27.03 |
Large Cap | 50.18 | 47.48 |
Mid Cap | 10.11 | 11.15 |
Small Cap | 5.89 | 14.34 |
Sector Allocation
Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
LIC MF Balanced Advantage Fund Regular - Growth |
---|---|---|
Others | 32.99 | 25.56 |
Communication Services | 2.42 | 2.51 |
Energy | 4.49 | 5.03 |
Industrials | 8.3 | 11.21 |
Technology | 9.8 | 7.92 |
Healthcare | 3.72 | 5.26 |
Financial Services | 15.04 | 21.93 |
Consumer Defensive | 4.48 | 3.37 |
Basic Materials | 6.4 | 7.5 |
Real Estate | 1.74 | - |
Utilities | 2.61 | 2.83 |
Consumer Cyclical | 8.03 | 6.88 |
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