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

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Kotak Balanced Advantage Fund -Regular Plan - Growth Option

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LIC MF Balanced Advantage Fund Regular - Growth

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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)	₹17852 Cr	₹742 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

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	LIC MF Balanced Advantage Fund Regular - Growth
1 Month	-2.21%	-2.27%
6 Month	-0.43%	-3.64%
1 Year	6.6%	2.38%
3 Year	11.08%	8.63%
5 Year	9.74%	-

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	LIC MF Balanced Advantage Fund Regular - Growth
6 Month	0.3%	-1.1%
1 Year	6.05%	0.8%
3 Year	9.22%	6.59%
5 Year	9.89%	-

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	LIC MF Balanced Advantage Fund Regular - Growth
1 Year	10.82%	10.05%
3 Year	11.57%	9.88%
5 Year	11.9%	-

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	LIC MF Balanced Advantage Fund Regular - Growth
Standard Deviation	5.45%	7.41%
Sharp	0.85%	0.48%
Beta	1.01%	1.08%
Alpha	0.68%	-2.02%

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

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	LIC MF Balanced Advantage Fund Regular - Growth
Others	34.92	27.05
Large Cap	47.97	49.12
Mid Cap	11.03	10.41
Small Cap	6.08	13.42

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	LIC MF Balanced Advantage Fund Regular - Growth
Others	29.49	25.9
Communication Services	3.13	2.61
Energy	5.71	3.93
Industrials	7.95	7.31
Technology	8.36	9.51
Basic Materials	6.56	7.99
Healthcare	3.24	3.67
Financial Services	18.27	27.41
Consumer Defensive	3.37	4.6
Consumer Cyclical	9.09	3.04
Real Estate	2.55	0.84
Utilities	2.28	3.17