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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) | ₹17537 Cr | ₹828 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 | -1.37% | -2.46% |
| 6 Month | 9.14% | 7.89% |
| 1 Year | 1.34% | 1.38% |
| 3 Year | 11.3% | 9.62% |
| 5 Year | 11.52% | - |
SIP Return Analysis
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| 6 Month | 1.39% | -0.22% |
| 1 Year | 5.74% | 3.56% |
| 3 Year | 11.36% | 9.54% |
| 5 Year | 11.05% | - |
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 | 7.10% | 7.58% |
| Sharp | 0.78% | 0.52% |
| 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 | 34.78 | 25.71 |
| Large Cap | 49.02 | 46.53 |
| Mid Cap | 10.37 | 12.02 |
| Small Cap | 5.84 | 15.73 |
Sector Allocation
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| Others | 31.98 | 24.18 |
| Communication Services | 2.91 | 2.58 |
| Energy | 5.48 | 4.27 |
| Industrials | 8.66 | 10.32 |
| Technology | 6.74 | 10.94 |
| Basic Materials | 6.56 | 6.8 |
| Healthcare | 3.69 | 5.71 |
| Financial Services | 17.72 | 25.24 |
| Consumer Defensive | 4.03 | 2.69 |
| Real Estate | 1.6 | 0.95 |
| Utilities | 2.45 | 2.11 |
| Consumer Cyclical | 8.18 | 4.21 |
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