ICICI Prudential Balanced Advantage Fund vs Kotak Balanced Advantage Fund compare

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tortoise-icon ICICI Prudential Balanced Advantage Fund - Growth

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

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Chart Comparison

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

Overview

Scheme Name ICICI Prudential Balanced Advantage Fund - Growth Kotak Balanced Advantage Fund -Regular Plan - Growth Option
Fund ICICI Prudential Balanced Advantage Fund - Growth Kotak Balanced Advantage Fund -Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk High Very High
Asset Size (Cr) ₹58543 Cr ₹16986 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 01 Dec 2006 05 Jul 2018
Category Dynamic Asset Allocation Dynamic Asset Allocation
Fund Type Open Ended
Benchmark CRISIL Hybrid 50+50 Moderate TRI NIFTY 50 Hybrid Composite debt 50:50 Index
Turn Over 16% 285.96%
Expense Ratio 1.47 1.65
Manager Sharmila D'mello Harsha Upadhyaya
ISIN Code INF109K01BH2 INF174KA1186
Exits Load Exit Load for units in excess of 30% of the investment,1% will be charged for redemption within 1 year./365 Exit load for units in excess of 8% of the investment,1% will be charged for redemption within 365 days/365

Trailing Lumpsum Returns

Scheme Name ICICI Prudential Balanced Advantage Fund - Growth Kotak Balanced Advantage Fund -Regular Plan - Growth Option
1 Month -2% -1.33%
6 Month 5.76% 7.23%
1 Year 17.53% 18.71%
3 Year 11.72% 10.65%
5 Year 12.95% 12.06%

SIP Return Analysis

Scheme Name ICICI Prudential Balanced Advantage Fund - Growth Kotak Balanced Advantage Fund -Regular Plan - Growth Option
6 Month 5.69% -
1 Year 8.96% -
3 Year 14.02% -
5 Year 14.2% -

Rolling Lumpsum Returns

Scheme Name ICICI Prudential Balanced Advantage Fund - Growth Kotak Balanced Advantage Fund -Regular Plan - Growth Option
1 Year 11.04% 12.19%
3 Year 11.77% 11.44%
5 Year 12.33% 11.76%

Risk Management

Scheme Name ICICI Prudential Balanced Advantage Fund - Growth Kotak Balanced Advantage Fund -Regular Plan - Growth Option
Standard Deviation 4.42% 5.45%
Sharp 1.02% 0.94%
Beta 0.65% 0.76%
Alpha 3.72% 2.13%

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Fund Managers

Scheme Name ICICI Prudential Balanced Advantage Fund - Growth Kotak Balanced Advantage Fund -Regular Plan - Growth Option
Name Sharmila D'mello Harsha Upadhyaya
Total AUM ₹354743 Cr ₹139411 Cr
Fund Manage 35 11
ICICI Prudential Balanced Advantage Fund - Growth Kotak Balanced Advantage Fund -Regular Plan - Growth Option

Market Cap

Scheme Name

ICICI Prudential Balanced Advantage Fund - Growth

Kotak Balanced Advantage Fund -Regular Plan - Growth Option

Others 20.3 38.48
Large Cap 53.94 33.63
Mid Cap 4.87 6.83
Small Cap 0.42 1.77

Sector Allocation

Scheme Name

ICICI Prudential Balanced Advantage Fund - Growth

Kotak Balanced Advantage Fund -Regular Plan - Growth Option

Others 17.86 22.67
Financial 12.79 18.22
Healthcare 2.52 1.44
Services 0.29 1.25
Energy 4.88 4.3
Consumer Staples 3.44 3.11
Automobile 10.24 3.32
Construction 2.71 2.02
Materials 1.78 0.41
Technology 4.16 2.34
Consumer Discretionary 0.71 0.47
Metals & Mining 0.4 2.47
Communication 2.98 0.49
Sovereign 12.61 15.91
Capital Goods 0.8 1.46
Insurance 0.12 -
Chemicals 1.24 0.83

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