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ICICI Prudential Balanced Advantage Fund vs Kotak Balanced Advantage Fund compare
ICICI Prudential Balanced Advantage Fund - Growth
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
Chart Comparison
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 | Very High | Very High |
| Asset Size (Cr) | ₹60347 Cr | ₹16649 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 30 Dec 2006 | 03 Aug 2018 |
| Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 50+50 Moderate Index | NIFTY 50 Hybrid Composite debt 50:50 Index |
| Turn Over | 16% | 285.96% |
| Expense Ratio | 1.48 | 1.66 |
| Manager | Sharmila D'mello | Harsha Upadhyaya |
| ISIN Code | INF109K01BH2 | INF174KA1186 |
| Exits Load | ICICI Prudential Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Kotak Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -1.2% | -1.98% |
| 6 Month | -4% | -5.89% |
| 1 Year | 5.8% | 5.74% |
| 3 Year | 11.7% | 10.15% |
| 5 Year | 13.99% | 12.15% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -2.62% | -5.13% |
| 1 Year | -2.18% | -5.86% |
| 3 Year | 10.39% | 8.72% |
| 5 Year | 11.85% | 9.85% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 11.12% | 12.38% |
| 3 Year | 11.79% | 11.42% |
| 5 Year | 12.39% | 11.8% |
Risk Management
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 4.42% | 7.209% |
| Sharp | 0.8% | 0.403% |
| Beta | 0.68% | - |
| Alpha | 2.59% | - |
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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 | 46.97528 | 33.81957 |
| Large Cap | 59.86394 | 50.17703 |
| Mid Cap | 5.82503 | 10.11317 |
| Small Cap | 1.00085 | 5.89019 |
Sector Allocation
| Scheme Name |
ICICI Prudential Balanced Advantage Fund - Growth |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
|---|---|---|
| Others | 46.78899 | 32.98628 |
| Energy | 3.89721 | 4.48556 |
| Industrials | 5.37436 | 8.30326 |
| Technology | 6.61587 | 9.80041 |
| Consumer Cyclical | 14.24982 | 8.02785 |
| Basic Materials | 4.8819 | 6.39774 |
| Financial Services | 19.4754 | 15.0358 |
| Consumer Defensive | 5.14766 | 4.47754 |
| Healthcare | 2.81698 | 3.71689 |
| Real Estate | 0.09051 | 1.73794 |
| Communication Services | 2.32951 | 2.41823 |
| Utilities | 1.99689 | 2.61246 |
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