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
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 | ₹16348 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 |
Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
---|---|---|
1 Month | 2.5% | 1.11% |
6 Month | 9.91% | 12.82% |
1 Year | 22.49% | 22.94% |
3 Year | 13.65% | 12.21% |
5 Year | 14.87% | 13.62% |
Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | 9.74% | 9.53% |
3 Year | 24.56% | 22.25% |
5 Year | 44.49% | 38.84% |
Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
---|---|---|
1 Year | 14.04% | 12.91% |
3 Year | 34.6% | 30.76% |
5 Year | 46.27% | 41.99% |
Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 4.42% | 5.45% |
Sharp | 1.46% | 0.94% |
Beta | 0.59% | 0.76% |
Alpha | 4.31% | 2.13% |
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Get Free Experts GuidanceScheme 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 |
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 |
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 |
Automobile | 10.24 | 3.32 |
Sovereign | 12.61 | 15.91 |
Technology | 4.16 | 2.34 |
Consumer Staples | 3.44 | 3.11 |
Construction | 2.71 | 2.02 |
Energy | 4.88 | 4.3 |
Communication | 2.98 | 0.49 |
Healthcare | 2.52 | 1.44 |
Materials | 1.78 | 0.41 |
Metals & Mining | 0.4 | 2.47 |
Chemicals | 1.24 | 0.83 |
Consumer Discretionary | 0.71 | 0.47 |
Capital Goods | 0.8 | 1.46 |
Services | 0.29 | 1.25 |
Insurance | 0.12 | - |
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