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 | ₹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 |
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -2.66% | 1.11% |
| 6 Month | 6.85% | 12.82% |
| 1 Year | 21.03% | 22.94% |
| 3 Year | 12.25% | 12.21% |
| 5 Year | 13.16% | 13.62% |
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 5.69% | - |
| 1 Year | 11.33% | 9.53% |
| 3 Year | 28.39% | 22.25% |
| 5 Year | 48.8% | 38.84% |
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 11.04% | 11.89% |
| 3 Year | 11.78% | 11.49% |
| 5 Year | 12.32% | 11.72% |
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 4.42% | 5.45% |
| Sharp | 1.33% | 0.94% |
| Beta | 0.12% | 0.76% |
| Alpha | 5.32% | 2.13% |
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| 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 |
| 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 |
| 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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