ITI Balanced Advantage Fund Regular vs Kotak Balanced Advantage Fund compare
ITI Balanced Advantage Fund Regular - Growth
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
Chart Comparison
Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
---|---|---|
Fund | ITI Balanced Advantage Fund Regular - Growth | Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹369 Cr | ₹16348 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 31 Dec 2019 | 05 Jul 2018 |
Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
Fund Type | 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 | 2.36 | 1.65 |
Manager | Vikrant Mehta | Harsha Upadhyaya |
ISIN Code | INF00XX01655 | INF174KA1186 |
Exits Load | Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 3 months./365 | Exit load for units in excess of 8% of the investment,1% will be charged for redemption within 365 days/365 |
Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
---|---|---|
1 Month | 0.64% | 1.11% |
6 Month | 7.83% | 12.82% |
1 Year | 25.95% | 22.94% |
3 Year | 12.18% | 12.21% |
5 Year | - | 13.62% |
Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | 8.19% | 9.53% |
3 Year | 19.99% | 22.25% |
5 Year | 29.14% | 38.84% |
Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
---|---|---|
1 Year | 11.04% | 12.91% |
3 Year | 26.26% | 30.76% |
5 Year | 33.52% | 41.99% |
Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 7.14% | 5.45% |
Sharp | 0.66% | 0.94% |
Beta | 0.76% | 0.76% |
Alpha | 1.36% | 2.13% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts GuidanceScheme Name | ITI Balanced Advantage Fund Regular - Growth | Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
---|---|---|
Name | Vikrant Mehta | Harsha Upadhyaya |
Total AUM | ₹698 Cr | ₹139411 Cr |
Fund Manage | 8 | 11 |
ITI Balanced Advantage Fund Regular - Growth | Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
---|---|---|
Others | 37.92 | 38.48 |
Large Cap | 53.68 | 33.63 |
Small Cap | 4.42 | 1.77 |
Mid Cap | 3.99 | 6.83 |
Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
---|---|---|
Others | 17.11 | 22.67 |
Energy | 8.06 | 4.3 |
Financial | 32.89 | 18.22 |
Sovereign | 4.24 | 15.91 |
Services | 8.43 | 1.25 |
Technology | 4.34 | 2.34 |
Communication | 6.98 | 0.49 |
Healthcare | 6.01 | 1.44 |
Consumer Discretionary | 3.02 | 0.47 |
Capital Goods | 1.93 | 1.46 |
Insurance | 3.33 | - |
Construction | 1.48 | 2.02 |
Metals & Mining | 1.15 | 2.47 |
Automobile | 0 | 3.32 |
Consumer Staples | 0.53 | 3.11 |
Materials | 0.51 | 0.41 |
Chemicals | - | 0.83 |
Top Comparisons
ICICI Prudential Bluechip Fund - Growth
3Y Returns19.46%
Sundaram Large Cap Fund Regular Plan - Growth
3Y Returns14.74%
Kotak Bond Short Term Plan-(Growth)
3Y Returns5.23%
HDFC Short Term Debt Fund - Growth Option
3Y Returns5.81%
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option
3Y Returns19.62%
Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth
3Y Returns18.06%
Tata Overnight Fund-Regular Plan-Growth
3Y Returns5.53%
Baroda BNP Paribas Overnight Fund - Regular Plan - Growth
3Y Returns5.58%