ITI Balanced Advantage Fund Regular vs Kotak Balanced Advantage Fund compare

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ITI Balanced Advantage Fund Regular - Growth

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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	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 Risk	Very High Risk
Asset Size (Cr)	₹378 Cr	₹16649 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	30 Dec 2019	03 Aug 2018
Category	Dynamic Asset Allocation	Dynamic Asset Allocation
Fund Type	Open Ended	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	2.37	1.66
Manager	Vikrant Mehta	Harsha Upadhyaya
ISIN Code	INF00XX01655	INF174KA1186
Exits Load	ITI Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 90 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

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Kotak Balanced Advantage Fund -Regular Plan - Growth Option
1 Month	-0.63%	-2%
6 Month	-3.19%	-3.9%
1 Year	3.03%	7.4%
3 Year	7.95%	9.87%
5 Year	5.84%	10.72%

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Kotak Balanced Advantage Fund -Regular Plan - Growth Option
6 Month	-	-
1 Year	-2.23%	-0.97%
3 Year	10.13%	10%
5 Year	10%	10.88%

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Kotak Balanced Advantage Fund -Regular Plan - Growth Option
1 Year	13.49%	12.38%
3 Year	10.1%	11.42%
5 Year	6.27%	11.8%

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Kotak Balanced Advantage Fund -Regular Plan - Growth Option
Standard Deviation	7.494%	6.467%
Sharp	0.221%	0.654%
Beta	-	-
Alpha	-	-

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Scheme 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	15.23	30.7
Large Cap	58.44	40.06
Small Cap	3.87	6.46
Mid Cap	3.53	9.49

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Kotak Balanced Advantage Fund -Regular Plan - Growth Option
Others	15.23	30.22
Telecom - Services	3.76	1.97
Petroleum Products	4.6	3.08
Electrical Equipment	2.78	0.74
IT - Software	7.25	8.36
Construction	1.38	1.93
Non - Ferrous Metals	0.83	0.39
Banks	14.36	9.74
Pharmaceuticals & Biotechnology	2.75	1.15
Ferrous Metals	0.81	0.04
Automobiles	2.06	2.94
Insurance	4.66	0.93
Diversified FMCG	2.36	2.75
Agricultural Food & other Products	0.46	-
Realty	0.35	2.06
Consumer Durables	1.86	0.82
Industrial Products	3.33	1.54
Finance	0.97	1.78
Financial Technology (Fintech)	1.35	0.71
Metals & Minerals Trading	1	-0.01
Healthcare Services	0.53	1.19
Cement & Cement Products	0.99	0.8
Power	4.45	1.67
Retailing	1.86	1.38
Capital Markets	1.09	0.09
Cement and Cement Products	-	0.1
Personal Products	-	0.52
Transport Services	-	1.31
Gas	-	0.79
Fertilizers & Agrochemicals	-	1.05
Diversified Metals	-	-0.01
Agricultural, Commercial & Construction Vehicles	-	0.2
Oil	-	0.39
Aerospace & Defense	-	0.52
Auto Components	-	2.97
Chemicals & Petrochemicals	-	0.77
Consumable Fuels	-	0.19
Pharmaceuticals and Biotechnology	-	0.43
Transport Infrastructure	-	-0.01
Leisure Services	-	0.05
Beverages	-	0.85
Industrial Manufacturing	-	0.32