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% |
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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 | 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 |
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