Kotak Balanced Advantage Fund vs ICICI Prudential Balanced Advantage Fund compare

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ICICI Prudential Balanced Advantage Fund - 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	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	Very High	Very High
Asset Size (Cr)	₹60347 Cr	₹16649 Cr
Min Investment	₹500	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹100	₹100
Launch Date	30 Dec 2006	03 Aug 2018
Category	Dynamic Asset Allocation	Dynamic Asset Allocation
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Hybrid 50+50 Moderate Index	NIFTY 50 Hybrid Composite debt 50:50 Index
Turn Over	16%	285.96%
Expense Ratio	1.48	1.66
Manager	Sharmila D'mello	Harsha Upadhyaya
ISIN Code	INF109K01BH2	INF174KA1186
Exits Load	ICICI Prudential Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 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	ICICI Prudential Balanced Advantage Fund - Growth	Kotak Balanced Advantage Fund -Regular Plan - Growth Option
1 Month	2.88%	3.93%
6 Month	-3.36%	-5.44%
1 Year	6.79%	7.12%
3 Year	11.48%	9.93%
5 Year	18.36%	16.32%

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	Kotak Balanced Advantage Fund -Regular Plan - Growth Option
6 Month	0.2%	-1.58%
1 Year	2.25%	-0.21%
3 Year	11.86%	10.86%
5 Year	12.65%	11.02%

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	Kotak Balanced Advantage Fund -Regular Plan - Growth Option
1 Year	11.05%	12.38%
3 Year	11.77%	11.42%
5 Year	12.39%	11.8%

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	Kotak Balanced Advantage Fund -Regular Plan - Growth Option
Standard Deviation	4.42%	7.209%
Sharp	0.8%	0.403%
Beta	0.68%	-
Alpha	2.59%	-

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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
Funds Managed	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	46.98	33.82
Large Cap	59.86	50.18
Mid Cap	5.83	10.11
Small Cap	1	5.89

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	Kotak Balanced Advantage Fund -Regular Plan - Growth Option
Others	46.79	32.99
Energy	3.9	4.49
Industrials	5.37	8.3
Technology	6.62	9.8
Consumer Cyclical	14.25	8.03
Basic Materials	4.88	6.4
Financial Services	19.48	15.04
Consumer Defensive	5.15	4.48
Healthcare	2.82	3.72
Real Estate	0.09	1.74
Communication Services	2.33	2.42
Utilities	2	2.61