Kotak Balanced Advantage Fund vs ICICI Prudential 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 | -2.58% | -2.77% |
| 6 Month | 5.16% | 6.03% |
| 1 Year | 17% | 17.57% |
| 3 Year | 11.53% | 10.25% |
| 5 Year | 12.78% | 11.79% |
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 5.69% | - |
| 1 Year | 13% | 15% |
| 3 Year | 14.89% | 14.6% |
| 5 Year | 14.67% | 13.53% |
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 11.04% | 12.19% |
| 3 Year | 11.77% | 11.44% |
| 5 Year | 12.33% | 11.76% |
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 4.42% | 5.45% |
| Sharp | 1.02% | 0.94% |
| Beta | 0.65% | 0.76% |
| Alpha | 3.72% | 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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