Kotak Balanced Advantage Fund vs ITI Balanced Advantage Fund Regular compare
ITI Balanced Advantage Fund Regular - Growth
Invest NowKotak Balanced Advantage Fund -Regular Plan - Growth Option
Invest NowChart 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 | ₹16986 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 | -0.2% | -0.75% |
6 Month | 4.32% | 6.19% |
1 Year | 19.66% | 18.65% |
3 Year | 9.01% | 10.87% |
5 Year | - | 12.12% |
Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | - | - |
3 Year | - | - |
5 Year | - | - |
Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
---|---|---|
1 Year | 13.31% | 12.19% |
3 Year | 10.37% | 11.44% |
5 Year | - | 11.76% |
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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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 |
Mid Cap | 3.99 | 6.83 |
Small Cap | 4.42 | 1.77 |
Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
---|---|---|
Others | 17.11 | 22.67 |
Financial | 32.89 | 18.22 |
Communication | 6.98 | 0.49 |
Capital Goods | 1.93 | 1.46 |
Services | 8.43 | 1.25 |
Consumer Staples | 0.53 | 3.11 |
Construction | 1.48 | 2.02 |
Automobile | 0 | 3.32 |
Energy | 8.06 | 4.3 |
Consumer Discretionary | 3.02 | 0.47 |
Metals & Mining | 1.15 | 2.47 |
Technology | 4.34 | 2.34 |
Sovereign | 4.24 | 15.91 |
Healthcare | 6.01 | 1.44 |
Materials | 0.51 | 0.41 |
Insurance | 3.33 | - |
Chemicals | - | 0.83 |
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