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Kotak Balanced Advantage Fund vs ITI Balanced Advantage Fund Regular compare
ITI Balanced Advantage Fund Regular - Growth
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
Chart Comparison
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 | Very High |
| 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 |
Trailing Lumpsum Returns
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -1.39% | -1.98% |
| 6 Month | -4.66% | -5.89% |
| 1 Year | 1.37% | 5.74% |
| 3 Year | 8.48% | 10.15% |
| 5 Year | 7.74% | 12.15% |
SIP Return Analysis
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -4.67% | -5.13% |
| 1 Year | -6.07% | -5.86% |
| 3 Year | 8.94% | 8.72% |
| 5 Year | 9.05% | 9.85% |
Rolling Lumpsum Returns
| 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% |
Risk Management
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 7.494% | 7.209% |
| Sharp | 0.221% | 0.403% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| 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 |
Market Cap
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
|---|---|---|
| Others | 35.81934 | 33.81957 |
| Large Cap | 54.60246 | 50.17703 |
| Mid Cap | 4.68293 | 10.11317 |
| Small Cap | 4.89526 | 5.89019 |
Sector Allocation
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
|---|---|---|
| Others | 34.86709 | 32.98628 |
| Communication Services | 3.81497 | 2.41823 |
| Energy | 5.19119 | 4.48556 |
| Industrials | 4.18504 | 8.30326 |
| Technology | 8.85642 | 9.80041 |
| Basic Materials | 4.99277 | 6.39774 |
| Financial Services | 23.68751 | 15.0358 |
| Healthcare | 3.621 | 3.71689 |
| Consumer Cyclical | 5.95565 | 8.02785 |
| Consumer Defensive | 2.65074 | 4.47754 |
| Real Estate | 0.32495 | 1.73794 |
| Utilities | 1.85266 | 2.61246 |
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