Kotak Balanced Advantage Fund vs ITI Balanced Advantage Fund Regular compare

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tortoise-icon ITI Balanced Advantage Fund Regular - Growth

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tortoise-icon 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 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

Trailing Lumpsum Returns

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%

SIP Return Analysis

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%

Rolling Lumpsum Returns

Scheme Name ITI Balanced Advantage Fund Regular - Growth Kotak Balanced Advantage Fund -Regular Plan - Growth Option
1 Year 13.18% 11.89%
3 Year 10.39% 11.49%
5 Year - 11.72%

Risk Management

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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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 37.92 38.48
Large Cap 53.68 33.63
Mid Cap 3.99 6.83
Small Cap 4.42 1.77

Sector Allocation

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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