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LIC MF Balanced Advantage Fund Regular vs Kotak Balanced Advantage Fund compare
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
LIC MF Balanced Advantage Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| Fund | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | LIC MF Balanced Advantage Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹16649 Cr | ₹791 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹500 |
| Launch Date | 03 Aug 2018 | 12 Nov 2021 |
| 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 | 1.66 | 2.28 |
| Manager | Harsha Upadhyaya | Yogesh Patil |
| ISIN Code | INF174KA1186 | INF767K01QV6 |
| Exits Load | Kotak Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | LIC MF Balanced Advantage Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| 1 Month | 3.93% | 4.85% |
| 6 Month | -5.44% | -3.05% |
| 1 Year | 7.12% | 7.83% |
| 3 Year | 9.93% | 9.01% |
| 5 Year | 16.32% | - |
SIP Return Analysis
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| 6 Month | -1.58% | -0.07% |
| 1 Year | -0.21% | 2.82% |
| 3 Year | 10.86% | 10.16% |
| 5 Year | 11.02% | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| 1 Year | 12.38% | 12.72% |
| 3 Year | 11.42% | 9.89% |
| 5 Year | 11.8% | - |
Risk Management
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 7.209% | 7.461% |
| Sharp | 0.403% | 0.22% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| Name | Harsha Upadhyaya | Yogesh Patil |
| Total AUM | ₹139411 Cr | ₹5898 Cr |
| Funds Managed | 11 | 7 |
| Kotak Balanced Advantage Fund -Regular Plan - Growth Option | LIC MF Balanced Advantage Fund Regular - Growth |
Market Cap
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| Others | 33.82 | 27.03 |
| Large Cap | 50.18 | 47.48 |
| Mid Cap | 10.11 | 11.15 |
| Small Cap | 5.89 | 14.34 |
Sector Allocation
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| Others | 32.99 | 25.56 |
| Communication Services | 2.42 | 2.51 |
| Energy | 4.49 | 5.03 |
| Industrials | 8.3 | 11.21 |
| Technology | 9.8 | 7.92 |
| Healthcare | 3.72 | 5.26 |
| Financial Services | 15.04 | 21.93 |
| Consumer Defensive | 4.48 | 3.37 |
| Basic Materials | 6.4 | 7.5 |
| Real Estate | 1.74 | - |
| Utilities | 2.61 | 2.83 |
| Consumer Cyclical | 8.03 | 6.88 |
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