LIC MF Balanced Advantage Fund Regular vs Kotak Balanced Advantage Fund compare

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tortoise-icon Kotak Balanced Advantage Fund -Regular Plan - Growth Option

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tortoise-icon LIC MF Balanced Advantage Fund Regular - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹16986 Cr ₹882 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹500
Launch Date 05 Jul 2018 05 Nov 2021
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 1.65 2.21
Manager Harsha Upadhyaya Yogesh Patil
ISIN Code INF174KA1186 INF767K01QV6
Exits Load Exit load for units in excess of 8% of the investment,1% will be charged for redemption within 365 days/365 Exit load for units in excess of 12% of the investment,1% will be charged for redemption within 3 months./365

Trailing Lumpsum Returns

Scheme Name Kotak Balanced Advantage Fund -Regular Plan - Growth Option LIC MF Balanced Advantage Fund Regular - Growth
1 Month 1.11% 0.96%
6 Month 12.82% 11.25%
1 Year 22.94% 18.25%
3 Year 12.21% -
5 Year 13.62% -

SIP Return Analysis

Scheme Name Kotak Balanced Advantage Fund -Regular Plan - Growth Option LIC MF Balanced Advantage Fund Regular - Growth
6 Month - -
1 Year 9.53% 7.1%
3 Year 22.25% 16.77%
5 Year 38.84% 16.77%

Rolling Lumpsum Returns

Scheme Name Kotak Balanced Advantage Fund -Regular Plan - Growth Option LIC MF Balanced Advantage Fund Regular - Growth
1 Year 11.89% 12.24%
3 Year 11.49% -
5 Year 11.72% -

Risk Management

Scheme Name Kotak Balanced Advantage Fund -Regular Plan - Growth Option LIC MF Balanced Advantage Fund Regular - Growth
Standard Deviation 5.45% 7.41%
Sharp 0.94% -
Beta 0.76% -
Alpha 2.13% -

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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
Fund Manage 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 38.48 27.71
Large Cap 33.63 64.35
Small Cap 1.77 3.41
Mid Cap 6.83 4.48

Sector Allocation

Scheme Name

Kotak Balanced Advantage Fund -Regular Plan - Growth Option

LIC MF Balanced Advantage Fund Regular - Growth

Others 22.67 34.34
Consumer Staples 3.11 5.98
Metals & Mining 2.47 0.78
Services 1.25 2.22
Healthcare 1.44 2.31
Energy 4.3 7.29
Financial 18.22 24.78
Materials 0.41 2.48
Automobile 3.32 1.79
Communication 0.49 -
Sovereign 15.91 10.11
Technology 2.34 5.42
Construction 2.02 0.03
Chemicals 0.83 -
Capital Goods 1.46 1.56
Consumer Discretionary 0.47 -
Diversified - 0.27
Insurance - 0.59

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