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

Link copied to clipboard!

Kotak Balanced Advantage Fund -Regular Plan - Growth Option

Invest Now

LIC MF Balanced Advantage Fund Regular - Growth

Invest Now

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 Risk	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

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	LIC MF Balanced Advantage Fund Regular - Growth
1 Month	-2%	-2.36%
6 Month	-3.9%	-2.69%
1 Year	7.4%	7.01%
3 Year	9.87%	8.65%
5 Year	10.72%	-

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	LIC MF Balanced Advantage Fund Regular - Growth
6 Month	-	-
1 Year	-0.18%	0.37%
3 Year	10.18%	8.63%
5 Year	10.86%	-

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%	-

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	LIC MF Balanced Advantage Fund Regular - Growth
Standard Deviation	6.467%	6.758%
Sharp	0.654%	0.447%
Beta	-	-
Alpha	-	-

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

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

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	LIC MF Balanced Advantage Fund Regular - Growth
Others	30.7	2.87
Large Cap	40.06	57.38
Mid Cap	9.49	6.09
Small Cap	6.46	10.68

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	LIC MF Balanced Advantage Fund Regular - Growth
Others	30.22	2.87
Cement and Cement Products	0.1	-
Telecom - Services	1.97	0.53
Petroleum Products	3.08	4.32
Industrial Products	1.54	5.23
IT - Software	8.36	11.58
Pharmaceuticals & Biotechnology	1.15	3.12
Construction	1.93	1.21
Banks	9.74	23.39
Diversified FMCG	2.75	3.52
Non - Ferrous Metals	0.39	0.77
Cement & Cement Products	0.8	1.36
Ferrous Metals	0.04	-
Realty	2.06	-
Healthcare Services	1.19	-
Power	1.67	2.53
Automobiles	2.94	5.49
Personal Products	0.52	0.51
Transport Services	1.31	-
Finance	1.78	2.98
Gas	0.79	-
Fertilizers & Agrochemicals	1.05	-
Consumer Durables	0.82	-
Electrical Equipment	0.74	0.29
Diversified Metals	-0.01	-
Agricultural, Commercial & Construction Vehicles	0.2	-
Oil	0.39	-
Aerospace & Defense	0.52	1.24
Auto Components	2.97	0.62
Chemicals & Petrochemicals	0.77	1.8
Retailing	1.38	-
Financial Technology (Fintech)	0.71	-
Metals & Minerals Trading	-0.01	-
Consumable Fuels	0.19	-
Capital Markets	0.09	-
Pharmaceuticals and Biotechnology	0.43	-
Transport Infrastructure	-0.01	-
Insurance	0.93	0.09
Leisure Services	0.05	-
Beverages	0.85	0.36
Industrial Manufacturing	0.32	0.71
Media	-	0.87
Agricultural Food & other Products	-	0.94
Food Products	-	0.19
Minerals & Mining	-	0.5