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

Kotak Balanced Advantage Fund -Regular Plan - Growth Option

Invest Now

LIC MF Balanced Advantage Fund Regular - Growth

Invest Now

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)	₹16752 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	1.65	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	1.92%	2.12%
6 Month	4.83%	5.34%
1 Year	15.23%	12.32%
3 Year	11.47%	10.43%
5 Year	12.11%	-

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	LIC MF Balanced Advantage Fund Regular - Growth
6 Month	-	-
1 Year	12.55%	11.53%
3 Year	14.4%	12.42%
5 Year	13.5%	-

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	LIC MF Balanced Advantage Fund Regular - Growth
1 Year	12.19%	12.59%
3 Year	11.44%	-
5 Year	11.76%	-

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%	-

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	38.48	2.87
Large Cap	33.63	57.38
Small Cap	1.77	10.68
Mid Cap	6.83	6.09

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	LIC MF Balanced Advantage Fund Regular - Growth
Others	22.67	2.87
Consumer Staples	3.11	-
Metals & Mining	2.47	-
Services	1.25	-
Healthcare	1.44	-
Energy	4.3	-
Financial	18.22	-
Materials	0.41	-
Automobile	3.32	-
Communication	0.49	-
Sovereign	15.91	-
Technology	2.34	-
Construction	2.02	1.21
Chemicals	0.83	-
Capital Goods	1.46	-
Consumer Discretionary	0.47	-
Petroleum Products	-	4.32
IT - Software	-	11.58
Finance	-	2.98
Diversified FMCG	-	3.52
Non - Ferrous Metals	-	0.77
Banks	-	23.39
Pharmaceuticals & Biotechnology	-	3.12
Industrial Products	-	5.23
Cement & Cement Products	-	1.36
Chemicals & Petrochemicals	-	1.8
Automobiles	-	5.49
Media	-	0.87
Personal Products	-	0.51
Telecom - Services	-	0.53
Agricultural Food & other Products	-	0.94
Food Products	-	0.19
Power	-	2.53
Electrical Equipment	-	0.29
Aerospace & Defense	-	1.24
Auto Components	-	0.62
Minerals & Mining	-	0.5
Beverages	-	0.36
Industrial Manufacturing	-	0.71
Insurance	-	0.09