ICICI Pru ELSS Tax Saver Fund - Direct (G) vs Kotak Balanced Advantage Fund - Direct (G)

ICICI Pru ELSS Tax Saver Fund - Direct (G) vs Kotak Balanced Advantage Fund - Direct (G)

stock1

ICICI Pru ELSS Tax Saver Fund - Direct (G)

9.34%

stock2

Kotak Balanced Advantage Fund - Direct (G)

9.2%

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About Fund

HDFC Bank Limited

Computer Age Management Services Pvt. Ltd.

Deutsche Bank, AG Standard Chartered Bank

Computer Age Management Services (P) Ltd.

Very High Risk

500

14363.91

0.5

1019.04

January 1, 2013

0

Very High Risk

100

17342.95

2.02

22.147

July 13, 2018

0

24.02 %

21.94 %

9.34 %

15.72 %

16.03 %

9.2 %

Chintan Haria

M.Com., A.C.A., Grad C.W.A.

He brings an Experience of 4 years as Equity Dealer to ICICI Prudentaial Mutual fund .

George Heber Joseph

B.Com., B.A.(Eng. Lit), CA., and ICWA

May 2011 - April 2015: Fund Manager - Portfolio Management Services at ICICI Pru AMC. March 2008 - May 2011: Investments Dept., Mutual fund Business at ICICI Pru AMC. May 2007 - Feb 2008: Senior Specialist - Equity and Treasury Business Process study at DSP Merrill Lynch Ltd. May 2006 - May 2007: Senior Business Analyst - Securities and Capital Market Domain at Wipro Technologies. Jan 2005 - May 2006: Deputy Manager - Investments at Metlife India Insurance Co., June 2004 - Jan 2005: Finance & Treasury at Cholamandalam Finance Co. Ltd. Sep 2003 - Jun 2004: Finance & accounts at Tanfac Industries ltd.,

Harish Bihani

MBA in Finance

Prior to joining ICICI Prudential Mutual Fund, he has worked with SBI Mutual Fund, Kotak Instituitional Equities, CIMB Securities, RBS Equities India Pvt. Ltd., Indiabulls Securities Ltd. and Reliance Equities International Pvt. Ltd.

Mittul Kalawadia

B.COM from Mithibai College, M.COM. frpm University of Mumbai and CA. from ICAI.

He has over 10 years of experience in fund management/Investment analyst role. He is associated with ICICI Prudential Asset Management Company Limited from January 2006 till date. Past Experience: ICICI Prudential Asset Management Company Limited - Equity Research Analyst - October 2008 till February 2012. ICICI Prudential Asset Management Company Limited - Business Planning & MIS - January 2006 to September 2008.

Sankaran Naren

B.Tech - IIT Madras, PGDM, IIM Calcutta

Prior to joining ICICI Prudential AMC, he has worked with various financial services companies like Refco Sify securities India Pvt. ltd., HDFC Securities Ltd. and Yoha Securities in Various Positions.

Deepak Gupta

B.com., CA.,Cost Accountant(AIMR), CFA

Gupta has 4 years of experience in the mutual fund industry. He worked in the operations division of kotak amc for 2 years. Subsequently in April 2007 he moved to the equity fund management team as a research analyst.

Harish Krishnan

CFA, PGDBM (IIM Kozhikode), B.Tech (Electronics & Communications)

Mr. Harish Krishnan has 14 years of experience spread over Equity Research and Fund Management. Prior to joining Kotak Mahindra Mutual Fund, he was based out of Singapore and Dubai, managing Kotak's offshore funds. He has also worked at Infosys Technologies Ltd in his earlier stint. He is a Bachelor of Technology (Electronics & Communications) from Government Engineering College, Trichur, a post Graduate in Management from Indian Institute of Management, Kozhikode and a Chartered Financial Analyst from the CFA Institute.

Harsha Upadhyaya

(B.E,Mechancial from Rec, suratkal. PGDM form IIM from Lucknow. CFA institute, USA.

Harsha began his career with Essar steel as an engineer and moved on to pursue higher studies. After completion of PGDM, he joined uti in 1996 and worked as an equity analyst tracking various sectors for over three years. Before his second stint with UTI Mutual Fund starting april 2006, harsha gained considerable experience on indian equity markets working as research analyst in local and foreign broking houses; he has also gained valuable experience in the areas of business analysis and finance working at Reliance Industries and Reliance energy.

Rohit Tandon

B.E.(Mechanical) Punjab University, Chandigarh & PGDM(IIM Bangalore)

Mr. Rohit has over 19 years of experience in equity research and fund management. Prior to joining KMAMC he was the Head (Equities) at Reliance Nippon Life Insurance. Before that he has worked with Max Life Insurance as Senior Fund Manager (Equities) for 14 years. He has also worked as a sell-side analyst in Power, Infrastructure & Capital Goods sectors in JP Morgan India for 4 years.

Get your FAQs right

When comparing ICICI Pru ELSS Tax Saver Fund - Direct (G) vs Kotak Balanced Advantage Fund - Direct (G), consider factors such as historical performance, expense ratios, investment strategy, risk level, and the fund manager's credibility. Moreover, look at asset allocation and how each fund fits your investment goals.
Yes, you can invest in both ICICI Pru ELSS Tax Saver Fund - Direct (G) and Kotak Balanced Advantage Fund - Direct (G) at the same time. This can help diversify your portfolio and balance risk, provided the fund manager's investment strategies streamline each other.
While comparing ICICI Pru ELSS Tax Saver Fund - Direct (G) and Kotak Balanced Advantage Fund - Direct (G), the portfolio turnover ratio indicates how frequently assets within the fund are bought and sold. A high turnover may lead to higher transaction costs and tax implications, while a low turnover ratio indicates a buy-and-hold strategy.
Yes, you can typically switch between ICICI Pru ELSS Tax Saver Fund - Direct (G) and Kotak Balanced Advantage Fund - Direct (G), subject to the fund's policies and any applicable fees. It is important to consider potential tax implications and the timing of your switch.
Yes, you can compare ICICI Pru ELSS Tax Saver Fund - Direct (G) and Kotak Balanced Advantage Fund - Direct (G) based on their dividend payouts. Look at dividends profit, consistency, and growth, as these factors can influence your overall return on investment.

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