Download APP

Kotak Balanced Advantage Fund Dir Gr

hybrid

RETURNS (5 YEARS) 16.68%
RETURNS (5 YEARS) 16.68%
NAV ₹21.54
Sub-Type dynamic asset allocation
Rating
Invest
  • Overview
  • Holdings
  • Manager

Returns

Timeframe
Fund(%)
1M
4.99%
3M
2.17%
6M
1.35%
1Y
11.03%
3Y
13.84%
5Y
16.68%

Fund Essentials

  • 03 Jan 2018

    Fund Started

  • ₹16542.18 Cr

    AUM Fund Size

  • 0.60%

    Expense Ratio

  • ₹1000

    Min SIP Amount

  • Moderately High

    Fund Risk

  • 1.0% if redeemed within 0-1 years

    0% if redeemed after 1 years

    Exit Load

Top 10 Holdings

  • 4.16%
  • 3.62%
  • 3.51%
  • 3.38%
  • 2.74%
  • 2.4%
  • 2.39%
  • 2.35%
  • 1.91%
  • 1.82%

  • Abhishek Bisen

    Manager

  • Hiten Shah

    Manager

  • Rohit Tandon

    Manager

  • SIP (monthly)
  • One-Time
Minimum amount to be invested is ₹1000
Invest
Invest
Risk-o-meter
Moderately High

Similar Funds

HDFC Balanced Adv Dir Gr

NAV ₹538.1
Expense ratio 0.88%
27.17% RETURNS (5 YEARS)

HDFC Balanced Adv Dir IDCW-R

NAV ₹44.42
Expense ratio 0.88%
27.16% RETURNS (5 YEARS)

Axis Balanced Advantage Dir IDCW-P

NAV ₹14.3
Expense ratio 0.78%
19.44% RETURNS (5 YEARS)
View More