Kotak Balanced Advantage Fund Direct Reinvestment of Income Distribution cum Cap Wdrl

hybrid

RETURNS (5 YEARS) 13.86%
RETURNS (5 YEARS) 13.86%
NAV ₹22.27
Sub-Type dynamic asset allocation
Rating
  • Overview
  • Holdings
  • Manager

Returns

Timeframe
Fund(%)
1M
-1.05%
3M
3.09%
6M
5.84%
1Y
5.07%
3Y
13.76%
5Y
13.86%

Fund Essentials

  • 03 Jan 2018

    Fund Started

  • ₹17677.50 Cr

    AUM Fund Size

  • 0.56%

    Expense Ratio

  • ₹1000

    Min SIP Amount

  • Moderate

    Fund Risk

  • 1.0% if redeemed within 0-1 years

    0% if redeemed after 1 years

    Exit Load

Top 10 Holdings

  • 7.55%
  • 4.17%
  • 4.16%
  • 3.6%
  • 3.25%
  • 2.6%
  • 2.46%
  • 2.13%
  • 1.83%
  • 1.75%
  • Abhishek Bisen

    Manager

  • Hiten Shah

    Manager

  • Rohit Tandon

    Manager

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