Kotak Balanced Advantage Fund Dir IDCW-R

hybrid

RETURNS (5 YEARS) 13.09%
RETURNS (5 YEARS) 13.09%
NAV ₹22.17
Sub-Type dynamic asset allocation
Rating
  • Overview
  • Holdings
  • Manager

Returns

Timeframe
Fund(%)
1M
1.03%
3M
-1.50%
6M
5.64%
1Y
1.53%
3Y
13.05%
5Y
13.09%

Fund Essentials

  • 03 Jan 2018

    Fund Started

  • ₹17339.32 Cr

    AUM Fund Size

  • 0.56%

    Expense Ratio

  • ₹1000

    Min SIP Amount

  • Moderate

    Fund Risk

  • 1.0% if redeemed within 0-180 days

    0% if redeemed after 180 days

    Exit Load

Top 10 Holdings

  • 7.56%
  • 4.11%
  • 3.83%
  • 3.49%
  • 2.65%
  • 2.5%
  • 2.13%
  • 2.05%
  • 2.04%
  • 1.83%
  • Abhishek Bisen

    Manager

  • Hiten Shah

    Manager

  • Rohit Tandon

    Manager

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