Kotak Balanced Advantage Fund Dir IDCW-R

hybrid

RETURNS (5 YEARS) 11.31%
RETURNS (5 YEARS) 11.31%
NAV ₹22.75
Sub-Type dynamic asset allocation
Rating
  • Overview
  • Holdings
  • Manager

Returns

Timeframe
Fund(%)
1M
-0.04%
3M
1.16%
6M
0.89%
1Y
6.90%
3Y
12.82%
5Y
11.31%

Fund Essentials

  • 03 Jan 2018

    Fund Started

  • ₹17959.16 Cr

    AUM Fund Size

  • 0.57%

    Expense Ratio

  • ₹100.0

    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

  • 7.18%
  • 4.02%
  • 3.99%
  • 3.57%
  • 3.02%
  • 2.93%
  • 2.25%
  • 2.2%
  • 2.0%
  • 1.81%
  • Abhishek Bisen

    Manager

  • Hiten Shah

    Manager

  • Rohit Tandon

    Manager

  • SIP (monthly)
  • One-Time
Minimum amount to be invested is ₹100.0
Risk-o-meter
Moderate