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

hybrid

RETURNS (5 YEARS) 12.20%
RETURNS (5 YEARS) 12.20%
NAV ₹20.48
Sub-Type dynamic asset allocation
Rating
  • Overview
  • Holdings
  • Manager

Returns

Timeframe
Fund(%)
1M
-2.41%
3M
-2.05%
6M
-2.73%
1Y
8.79%
3Y
11.28%
5Y
12.20%

Fund Essentials

  • 03 Jan 2018

    Fund Started

  • ₹16648.57 Cr

    AUM Fund Size

  • 0.58%

    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

  • 4.02%
  • 3.67%
  • 3.24%
  • 3.02%
  • 2.8%
  • 2.36%
  • 2.0%
  • 1.94%
  • 1.88%
  • 1.86%
  • Abhishek Bisen

    Manager

  • Hiten Shah

    Manager

  • Rohit Tandon

    Manager

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