Kotak Balanced Advantage Fund Direct Growth

hybrid

RETURNS (5 YEARS) 12.75%
RETURNS (5 YEARS) 12.75%
NAV ₹22.82
Sub-Type dynamic asset allocation
Rating
  • Overview
  • Holdings
  • Manager

Returns

Timeframe
Fund(%)
1M
0.78%
3M
3.51%
6M
3.43%
1Y
9.01%
3Y
13.37%
5Y
12.75%

Fund Essentials

  • 03 Jan 2018

    Fund Started

  • ₹17874.24 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

  • 7.41%
  • 4.07%
  • 3.91%
  • 3.51%
  • 3.0%
  • 2.34%
  • 2.34%
  • 2.16%
  • 1.99%
  • 1.85%
  • Abhishek Bisen

    Manager

  • Hiten Shah

    Manager

  • Rohit Tandon

    Manager

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