Kotak Balanced Advantage Fund Dir Gr

hybrid

RETURNS (5 YEARS) 14.81%
RETURNS (5 YEARS) 14.81%
NAV ₹22.50
Sub-Type dynamic asset allocation
Rating
  • Overview
  • Holdings
  • Manager

Returns

Timeframe
Fund(%)
1M
1.81%
3M
7.40%
6M
3.90%
1Y
8.03%
3Y
15.71%
5Y
14.81%

Fund Essentials

  • 03 Jan 2018

    Fund Started

  • ₹17342.95 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

  • 7.95%
  • 4.25%
  • 4.01%
  • 3.56%
  • 3.23%
  • 2.64%
  • 2.64%
  • 2.01%
  • 1.92%
  • 1.79%
  • Abhishek Bisen

    Manager

  • Hiten Shah

    Manager

  • Rohit Tandon

    Manager

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