Kotak Balanced Advantage Fund Direct Growth

hybrid

RETURNS (5 YEARS) 12.64%
RETURNS (5 YEARS) 12.64%
NAV ₹19.09
Sub-Type dynamic asset allocation
Rating
  • Overview
  • Holdings
  • Manager

Returns

Timeframe
Fund(%)
1M
1.33%
3M
2.55%
6M
9.56%
1Y
19.32%
3Y
12.16%
5Y
12.64%

Fund Essentials

  • 03 Jan 2018

    Fund Started

  • ₹15720.85 Cr

    AUM Fund Size

  • 0.51%

    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

  • 6.89%
  • 5.06%
  • 4.91%
  • 3.66%
  • 3.13%
  • 2.45%
  • 2.4%
  • 2.01%
  • 1.88%
  • 1.86%
  • Abhishek Bisen

    Manager

  • Hiten Shah

    Manager

  • Arjun Khanna

    Manager

  • Rohit Tandon

    Manager

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