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

hybrid

RETURNS (5 YEARS) 9.77%
RETURNS (5 YEARS) 9.77%
NAV ₹21.66
Sub-Type dynamic asset allocation
Rating
  • Overview
  • Holdings
  • Manager

Returns

Timeframe
Fund(%)
1M
-5.20%
3M
-5.26%
6M
-3.16%
1Y
7.00%
3Y
11.38%
5Y
9.77%

Fund Essentials

  • 03 Jan 2018

    Fund Started

  • ₹17590.57 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

  • 5.91%
  • 4.04%
  • 3.6%
  • 3.29%
  • 3.18%
  • 2.27%
  • 2.24%
  • 1.9%
  • 1.57%
  • 1.54%
  • 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