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

hybrid

RETURNS (5 YEARS) 13.31%
RETURNS (5 YEARS) 13.31%
NAV ₹22.37
Sub-Type dynamic asset allocation
Rating
Invest
  • Overview
  • Holdings
  • Manager

Returns

Timeframe
Fund(%)
1M
1.63%
3M
0.90%
6M
10.30%
1Y
3.37%
3Y
12.46%
5Y
13.31%

Fund Essentials

  • 03 Jan 2018

    Fund Started

  • ₹17339.32 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

  • 7.56%
  • 4.11%
  • 3.83%
  • 3.49%
  • 2.65%
  • 2.5%
  • 2.13%
  • 2.05%
  • 2.04%
  • 1.83%

  • Abhishek Bisen

    Manager

  • Hiten Shah

    Manager

  • Rohit Tandon

    Manager

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

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