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

hybrid

RETURNS (5 YEARS) 12.88%
RETURNS (5 YEARS) 12.88%
NAV ₹19.12
Sub-Type dynamic asset allocation
Rating
  • Overview
  • Holdings
  • Manager

Returns

Timeframe
Fund(%)
1M
0.46%
3M
3.15%
6M
9.26%
1Y
21.78%
3Y
12.13%
5Y
12.88%

Fund Essentials

  • 03 Jan 2018

    Fund Started

  • ₹15718.68 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

  • 6.68%
  • 4.92%
  • 4.82%
  • 3.86%
  • 3.07%
  • 2.68%
  • 2.44%
  • 1.97%
  • 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