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

hybrid

RETURNS (5 YEARS) 12.68%
RETURNS (5 YEARS) 12.68%
NAV ₹20.87
Sub-Type dynamic asset allocation
Rating
  • Overview
  • Holdings
  • Manager

Returns

Timeframe
Fund(%)
1M
-4.58%
3M
-3.25%
6M
-0.22%
1Y
12.09%
3Y
11.02%
5Y
12.68%

Fund Essentials

  • 03 Jan 2018

    Fund Started

  • ₹16958.81 Cr

    AUM Fund Size

  • 0.54%

    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

  • 5.07%
  • 3.9%
  • 3.73%
  • 2.76%
  • 2.57%
  • 2.3%
  • 1.99%
  • 1.92%
  • 1.91%
  • 1.77%
  • Abhishek Bisen

    Manager

  • Hiten Shah

    Manager

  • Rohit Tandon

    Manager

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