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Home>Mutual Funds>Kotak Mahindra Mutual Fund>Kotak Balanced Advantage Fund Regular Growth

Kotak Balanced Advantage Fund Regular Growth

Hybrid
Dynamic Asset Allocation
Moderately High Risk
12.96%
3Y annualised
+0.25% 1D
1M
6M
1Y
3Y
All
NAV: 01 Dec 2021₹14.38
Min. SIP amountNA
Rating4
Fund size₹11,813.44Cr

Returns and rankings

Category: Hybrid Dynamic Asset Allocation
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA15.7%13.0%11.5%
Category averageNA24.8%9.3%NA
Rank with in categoryNA165NA
Understand terms

Holdings (115)

NameSectorInstrumentAssets
Kotak Liquid - Plan A - Direct Plan-Growth
FinancialMutual Fund12.7%
GOI
SovereignGOI FRB6.5%
FinancialEquity4.1%
ServicesEquity3.5%
TechnologyEquity2.7%
EnergyEquity2.6%
GOI
SovereignGOI Sec2.4%
CommunicationEquity2.3%
TechnologyEquity2.2%
MetalsEquity2.2%
See All

Expense ratio, exit load and tax

Expense ratio: 1.78%

Inclusive of GST

Exit load

For units in excess of 8% of the investment,1% will be charged for redemption within 365 days

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

NA

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

Fund management

Abhishek Bisen
Jul 2018 - Present
View details
Deepak Gupta
Jul 2018 - Present
View details
Harish Krishnan
Jul 2018 - Present
View details
Hiten Shah
Oct 2019 - Present
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Arjun Khanna
Jul 2018 - Present
View details

Fund house & investment objective

Fund house contact details

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