KOTAK BALANCED ADVANTAGE FUND -REGULAR PLAN - GROWTH

NORMAL RISK
Hybrid
Hybrid: Dynamic Asset Allocation
6M returns
1.05 %
Current NAV
19.64
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Min. SIP
100
AUM
₹ 16937.3 Cr

Return Calculator

Amount per month100
Over the past
1Y
3Y
5Y
Return amount NA
Total Investment
1,200

Investment distribution

GOI17.3 %
Others16.8 %
HDFC Bank5.4 %
ICICI Bank3.5 %
Infosys3.3 %
Reliance Industries2.3 %

Fund Manager

AB
Abhishek Bisen
HU
Harsha Upadhyaya
HK
Harish Krishnan
HS
Hiten Shah
AK
Arjun Khanna
RT
Rohit Tandon

Fund Information

Launched
09 Aug 2018(6 years ago)
Expense ratio1.66000000%
Exit LoadExit load for units in excess of 8% of the investment,1% will be charged for redemption within 365 days
Benchmark index
NIFTY 50 Hybrid Composite debt 50:50 Index100%

Fund Objective

The scheme seeks to generate capital appreciation by investing in a dynamically balanced portfolio of equity & equity related securities and debt & money market securities.

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