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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹17,513 Cr

Lock In Period

N/A

Expense Ratio

1.65

Benchmark

Nifty 50 Hybrid Composite Debt 50:50 Index

Exit Load

For redemption / switch out of upto 8% of the initial investment amount (limit) purchased or switched in within 180 Days from the date of allotment: Nil.If units redeemed or switched out are in excess of the limit within 180 Days from the date of allotment: 1%If units are redeemed or switched out on or after 180 Days from the date of allotment: Nil.

Summary

Latest details for Kotak Balanced Advantage Fund Growth include a ₹21.05 NAV as of Feb 17,2026 and returns since inception of 38.44%. Minimum investments start at SIP ₹100. The Kotak Balanced Advantage Fund Growth AUM is ₹17,513 Cr, with a lock-in of N/A years, expense ratio of 1.65%, and benchmark Nifty 50 Hybrid Composite Debt 50:50 Index. Exit load is - For redemption / switch out of upto 8% of the initial investment amount (limit) purchased or switched in within 180 Days from the date of allotment: Nil.If units redeemed or switched out are in excess of the limit within 180 Days from the date of allotment: 1%If units are redeemed or switched out on or after 180 Days from the date of allotment: Nil.. In the growth review for 1M Month/Year, the fund recorded 0.00% returns, against a category average of 0.00% and a category best of 0.00%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)

Portfolio Analysis

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As on: 2026-01-31
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About Fund

Kotak Balanced Advantage Fund Growth managed by Kotak Mahindra Mutual Fund,is a Balanced Fundsscheme with Assets Under Management of ₹17,513 Crore. The fund benchmarks its performance against the Nifty 50 Hybrid Composite Debt 50:50 Index while maintaining an expense ratio of 1.65. Under the expert guidance of Hiten Shah ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundBank of India Balanced Advantage Fund Growth1143.75 CR2.51
This FundHSBC Balanced Advantage Fund Growth21542.11 CR2.11
This FundKotak Balanced Advantage Fund Growth417513.06 CR1.65
This FundAxis Balanced Advantage Fund Growth33773.12 CR1.91
This FundHDFC Balanced Advantage Fund - Growth5106820.61 CR1.35
Fund Name1Y3Y
This FundBank of India Balanced Advantage Fund Growth12.563937.1724
This FundHSBC Balanced Advantage Fund Growth8.05837.8822
This FundKotak Balanced Advantage Fund Growth10.435538.4413
This FundAxis Balanced Advantage Fund Growth9.325949.6877
This FundHDFC Balanced Advantage Fund - Growth11.767363.3634

FAQs

Kotak Balanced Advantage Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Kotak Balanced Advantage Fund Growth is 1.65. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Kotak Balanced Advantage Fund Growth’s fund performance is as follows:
  • 1 Month : %
  • 6 Months : %
  • 1 Year : %
  • 3 Years : %
Returns of Kotak Balanced Advantage Fund Growth are updated daily based on NAV of ₹ 21.05 as on Feb 17,2026. Since inception, the return has been 38.44%.

You can invest in Kotak Balanced Advantage Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Kotak Balanced Advantage Fund Growth is ₹17,513 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Kotak Balanced Advantage Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500