Kotak Balanced Advantage Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
Kotak Balanced Advantage Fund Growth Fund Overview
SIP ₹100 & Lump. ₹100
₹17,373 Cr
N/A
1.89
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.
Nifty 50 Hybrid Composite Debt 50:50 Index
Kotak Balanced Advantage Fund Growth Calculate Returns
You would have got
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -2.65 | -0.76 | 1.08 |
| 6M | 4.39 | 4.10 | 13.20 |
| 1Y | 1.16 | 4.43 | 25.12 |
| 3Y | 8.31 | 14.93 | 46.97 |
Portfolio Analysis
- Equity: 70.91%
- Debt: 26.13%
- Others
About Fund Kotak Balanced Advantage Fund Growth
Kotak Balanced Advantage Fund Growth managed by Kotak Mahindra Mutual Fund,is a Balanced Fundsscheme with Assets Under Management of ₹17,373 Crore. The fund benchmarks its performance against the Nifty 50 Hybrid Composite Debt 50:50 Index while maintaining an expense ratio of 1.89. 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.
Fund Managers
Hiten Shah
Mr. Hiten Shah qualification is Master in Management Studies (MMS). He has over 9 years of work experience. Prior to joining Edelweiss Asset Management Ltd., he was associated with Edelweiss Securities Limited as Low Risk Arbitrage Trader.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Franklin India Balanced Advantage Fund Growth | 2 | 2,822 CR | 2.17 |
| HSBC Balanced Advantage Fund Growth | 2 | 1,522 CR | 2.48 |
| Kotak Balanced Advantage Fund Growth | 4 | 17,373 CR | 1.89 |
| Quant Dynamic Asset Allocation Fund Growth | 0 | 852 CR | 3.02 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundFranklin India Balanced Advantage Fund Growth | -0.7718 | 26.3868 |
| This FundHSBC Balanced Advantage Fund Growth | 0.6514 | 26.7539 |
| This FundKotak Balanced Advantage Fund Growth | 1.1584 | 27.0416 |
| This FundQuant Dynamic Asset Allocation Fund Growth | -1.9106 | 40.6379 |
Kotak Balanced Advantage Fund Growth FAQs
- 1 Month : -2.65%
- 6 Months : 4.39%
- 1 Year : 1.16%
- 3 Years : 8.31%
