Kotak Balanced Advantage Fund -regular Plan - Growth

Hybrid Generate Income and create wealth
Balanced Advantage
Category Rank
Kotak Balanced Advantage Fund -regular Plan - Growth
Rating
Fund
Time to Invest
Kotak Balanced Advantage Fund -regular Plan - Growth
NAV
14.63
(08/08/2022)
L 52Wk H
13.55
14.66
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Kotak Balanced Advantage Fund -regular Plan - Growth

Hybrid
Balanced Advantage
Generate Income and create wealth
Rank Kotak Balanced Advantage Fund -regular Plan - Growth
Fund
NAV
14.63
(08/08/2022)
Time to Invest
Kotak Balanced Advantage Fund -regular Plan - Growth
Rating
L 52Wk H
13.55
14.66
Investment Objective

The investment objective of the scheme is to generate capital appreciation by investing in adynamically balanced portfolio of equity & equity related securities and debt & money marketsecurities. .

Category
  • Hybrid - Balanced Advantage
Benchmark
  • NIFTY 50 Hybrid Composite Debt 50:50 Index
Returns
Absolute
1M
3.93%
3M
4.73%
6M
1.92%
Annualised
1Y
4.73%
3Y
11.84%
5Y
-
Historical NAV
NAV for scheme Kotak Balanced Advantage Fund -Regular Plan - Growth Option is
Growth of 10,000
An investment of 10000 for in this scheme would have grown to Rs.

Risk of the fund

Kotak Balanced Advantage Fund -regular Plan - Growth

AUM

14157.16 Cr
Kotak Balanced Advantage Fund -regular Plan - Growth AUM is 67% higher than other schemes in the category

Load

Entry Load - NIL
Exit Load - Nil upto 8% of investment and 1% for remaining investment on or before 1Y Nil after 1Y
Lock In Period - NIL

Expense Ratio

1.72%

Turnover Ratio

26.33%