Kotak Balanced Advantage Fund -regular Plan - Idcw Payout

Hybrid Generate Income and create wealth
Balanced Advantage
Category Rank
Kotak Balanced Advantage Fund -regular Plan - Idcw Payout
Rating
Fund
Time to Invest
Kotak Balanced Advantage Fund -regular Plan - Idcw Payout
NAV
14.907
(18/08/2022)
L 52Wk H
13.55
14.90
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Kotak Balanced Advantage Fund -regular Plan - Idcw Payout

Hybrid
Balanced Advantage
Generate Income and create wealth
Rank Kotak Balanced Advantage Fund -regular Plan - Idcw Payout
Fund
NAV
14.907
(18/08/2022)
Time to Invest
Kotak Balanced Advantage Fund -regular Plan - Idcw Payout
Rating
L 52Wk H
13.55
14.90
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
5.45%
3M
6.72%
6M
4.09%
Annualised
1Y
6.16%
3Y
12.47%
5Y
-
Historical NAV
NAV for scheme Kotak Balanced Advantage Fund - Regular Plan - IDCW Payout 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 - Idcw Payout

AUM

14157.16 Cr
Kotak Balanced Advantage Fund -regular Plan - Idcw Payout AUM is 45% 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

28.13%