Kotak Balanced Advantage Fund -regular Plan - Idcw Reinvestment

Hybrid Generate Income and create wealth
Balanced Advantage
Category Rank
Kotak Balanced Advantage Fund -regular Plan - Idcw Reinvestment
Rating
Fund
Time to Invest
Kotak Balanced Advantage Fund -regular Plan - Idcw Reinvestment
NAV
13.959
(23/05/2022)
L 52Wk H
13.41
14.66
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Kotak Balanced Advantage Fund -regular Plan - Idcw Reinvestment

Hybrid
Balanced Advantage
Generate Income and create wealth
Rank Kotak Balanced Advantage Fund -regular Plan - Idcw Reinvestment
Fund
NAV
13.959
(23/05/2022)
Time to Invest
Kotak Balanced Advantage Fund -regular Plan - Idcw Reinvestment
Rating
L 52Wk H
13.41
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
-2.42%
3M
-2.14%
6M
-3.39%
Annualised
1Y
4.62%
3Y
9.86%
5Y
-
Historical NAV
NAV for scheme Kotak Balanced Advantage Fund - Regular Plan - Payout of Income Distribution cum capital withdrawal option 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 - Idcw Reinvestment

AUM

13572.62 Cr
Kotak Balanced Advantage Fund -regular Plan - Idcw Reinvestment AUM is 135% 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

1.75%

Turnover Ratio

22.91%