Kotak Mahindra Asset Management Company Limited

Kotak Balanced Advantage Fund -Regular Plan - Growth Option

HybridDynamic Asset Allocation
  • Plan: Regular
  • |
  • Type: Open-Ended
  • |
  • Option: Growth
  • 1 yr return5%
  • 3 yr return9.6%
  • 5 yr return-
  • Expense Ratio1.68%
  • Lock-in Period--
  • Exit Load1%
  • Fund Size (Cr)Rupees14445
  • NAVRupees14.9

Performance Graph

  • Show returns for: 1 yr 3 yrs 5 yrs
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Returns Calculator

  • Show returns for: SIP Lumpsum
  • Monthly SIP (Rupees)
  • Investment years: 1 3 5
  • Amount invested/month: Rupees-
  • Time Period: 1 years
  • Estimated Returns: Rupees0

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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.

Tax Implications

Taxation on mutual fund explained : https://zfunds.in/article/taxes-on-mutual-funds

Riskometer

Top Holdings

  • Companies %
  • Triparty Repo 8.8
  • Central Government - 2033 5.6
  • Central Government - 2029 3.7
  • Central Government - 2026 3.6
  • Adani Ports and Special Economic Zone Limited 3.6
  • Reliance Industries Ltd. 3.5
  • HDFC Bank Ltd. 3.5
  • ICICI Bank Ltd. 3.1
  • Infosys Ltd. 2.6
  • Central Government - 2027 2.5
  • Maruti Suzuki India Limited 2.1
  • Sectors %
  • Govt-Sec19.5
  • Banks13.6
  • Cash/Deposits/Margins/Treps/Repo/Swaps9.4
  • Internet and Technology6.2
  • Automobiles5.7

Fund House