Dynamic asset allocation or balanced advantage funds provides varying combinations of equity & debt and is suitable for investment objectives with duration specific to the fund category.
Dynamic Asset Allocation funds change their exposure to debt and equity dynamically - taking a call on market valuation & conditions.
This makes their performance difficult to assess.
With a high Equity component, the impact of market fluctuations on these funds is high.It is better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class.
The fund has been a Category Leader on the Fund Size metric
The performance of the fund on a Outperformance Consistency metric has been Good
NAV (Dec 5)
6 Month CAGR
The investment objective of the scheme is to generate capital appreciation by investing in a dynamically balanced portfolio of equity & equity related securities and debt & money market securities.
Launched (5y ago)
Aug 03, 2018
AUM in Crores
Nifty 50 Hybrid Comp Debt 50:50 TR INR
Standard Deviation (3yr)
Standard Deviation (5yr)
Sharpe Ratio (3yr)
Sharpe Ratio (5yr)
with step up of
|Kotak Balanced Advantage Fund (Growth)||9,67,033||2,34,421||11.3%|
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
cash offset for derivatives18.6%
hdfc bank ltd7.5%
8.25% govt stock 20335.7%
icici bank ltd3.3%
|Fund Name||Fund Size||Rolling Returns|
₹ 26,182 cr
₹ 9,338 cr
₹ 1,354 cr
₹ 1,051 cr
₹ 7,605 cr
Kotak Mahindra Asset Management Co Ltd
|Fund Name||Scripbox Opinion||Till Date CAGR|
Kotak Balanced Advantage Fund (G) is a Dynamic Asset Allocation Or Balanced Advantage Hybrid fund and has delivered an annualised return of 10.4% over a period of 5 years. The fund is managed by Kotak Mahindra Asset Management Co Ltd. The fund managers are Abhishek Bisen, Arjun Khanna, Harsha Upadhyaya, Hiten Shah.
Nav of Kotak Balanced Advantage Fund (G) as of 12/5/2023 is ₹17.01 with the total AUM as of 12/6/2023 is ₹14740.144. With Scripbox you can compare and check the latest nav for all mutual funds in India. Kotak Balanced Advantage Fund (G) was launched on Aug 03, 2018. The category risk of the fund is High Risk.
The minimum SIP amount for Kotak Balanced Advantage Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
What is Kotak Balanced Advantage Fund (G)?
How to invest in Kotak Balanced Advantage Fund (G)?
You can invest in Kotak Balanced Advantage Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Kotak Balanced Advantage Fund (G)?
The minimum sip amount for Kotak Balanced Advantage Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Kotak Balanced Advantage Fund (G) good to invest in?
As per Scripbox experts, Kotak Balanced Advantage Fund (G) is a Neutral fund. You can investKotak Balanced Advantage Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Kotak Balanced Advantage Fund (G)?
The expense ratio of the Kotak Balanced Advantage Fund (G) is 1.67% for regular plan.