- Mutual Funds
- Kotak Mahindra Mutual Fund
- Kotak Balanced Advantage Fund (G)
Kotak Balanced Advantage Fund (G)
₹ 19.97
NAV (May 02)
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.
Scheme Information
The scheme seeks to generate capital appreciation by investing in a dynamically balanced portfolio of equity & equity related securities and debt & money market securities.
Expense Ratio | 1.67 % |
Launched 6Y ago | 2018-08-03 |
AUM in Crores | 16542.2 |
ISIN | INF174KA1186 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY 50 Hybrid Composite debt 50:50 Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 7.2 |
Beta | 0.6 |
Sharpe Ratio | 0.4 |
YTM | - |
Fund Managers
Asset allocation and Holdings
Top Stock Holdings
Others
11.86%Others
6.62%HDFC Bank Ltd.
6.6%ICICI Bank Ltd.
3.68%Infosys Ltd.
3.43%
Allocation by Sector
Financial
13.95%Technology
8.17%Energy
6.52%Automobile
5.37%Consumer Staples
4.11%
Comparison with Hybrid Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 3,309 cr | ||
₹ 55,360 cr | ||
₹ 12,239 cr | ||
₹ 23,229 cr | ||
₹ 5,670 cr |
Kotak Balanced Advantage Fund (G) Review
Kotak Balanced Advantage Fund (G) is a Dynamic Asset Allocation Or Balanced Advantage Hybrid fund and has delivered an annualised return of 10.79% over 6 years. The fund has grown over a period of 6 years. The fund is managed by Kotak Mahindra Mutual Fund. The fund managers are Abhishek Bisen, Arjun Khanna, Hiten Shah, Rohit Tandon.
Nav of Kotak Balanced Advantage Fund (G) as of 5/2/2025 is ₹19.97 with the total AUM as of 5/4/2025 is ₹16542.18. With Scripbox you can compare and check the latest nav for all mutual funds in India. Kotak Balanced Advantage Fund (G) was launched on 2018-08-03. The category risk of the fund is Very High.
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.