Kotak Balanced Advantage Fund (G)
Scheme Information
2019-11-14
| Asset Management Company (AMC) | Kotak Mahindra Asset Management Company Limited |
| Asset Class Type | Hybrid |
| Inception Date | Aug 3, 2018 |
| Benchmark | NIFTY 50 Hybrid Composite Debt 50:50 Index |
| 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. |
| Fund Manager | Harish krishnan |
| AUM (In Crores) | 3067.07 |
| Allocation |
Debt: 17.428% Equity: 72.3203% Others: 10.2517% |
| Exit Load | Nil for 10% of investments and 1% for remaining investments on or before 1 year |
| Minimum Investment Amount |
First Investment:
1000
|
| Expense Ratio | 2.12 |
Scripbox has taken due care and caution in compilation of the data contained in this factsheet. This data has been obtained by Scripbox from sources which it considers reliable. However, please verify the data from the mutual fund (link provided) before taking any Investment action based on this information.
Recommended Funds
Equity: Mirae Asset Large Cap Fund (G) • HDFC Top 100 Fund (G) • Kotak Standard Multicap Fund (G) • Parag Parikh Long Term Equity Fund (G)
Tax Saver Plan:
DSP Tax Saver Fund (G) •
Motilal Oswal Long Term Equity Fund (G)
Emergency Fund:
Axis Liquid Fund (G) •
Tata Liquid Fund (G)