Kotak Balanced Advantage Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
| 1 Year | 3 Year | 5 Year | 9 Year | |
| CAGR(%) | 18.71 | 11.23 | 11.63 | N/A |
| Average Rolling Returns(%) | 12.41 | 12.15 | 11.44 | N/A |
The Current NAV of Kotak Balanced Advantage Fund - Regular Plan - Growth is ₹18.14.
You should look for a fund with better more consistent performance track record. Funds returns likely to be fairly different than its benchmark NIFTY 50 , as Funds portfolio is somewhat different.
Kotak Balanced Advantage Fund - Regular Plan - Growth fund’s expense ratio is 1.66%
The process for redemption is
The AUM of Kotak Balanced Advantage Fund - Regular Plan - Growth is currently ₹15,844 Crores.
The Top three stocks are HDFC Bank, Adani Ports &Special and ICICI Bank and account for 15% of its portfolio. Top 5 and 10 stocks of fund account for 21% and 30% of fund’s portfolio respectively.
Top three sectors of Kotak Balanced Advantage Fund - Regular Plan - Growth fund are Others, BFSI and Construction & Infrastructure accounting for 53% of the total portfolio.
Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Hybrid - Balanced Advantage it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Kotak Balanced Advantage Fund - Regular Plan - Growth Fund is Hybrid - Balanced Advantage.
Rohit Tandon and Hiten Shah manage the Kotak Balanced Advantage Fund - Regular Plan - Growth Fund.
Kotak Balanced Advantage Fund - Regular Plan - Growth current PE ratio is 37.52 and PB ratio is 5.71
The asset allocation of Kotak Balanced Advantage Fund - Regular Plan - Growth is Stocks : 74.22%, Debt : 24.82% and Gold : 0.94%
The minimum SIP amount for Kotak Balanced Advantage Fund - Regular Plan - Growth is ₹100.00 and minimum lumpsum is ₹100.00
The exit load for Kotak Balanced Advantage Fund - Regular Plan - Growth is Nil upto 8% of investment and 1% for remaining investment on or before 1 year, Nil after 1 year
MoneyWorks4Me rating and ranking of funds for SIP is available to subscribers only. Moneyworks4Me is not a rating and ranking agency, however it is required that users have a way of selecting funds and building a Portfolio. The method used by it are described below to enable users to understand the logic behind the rating and ranking Subscriber will find more details on this in the various content made available from time to time. In case you need more please write to besafe@moneyworks4Me.com
MoneyWorks4Me rates and ranks mutual funds based on the following data-driven system:
Funds ranking in screeners: Performance Consistency and Quality are two parameters used for ranking funds for SIP. The ranking as follows GG, GO, GR, OG, OO, OR, RG, RO and RR.
With the same color-coded funds, the one with the higher Average 3-year rolling returns (over 5 to 10 years), the number that appears in the Performance tag, ranks higher.
Here is the summary:
The third tag Upside Potential is not relevant for SIP. It is relevant for lumpsum investments in Mutual Funds.
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