Kotak Balanced Advantage Fund - Growth - Direct Plan 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(%) | 12.54 | 12.13 | 11.49 | N/A |
The Current NAV of Kotak Balanced Advantage Fund - Growth - Direct Plan is ₹19.65.
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 - Growth - Direct Plan fund’s expense ratio is 0.52%
The process for redemption is
The AUM of Kotak Balanced Advantage Fund - Growth - Direct Plan 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 - Growth - Direct Plan 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 - Growth - Direct Plan Fund is Hybrid - Balanced Advantage.
Rohit Tandon and Hiten Shah manage the Kotak Balanced Advantage Fund - Growth - Direct Plan Fund.
Kotak Balanced Advantage Fund - Growth - Direct Plan current PE ratio is 37.35 and PB ratio is 7.13
The asset allocation of Kotak Balanced Advantage Fund - Growth - Direct Plan is Stocks : 74.22%, Debt : 24.82% and Gold : 0.94%
The minimum SIP amount for Kotak Balanced Advantage Fund - Growth - Direct Plan is ₹100.00 and minimum lumpsum is ₹100.00
The exit load for Kotak Balanced Advantage Fund - Growth - Direct Plan is Nil upto 8% of investment and 1% for remaining investment on or before 1 year, Nil after 1 year