FAQ : Kotak Balanced Advantage Fund - Regular Plan - Growth

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(%) 16.49 11 11.76 N/A
Average Rolling Returns(%) 12.01 12.24 11.10 N/A

The Current NAV of Kotak Balanced Advantage Fund - Regular Plan - Growth is ₹17.74.

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

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Kotak Balanced Advantage Fund - Regular Plan - Growth is currently ₹15,623 Crores.

The Top three stocks are HDFC Bank, Adani Ports &Special and ICICI Bank and account for 16% of its portfolio. Top 5 and 10 stocks of fund account for 21% and 31% 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 51% 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 33.35 and PB ratio is 5.21

The asset allocation of Kotak Balanced Advantage Fund - Regular Plan - Growth is Stocks : 74.28%, Debt : 24.90% and Gold : 0.81%

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

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