Kotak Balanced Advantage Fund

Plan : Regular | Direct Add to Portfolio Compare
Assets
₹14,553 Cr
Expense
1.69 %
Turnover
27.35%
Category
Hybrid - Balanc...
Benchmark
NIFTY 50
Underlying Asset Quality
Investment StyleLarge, Green
Different Than Benchmark
62%
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Fund Overview

Kotak Balanced Advantage Fund - Regular Plan - Growth

Launch Date 03 Aug 2018
Benchmark NIFTY 50
Riskometer High
Turnover 27.35%
Type Open ended scheme
Return Since Launch 9.95%
Min. Investment ₹1000.00
Min. Additional investment ₹1000.00
Min. SIP ₹100.00
Min. Cheques 6
Min. Withdrawal ₹1000.00
Min. Balance ₹100.00
Exit Load 0.00%
Remark Nil upto 8% of investment and 1% for remaining investment on or before 1Y, Nil after 1Y

Investment 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.

Managers

Fund Manager Harish krishnan
Sub Managers Hiten Shah, Abhishek Bisen
Puchho Befikar