Kotak Balanced Advantage Fund - Direct Plan does not yet have a 5-year performance history.
The average return for Dynamic Asset Allocation funds is 51.19% .
The fund currently owns more than 0 stocks.
The top 10 holdings account for 0.00% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 7.61% | 1.03% |
| 2 Year Return | 30.47% | 10.99% |
| 3 Year Return | 48.91% | 29.11% |
| 4 Year Return | 86.28% | 41.83% |
| 5 Year Return | 114.96% | 51.19% |
| 6 Year Return | N/A | 76.99% |
| 7 Year Return | N/A | 95.33% |
| Expense Ratio | 0.54% | - |
AMC: KOTAKMAHINDRAMF
Category: Hybrid • Dynamic Asset Allocation
Launch Date: 13 Jul 2018
Fund Manager: Mr. Hiten Shah
Minimum Purchase: ₹100
Exit Load: For redemption / switch out of upto 8% of the initial investment amount (limit) purchased or switched in within 180 Days from the date of allotment: Nil. If units redeemed or switched out are in excess of the limit within 180 Days from the date of allotment: 1% If units are redeemed or switched out on or after 180 Days from the date of allotment: Nil.
Lock-in: 1
Risk: Moderate Risk
Kotak Balanced Advantage Fund - Direct Plan is managed by KOTAKMAHINDRAMF and belongs to the Hybrid category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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