Riskometer
Riskometer
Value Research Rating
As on 25-Sep-2023
This fund’s holdings are mostly in Large Cap stocks and in debt instruments, which means it’s following
a conservative investment strategy. Last updated 2 days ago. Learn More
As per SEBI's Riskometer.
This fund’s holdings are mostly in Large Cap stocks and in debt instruments, which means it’s following a
conservative investment strategy. Last updated 2 days ago.Learn More
Split between different types of investments
Split between categories of Equity investments
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|
---|---|---|---|---|---|---|
Kotak Balanced Advantage Fund - Direct Plan
|
High
|
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0.50 |
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Very High
|
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0.84 |
||||
High
|
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0.90 |
||||
Very High
|
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0.49 |
||||
Very High
|
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0.32 |
1 min read•By News Desk
3 min read
Kotak Balanced Advantage Fund - Direct Plan invests in a mix of equity and fixed-income securities. The proportion of the two is dynamically managed and may keep varying depending on the market outlook of the fund manager.
Mutual funds can be bought directly from the website of the fund house. For instance, Kotak Balanced Advantage Fund - Direct Plan fund can be purchased from the website of Kotak Mahindra Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of Kotak Balanced Advantage Fund - Direct Plan is ₹17.3900 as of 26-Sep-2023.
The AUM of Kotak Balanced Advantage Fund - Direct Plan Fund is ₹15,050 Cr as of 31-Aug-2023
The riskometer level of Kotak Balanced Advantage Fund - Direct Plan is High. See More
Company | Percentage of Portfolio |
---|---|
7.86
|
|
3.47
|
|
3.08
|
|
2.66
|
|
2.46
|
As of 31-Aug-2023, Kotak Balanced Advantage Fund - Direct Plan had invested 45.66% in Equity, 32.29% in Cash & Cash Eq., 21.94% in Debt and 0.11% in Real Estate See More
Kotak Balanced Advantage Fund - Direct Plan is 5 years 1 months old. It has delivered 11.35% returns since inception. See More
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
---|---|---|---|---|---|
12.91%
|
13.51%
|
11.89%
|
--
|
--
|
11.35%
|
The minimum SIP amount of Kotak Balanced Advantage Fund - Direct Plan is ₹100.
No, There is no lock in period in Kotak Balanced Advantage Fund - Direct Plan.
The expense ratio of Kotak Balanced Advantage Fund - Direct Plan is 0.50%.
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