RingMoney - KOTAK BALANCED ADVANTAGE FUND - GROWTH
KOTAK BALANCED ADVANTAGE FUND - GROWTH
Hybrid Dynamic Asset Allocation
₹20.14
NAV as on 18 Dec
₹(-0.06)  (-0.3%)
1D Change
1 Year Returns
2.71 %
3 Year Returns
9.89 %
5 Year Returns
NA %
What If You Invested in KOTAK BALANCED ADVANTAGE FUND - GROWTH
₹L
5 Year Gain
by this Fund
₹L
Fund Overview
Inception DateAug 10 2018
Min. Investment (Lumpsum/SIP)₹1,000 /₹1,000
BenchmarkNIFTY 50 Hybrid Composite debt 50:50 Index
AUM (Cr.)₹ 14.00
Lock InNo Lock-in
Expense Ratio1.69%
Exit Load1.00% (< 365 Days)
TurnOver25.29%
What If You Invested in KOTAK BALANCED ADVANTAGE FUND - GROWTH
₹L
5 Year Gain
by this Fund
₹L
Peer Comparison
Name of Fund
3 Year Return
ADITYA BIRLA SUN LIFE MULTI ASSET ALLOCATION FUND- REGULAR PLAN GROWTH
NA%
KOTAK BALANCED ADVANTAGE FUND - GROWTH
9.89 %
HSBC AGGRESSIVE HYBRID FUND - GROWTH
9.69 %
AXIS EQUITY HYBRID FUND - GROWTH
9.50 %
Riskometer
Others Information
Fund ManagerAbhishek Bisen
Arjun Khanna
ISIN CodeINF174KA1186
About the Fund
The scheme seeks to generate capital appreciation by investing in a dynamically balanced portfolio of equity & equity related securities and debt & money market securities.