Kotak Balanced Advantage Fund - Direct Growth
-
NAV
21.42
as on 20 Dec 2024
-
₹-0.20 (-0.92%)
Last Change
-
13.20%
3Y CAGR returns
-
₹ 100
Min SIP -
₹ 100
Min Lumpsum -
0.54%
Expense Ratio -
16,959 Cr
Fund Size -
6 Years
Fund Age
Returns and Ranks ( as on 20 Dec 2024 )
- 1Y
- 3Y
- 5Y
- MAX
- Trailing Returns
- 17.57%
- 13.20%
- 13.42%
- 12.66
- 3.11Alpha
- 1.81SD
- 0.48Beta
- 0.90Sharpe
- Exit Load
- For redemption/switch out of upto 8% of the initial investment amount (limit) purchased or switched in within 1 year from the date of allotment: Nil. 1.00% - If units redeemed or switched out are in excess of the limit within 1 year from the date of allotment. Nil - If units are redeemed or switched out on or after 1 year from the date of allotment.
Rohit Tandon
moderate Moderate Moderately
High High Very
High
- Fund Name
- Fund Size - ₹ 16,959
- Fund Size - ₹ 95,570
- Fund Size - ₹ 926
- Fund Size - ₹ 8,850
- Fund Size - ₹ 1,523
Kotak Mahindra Mutual Fund
- AUM :
- 473,747Cr
- Address :
- 27 BKC, C-27, G Block, Bandra KurlaComplex, Bandra(E),Mumbai - 400 051.
- Contact :
- +91022 61152100
- Email ID :
- fundaccops@kotakmutual.com
- Fund Name
-
- Equity
- Sectoral / Thematic
- AUM - ₹ 2,395
-
- Equity
- Multi Cap Fund
- AUM - ₹ 15,816
-
- Equity
- Mid Cap Fund
- AUM - ₹ 52,049
-
- Equity
- Contra Fund
- AUM - ₹ 4,034
-
- Equity
- Large & Mid Cap Fund
- AUM - ₹ 25,649
-
- Equity
- Small Cap Fund
- AUM - ₹ 17,732
Large Cap
- Fund Name
-
- Equity
- Large Cap Fund
- Fund Size - 35,313
-
- Equity
- Large Cap Fund
- Fund Size - 36,587
-
- Equity
- Large Cap Fund
- Fund Size - 63,938
-
- Equity
- Large Cap Fund
- Fund Size - 2,403
-
- Equity
- Large Cap Fund
- Fund Size - 495
Mid Cap
Multi Cap
ELSS
Focused
Sectoral / Thematic
Small Cap
Dividend Yield
Ultra Short Duration
Liquid Mutual
Gilt Mutual
Long Duration
Overnight Mutual
Floater Mutual
Arbitrage Mutual
Equity Savings Mutual
Aggressive Hybrid Mutual
FAQs
You can invest in Kotak Balanced Advantage Fund - Direct Growth in a quick and simple process. Follow the below steps
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Kotak Balanced Advantage Fund - Direct Growth in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on "One-time" if you wish to invest a lumpsum amount then click on "Invest Now"
Kotak Balanced Advantage Fund - Direct Growth has delivered 13.16% since inception
The NAV of Kotak Balanced Advantage Fund - Direct Growth is ₹20.845 as of 20 Dec 2024
The expense ratio of Kotak Balanced Advantage Fund - Direct Growth is % as of 20 Dec 2024
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on "Redeem all units
The AUM of Kotak Balanced Advantage Fund - Direct Growth 15830.1 CR as of 20 Dec 2024
The minimum SIP amount of Kotak Balanced Advantage Fund - Direct Growth is 100
The top stock holdings of Kotak Balanced Advantage Fund - Direct Growth are
- TREPS - 5.63%
- HDFC Bank - 5.07%
- Infosys - 3.90%
- ICICI Bank - 3.73%
- GSEC2033 - 2.76%
The top sectors Kotak Balanced Advantage Fund - Direct Growth has invested in are
- Debt - 28.31%
- Banks - 15.42%
- IT-Software - 5.66%
- Transport Infrastructure - 5.38%
- Petroleum Products - 4.08%
- Step 1: Visit the fund house website
- Step 2: Log in to your account by adding Folio No. and M-Pin
- Step 3: Click on Widhrawal > Redemption
- Step 4: Select Kotak Balanced Advantage Fund - Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Yes, You can select both SIP or Lumpsum investment of Kotak Balanced Advantage Fund - Direct Growth based on your investment objective and risk tolerance