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Kotak Balanced Advantage Fund Direct Growth
4Direct
Growth
3 yr CAGR
+11.9%
4Direct
Growth
3 yr CAGR
+11.9%
Fund overview
Net Asset Value
₹17.385
AUM (Fund size)
15,049.58 Crore
Lock-in period
No Lock-in
Exit Load
1% in 365 days
Expense ratio
0.5%
Risk
High
Start your investment
Lumpsum
SIP
Amount
₹
Estimated value after 3 years
(as per historical returns)
2.23 Lakhs ₹
Min investment of ₹1,000 required
Top holdings
| Holdings | Weightage |
|---|---|
| Cash Offset For Derivatives | 22.51% |
| Triparty Repo | 8.7% |
| HDFC Bank Ltd | 7.86% |
| 8.51% Govt Stock 2033 | 4.95% |
| Cnx Nifty-Sep2023 | 4.46% |
| ICICI Bank Ltd | 3.47% |
| Adani Port and Special Economic Zone Ltd.-SEP2023 | 3.11% |
| Adani Ports & Special Economic Zone Ltd | 3.08% |
| 7.41% Govt Stock 2036 | 3% |
| HDFC Bank Ltd.-SEP2023 | 2.84% |
Calculate returns
Monthly (SIP)
One-Time
₹
yrs
₹4,000 invested monthly becomes ₹0 in a period of 20 years
Top Sectors
Related Funds
| Fund | NAV | 3yr Returns | Risk |
|---|---|---|---|
| 20.10 | 13.1% | Very High Risk | |
| 44.72 | 16.78% | Very High Risk | |
| 92.27 | 16.49% | Very High Risk | |
| 39.11 | 10.46% | Moderately High risk | |
| 17.23 | 13.93% | Moderately High risk | |
| 63.60 | 16.3% | High Risk | |
| 153.63 | 16.15% | High Risk | |
| 24.48 | 11.43% | Moderate Risk | |
| 22.44 | 32.48% | Very High Risk |
About Kotak Mahindra Asset Management Co Ltd
Kotak Mahindra Mutual Fund is a part of the Kotak Group established in 1985 by Mr. Uday Kotak. Kotak Mahindra Asset Management Company (KMAMC) is the asset manager for Kotak Mahindra Mutual Fund (KMMF). KMAMC started its operations in 1998.
Managers | Harish Krishnan, Abhishek Bisen, Hiten Shah, Arjun Khanna |
Custodians | Deutsche Bank AG |
Address | Kotak Mahindra Asset management Company Limited 2nd Floor, 12-BKC, Plot No C-12 |
Fax Nos. | +91 22 67082213 |
Telephone Nos. | +91 22 61152100 |
Homepage | www.kotakmf.com |
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Start your investment
Lumpsum
SIP
Amount
₹
Estimated value after 3 years
(as per historical returns)
2.23 Lakhs ₹
Min investment of ₹1,000 required
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Frequently Asked Questions
What are Balanced/Hybrid funds?
Hybrid funds are mutual funds in which the fund manager allocates your money in both equity and debt in a certain ratio. The ratio is decided when the fund is announced and it remains constant throughout.
Who should invest in a Balanced/hybrid fund?
Balanced funds are suitable for a medium-term horizon and are ideal for investors who are looking for a mixture of safety, income and modest capital appreciation
Who should invest in a Balanced/hybrid fund?
Balanced funds are suitable for a medium-term horizon and are ideal for investors who are looking for a mixture of safety, income and modest capital appreciation
What is a lock-in period?
It is the period for which your money will remain locked in the mutual fund. Most mutuals do not have any lock-in period. ELSS, Tax-Savers, come with a lock-in of 3 years which is the lowest compared to other 80C investment options. Lock-in period is calculated from the date of investment. Meaning SIPs will have different lock-in dates
Is KYC necessary for BLACK?
KYC is necessary for all fund houses. If you are investing through BLACK, you need to do your KYC just once. The same KYC will be used for all further investments.
What is a Mandate (Auto-SIP)?
A Mandate is a one-time registration through which you instruct your bank account to deduct a specified amount of money from your account daily towards investing into a SIP portfolio. Once you register for Mandate, you don’t have to follow the payment process every time you invest in the SIP.
