I have been using cleartax for investment from last 3 years ! Very effective and easy to use !
Kotak Balanced Advantage Fund Regular Growth
3Regular
Growth
3 yr CAGR
+20.2%
3Regular
Growth
3 yr CAGR
+20.2%
Fund overview
Net Asset Value
₹14.799
AUM (Fund size)
14,279.84 Crore
Lock-in period
No Lock-in
Exit Load
1% in 365 days
Expense ratio
1.68%
Risk
Moderately High
Start your investment
Lumpsum
SIP
Amount
₹
Estimated value after 3 years
(as per historical returns)
8,683 ₹
Investment in Regular Funds are no longer available. Switch to Direct Plan of the same fund for higher returns.
Top holdings
| Holdings | Weightage |
|---|---|
| Cash Offset For Derivatives | 15.27% |
| 7.42 9/22/2033 12:00:00 Am | 5.96% |
| HDFC Bank Ltd | 4.02% |
| 5.74 11/15/2026 12:00:00 Am | 3.56% |
| Triparty Repo | 3.31% |
| Reliance Industries Ltd | 3.25% |
| ICICI Bank Ltd | 3.13% |
| Infosys Ltd | 2.76% |
| Adani Port and Special Economic Zone Ltd.-MAR2023 | 2.67% |
| Adani Ports & Special Economic Zone Ltd | 2.65% |
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 |
|---|---|---|---|
| 57.12 | 22.67% | High Risk | |
| 15.64 | 21.72% | Moderately High risk | |
| 136.61 | 19.54% | High Risk | |
| 81.74 | 22.1% | Very High Risk | |
| 34.87 | 15.37% | Moderately High risk | |
| 39.53 | 20.63% | Very High Risk | |
| 21.68 | 14.49% | High Risk | |
| 15.09 | 13.98% | Moderately High risk | |
| 15.75 | 12.22% | 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 |
See what our clients have to say
Great investing experience! Contacted the support with queries.. Got immediate response and all my doubts clarified. Will definitely recommend ClearTax to friends
I am new to investments and got all the information I need on your website. The suggestions for mutual fund investments and tax savings are great.
Start your investment
Lumpsum
SIP
Amount
₹
Estimated value after 3 years
(as per historical returns)
8,683 ₹
Investment in Regular Funds are no longer available. Switch to Direct Plan of the same fund for higher returns.
Why Invest with ClearTax
Choose from best funds
Invest in hand-picked top performing Mutual funds
Bank graded security
Data security is our top priority. 128 Bit Bank Grade SSL. ISO 27001 DC.
Easy to invest
Sign up and start investing online within minutes.
Easy to withdraw
Withdraw anytime in 1-click with no paperwork needed
Easy to track
Track / monitor your investments 24*7 on your dashboard
Instant investment proof
Get your 80C investment proof instantly and submit to HR.
3 easy steps to complete your investment
Complete the entire investment process in just three simple steps and enjoy your returns.
Select the amount to invest
Choose from 200+ mutual funds catered for you
Enter personal details
Complete your KYC and get registered
Pay and your are done!
Checkout and see your money grow
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.
