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Kotak Balanced Advantage Fund Regular Growth
3Regular
Growth
3 yr CAGR
+15.39%
3Regular
Growth
3 yr CAGR
+15.39%
Fund overview
Net Asset Value
₹19.812
AUM (Fund size)
15,812.67 Crore
Lock-in period
No Lock-in
Exit Load
1% in 365 days
Expense ratio
1.67%
Risk
Very High
Start your investment
Lumpsum
SIP
Amount
₹
Estimated value after 3 years
(as per historical returns)
6,958 ₹
Investment in Regular Funds are no longer available. Switch to Direct Plan of the same fund for higher returns.
Top holdings
| Holdings | Weightage |
|---|---|
| ICICI Bank Ltd | 4.16% |
| Reliance Industries Ltd | 3.62% |
| HDFC Bank Ltd | 3.51% |
| Infosys Ltd | 3.38% |
| 7.34% Govt Stock 2064 | 2.74% |
| Triparty Repo | 2.5% |
| 7.41% Govt Stock 2036 | 2.4% |
| 7.3% Govt Stock 2053 | 2.39% |
| InterGlobe Aviation Ltd | 2.35% |
| Larsen & Toubro Ltd | 1.91% |
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 |
|---|---|---|---|
| 22.70 | 15.43% | Moderately High risk | |
| 115.90 | 13.91% | Very High Risk | |
| 21.44 | 12.96% | Very High Risk | |
| 79.25 | 13.53% | Very High Risk | |
| 24.42 | 9.3% | Moderately High risk | |
| 193.01 | 13.97% | Very High Risk | |
| 48.38 | 12.55% | Moderately High risk | |
| 55.32 | 12.8% | Very High Risk | |
| 20.09 | 7.99% | Moderately High risk |
About Kotak Mahindra Asset Management Co Ltd
Kotak Mutual Fund was established in December 1998 and is a wholly-owned subsidiary of Kotak Mahindra Bank. It is one of the top asset management companies in India. Kotak Mutual Fund has Kotak Mahindra Bank Limited as the sponsor and Kotak Mahindra Trustee Company Limited as the trustee. Kotak Mahindra Asset Management Company (KMAMC) is the asset management company for Kotak Mahindra Mutual Fund.
Managers | Abhishek Bisen, Hiten Shah, Rohit Tandon |
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)
6,958 ₹
Investment in Regular Funds are no longer available. Switch to Direct Plan of the same fund for higher returns.
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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.
