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Kotak Balanced Advantage Fund Direct - Growth Kotak Balanced Advantage Fund Direct - Growth Kotak Balanced Advantage Fund Direct - Growth Kotak Balanced Advantage Fund Direct - Growth - Get latest updates on NAV, Dividends, Returns, Performance, Risks & Portfolio. Invest now! Paisabazaar INR 1000 1

Hybrid Dynamic Asset Allocation

PLAN: GROWTH TYPE : OPEN-ENDED OPTION: Growth

1 Yr return

9.21%

5 Yrs CAGR returns

NA

NAV as on 03 Feb

₹ 11.89 by 0.04 ( 0.95%)

Expense ratio

0.68

Exit load

1%

Fund Size (Cr)

₹ 2806.62

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Performance Graph*
Returns Calculator
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If ₹1000 invested for 1

Estimated returns*

₹ 0

with % annual returns

Direct Funds
Estimated amount
₹ 10,27,000
Regular Funds
Estimated amount
₹ 9,91,000

* The calculator, based on assumed rate of returns, is meant for illustration purposes only.More

The calculations are not based on any judgments of the future return and should not be construed as promise on minimum returns. Information gathered and material used in this calculator is believed to be from reliable sources. Paisabazaar however does not warrant the accuracy, reasonableness and/or completeness of any such information. While utmost care has been exercised while preparing the calculator, Paisabazaar does not warrant the completeness or guarantee that the achieved computations are flawless and/or accurate and disclaims all liabilities, losses and damages arising out of the use or in respect of anything done in reliance of the calculator.

investment objective

The scheme seeks to generate capital appreciation by investing in a dynamically balanced portfolio of equity & equity related securities and debt & money market securities.

Tax Implications

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

riskometer
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Others 125.17
Technology 34.63
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Energy 32.93
Construction 22.09
FMCG 20.87
Automobile 10.11
Chemicals 9.85
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Top 10 Sectors %
Others 21.17
Others 19.82
Others 15.74
Others 13.94
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Fund house details
Fund House Kotak Mutual Fund
Fund Manager Arjun Khanna
Fund Setup Date 13 Jul 2018
Address 27 BKC, C-27, G Block, Bandra Kurla Complex, Bandra (E)
Contact 022-61152100, 1800222626
Email ID mutual@kotak.com