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!
INR
1000
1
Hybrid Dynamic Asset Allocation
PLAN: GROWTH TYPE : OPEN-ENDED OPTION: Growth
1 Yr return
6.2%
5 Yrs CAGR returns
NA
NAV as on 09 Jul
₹ 11.36 by 0.04 ( 0.40%)
Expense ratio
0.81
Exit load
1%
Fund Size (Cr)
₹ 2806.62
If ₹1000 invested for 1
Estimated returns*
₹ 0
with % annual returns
* 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.
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.
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| Top 10 Sectors | % |
|---|---|
| Financial | 23.74 |
| Others | 14.22 |
| Sovereign | 10.76 |
| Energy | 9.3 |
| Construction | 6.33 |
| Technology | 6.16 |
| FMCG | 5.43 |
| Chemicals | 3.22 |
| undefined | 3.14 |
| Automobile | 3.05 |
| Top 10 Sectors | % |
|---|---|
| Others | 10.32 |
| Others | 8.99 |
| Crude Oil & Natural Gas | 5.17 |
| Banking | 4.37 |
| Sovereign | 3.39 |
| Sovereign | 3.33 |
| Sovereign | 3.1 |
| Banking | 2.98 |
| Computer Software | 2.95 |
| 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 |