Kotak Balanced Advantage Fund Regular Growth is a Dynamic Asset Allocation mutual fund scheme from Kotak Mahindra Asset Management Co Ltd. The fund was launched on 3 August 2018 and is managed by Abhishek Bisen, Rohit Tandon, and Hiten Shah. As of 15 October 2026, the fund has an AUM of ₹16,618.36 Cr and its latest NAV is ₹20.49. The fund has a Very High Risk risk rating.
The fund allows minimum SIP of ₹100 and lumpsum investment starting from ₹100.
The fund primarily invests in Financial Services, Consumer Cyclical, and Industrials and its top holdings include 7.34% Govt Stock 2064, ICICI Bank Ltd, State Bank of India, Reliance Industries Ltd, and HDFC Bank Ltd. The fund has delivered -1.4% returns over the last 1 year, 7.5% annualised returns over 3 years, 6.9% annualised returns over 5 years, and 9.1% annualised returns since inception.
Kotak Balanced Advantage Fund Regular Growth may be suitable for investors looking for Dynamic Asset Allocation and who are comfortable with Very High Risk risk.






