Compare Mutual Funds
Kotak Balanced Advantage Fund
HybridDynamic Asset Allocation
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Risk
Very High
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Rating
3.0
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Min SIP Amount
₹100
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Expense Ratio
1.88
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NAV
₹22.11
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Fund Started
13 Jul 2018
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Fund Size
₹16618.36 Cr
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Exit Load
Exit load for units in excess of 8% of the investment,1% will be charged for redemption within 180 days
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1 Year
-3.94%
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3 Year
7.38%
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5 Year
6.78%
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Equity
63.35%
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Cash
16.36%
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Top 10 Holdings
Name | Assets |
|---|---|
ICICI Bank Ltd. | 4.93% |
State Bank of India | 3.64% |
Reliance Industries Ltd. | 3.36% |
HDFC Bank Ltd. | 3.16% |
Bharti Airtel Ltd. | 2.38% |
Larsen & Toubro Ltd. | 1.99% |
Bajaj Finance Ltd. | 1.75% |
Solar Industries India Ltd. | 1.67% |
Ultratech Cement Ltd. | 1.55% |
Infosys Ltd. | 1.48% |
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Name
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Start Date
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Description
The scheme seeks to generate capital appreciation by investing in a dynamically balanced portfolio of equity & equity related securities and debt & money market securities.
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Launch Date
13 Jul 2018
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