Kotak Balanced Advantage Fund - Regular (IDCW)

Kotak Balanced Advantage Fund - Regular (IDCW)

Moderately HighEquityHybrid
Not Rated
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Scheme Details

1.68%

Expense Ratio

₹16,752 cr

Fund Size

₹1,000

Minimum Lumpsum

₹1,000

Minimum SIP

Performance

1y
3y
5y
All
Annualized Returns
18.88%
12.3%
12.72%
11.76%
Benchmark Returns
-
-
-
-
Rank Within Category
-
-
-
-

Peer Comparison

Fund Name
Kotak Balanced Advantage Fund - Regular (IDCW)
18.88%
S
Sundaram Emerging Small Cap Series III - Dir (G)
16.36%
S
Sundaram Emerging Small Cap Series II - Dir (G)
4.82%
S
SBI PSU Fund - Direct (G)
48.18%
A
Aditya Birla SL PSU Equity Fund - Direct (G)
38.32%

Holdings

Holdings
Sector Wise
Canara Bank
0.75%
S A I L
0.72%
Godrej Consumer
0.68%
Hind. Unilever
0.67%
HDFC Life Insur.
0.65%

Fund Manager

A
Abhishek Bisen
H
Harish Krishnan
A
Arjun Khanna