Kotak Balanced Advantage Fund - Regular (IDCW)

Growth | Dividend | Switch To Best Scheme
19.8120
Chg: -0.14(-0.70%)
Buy Sell SIP
52 week Low
17.96
52 week High
20.46
Expense Ratio(%)
0
AUM(Rs.Cr)
16,542.18
Exit Load(%)
-
Min Investment
100
1Y return
9.32%
3Y return
11.65%
5Y return
15.13%
Since Inception
10.69%
Fund Category
-
Benchmark
Nifty 50
Fund Manager Rohit Tandon
Inception Date 03 Aug 2018
Scheme vs Benchmark

Compares the scheme's return versus the benchmark index.

Scheme Vs Benchmark
9.32%
Rating

Ratings are on a scale of 1 to 5 stars.

Rating
Risk

Indicates the likely risk associated to the investment.

Risk
-
Return Grade

Rates the actual returns.

Return Grade
-
Consistency

Highlights the recent performance in the last few years.

Consistency

Scheme Details

Check out for various schemes broadly classified into four different segmentation’s.

Rs. 1 Lac Invested would be worth
Fund Name 3 Months 6 Months 1 Year 3 Years 5 Years
No data available
Statistic Fund(%) Index(%)
No data available

Return Calculator

The Rate of Return also known as the Return of Investment is the basic fundamental ratio of calculating returns for any gains or yearly income. The Return Calculator lets you calculate your proxy returns using various combinations across different mutual funds and time frame.

If I had made
investment of  
in
Months Ago
My investment would be worth 1,31,411.04 with a Gain of 31.81%

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MF Portfolio

Check out the summarised asset allocation along with detailed holdings of stocks in case of Equity fund.

Asset Allocation
Created with Highstock 5.0.7Slice 0.00%
Top Holdings
Top Holdings Value (Rs. Cr) Hold %
- undefined -
Sector Allocation
0

Peer Schemes

A quick glance on how the peer funds have performed along with key data.


Nippon India Taiwan Equity Fund (IDCW)
9.49
Chg 0.37 ( 4.05 )
Expense Ratio
0%
1Yr % Return
-8.73%
AUM (Rs.Cr)
275.0402
Min Inv.
500
BUY SELL
Nippon India Taiwan Equity Fund (G)
9.49
Chg 0.37 ( 4.05 )
Expense Ratio
0%
1Yr % Return
-8.73%
AUM (Rs.Cr)
275.0402
Min Inv.
500
BUY SELL
Mirae Asset NYSE FANG+ ETF Fund of Fund (G)
24.38
Chg 0.91 ( 3.86 )
Expense Ratio
0.44%
1Yr % Return
23.31%
AUM (Rs.Cr)
1,737.8536
Min Inv.
5,000
BUY SELL
Invesco India-Invesco GCT Fund of Fund (G)
8.29
Chg 0.26 ( 3.20 )
Expense Ratio
0%
1Yr % Return
12.90%
AUM (Rs.Cr)
239.8716
Min Inv.
1,000
BUY SELL
Tata Nifty India Tourism Index Fund - Reg (IDCW) RI
10.25
Chg -0.37 ( -3.49 )
Expense Ratio
1.05%
1Yr % Return
%
AUM (Rs.Cr)
279.5313
Min Inv.
5,000
BUY SELL
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