Kotak Balanced Advantage Fund(G)-Direct Plan
View the regular plan of this scheme
Rs 22.504 0.061(0.272 %) NAV as on 27 Jun 2025
Prime Rating:
3.5
Prime Recommendation:
Upgrade to
see
Fund type:
Hybrid
AUM (in crores):
₹ 17,342.95
Fund category:
Balanced Advantage
Fund manager(s):
Rohit Tandon, Hiten Shah, Abhishek Bisen
Benchmark:
NIFTY 50 Hybrid Composite Debt 50:50 Index
Minimum investment:
₹
100
Launch date:
03 Aug 2018
Min. additional investment:
₹ 100
Expense ratio:
0.56 %
Exit load:
Nil upto 8% of investment and 1% for remaining investment on or before 1Y, Nil after 1Y
Scheme Objective: The investment objective of the scheme is to generate capital appreciation by investing in adynamically balanced portfolio of equity & equity related securities and debt & money marketsecurities.
Performance (As on 27 Jun 2025)
Performance data is not available for this scheme.