Kotak Balanced Advantage Fund(G)-Direct Plan

View the regular plan of this scheme

Rs 22.101   -0.031(-0.14 %) NAV as on 30 May 2025
Prime Rating: 3.5 
Prime Recommendation: Upgrade to see

Fund type:
Hybrid
AUM (in crores):
₹ 16,987.87
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:
0.57 %
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 30 May 2025)

Performance data is not available for this scheme.