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Kotak Balanced Advantage Fund(IDCW)
Price Chart
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.54 | 38.47 | 1.88 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.32 | 39.21 | 1.39 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| IDCW | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 100 |
| BenchmarkBenchmark |
|---|
| NIFTY 50 Hybrid Composite Debt 50:50 Index |
About Balanced Advantage Fund
Balanced advantage funds are equity mutual funds that have equity allocation between 30% and 80% depending on the PE ratio and market valuation
Peers & Comparison
HybridBalanced Advantage Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Kotak Balanced Advantage Fund(IDCW) | 17.57% | 13.20% | 12.66% |
| HDFC Balanced Advantage Fund(IDCW) | 12.40% | 14.02% | 3.55% |
| ICICI Pru Balanced Advantage Fund(M-IDCW Payout) | 10.77% | 9.24% | 8.05% |
| SBI Balanced Advantage Fund(IDCW) | 16.93% | 14.47% | 13.30% |
Price Comparison
Compare Kotak Balanced Advantage Fund(IDCW) with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Weightage
Current Holdings
Equity
Debt
Others
- ConstituentHolding Weight3M Change
- HDFC Bank Ltd3M change : -0.87 %
Holdings
5.07 %
-0.87 % - Infosys Ltd3M change : 0.37 %
Holdings
3.90 %
0.37 % - ICICI Bank Ltd3M change : 0.06 %
Holdings
3.73 %
0.06 %
AMC Profile
Kotak Mahindra Asset Management Company Limited (KMAMC), a wholly owned subsidiary of Kotak Mahindra bank Limited (KMBL), is the Asset Manager for Kotak Mahindra Mutual Fund (KMMF). KMAMC has approximately 21 Lac investors in various schemes.
No.of Schemes
75
Total AUM
₹ 4,74,047.59 Cr.
Fund Manager Profile
Rohit Tandon
AUM: ₹27,304.16 Cr.
|
Exp: 19yrs
Hiten Shah
AUM: ₹87,500.71 Cr.
|
Exp: 8yrs
Abhishek Bisen
AUM: ₹1,25,204.80 Cr.
|
Exp: 6yrs
Manager Performance (0)
Tax Implications
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Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
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Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%