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Kotak Balanced Advantage Fund -Regular Plan - Growth Option Kotak Balanced Advantage Fund -Regular Plan - Growth Option

Kotak Balanced Advantage Fund - Investment Information

  • ₹19.69 (1.12%)

    Current NAV 22-11-2024

  • 18.65%

    Returns

  • Min. SIP ₹100

    Min. Investment ₹100

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Overview Returns Risk Portfolio Investment Details Fund Suitability Test Fund Suitability Test

Investment Objective

The scheme seeks to generate capital appreciation by investing in a dynamically balanced portfolio of equity & equity related securities and debt & money market securities.

Basic Details

Key Information About Investing Details.

Investment Details

Check the Fund’s General Information

  • Fund size16985.59 Cr.
  • Min. Investment₹ 100
  • Min. Sip Inv.₹ 100
  • Min. Addl Inv.₹ 100
  • Expense Ratio1.65%
  • Turn over285.96%
  • Exit LoadExit load for units in excess of 8% of the investment,1% will be charged for redemption within 365 days

Fund Managers

Details of Managers and their Experience

Harsha Upadhyaya-manager-image
Harsha Upadhyaya

Fund Manage : 11

Total AUM. : ₹139,411 Cr.

Abhishek Bisen-manager-image
Abhishek Bisen

Fund Manage : 33

Total AUM. : ₹0 Cr.

Hiten Shah-manager-image
Hiten Shah

Fund Manage : 4

Total AUM. : ₹54,601 Cr.

Arjun Khanna-manager-image
Arjun Khanna

Fund Manage : 24

Total AUM. : ₹169,639 Cr.

AMC Office Information

Registered Office of Mutual Fund Company

  • AMCKotak Mutual Fund
  • Emailfundaccops@kotakmutual.in
  • Office No022-61152100
  • Websitehttps://www.kotakmf.com
  • AddressKotak Mahindra Asset management Company 2nd Floor, 12-BKC, Plot No C-12, G Block, BKC, Bandra (East), Mumbai - 400 051
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  • Conservative investment styleConservative

Frequently Asked Questions

What is a mutual fund?

In simple words, a fund is an investor’s safety deposit much like in earlier times when people used to store their savings into a bag of rice, in today’s times that bag has come with a new name that is the Mutual Fund.

What are the benefits of investing in funds?

Investing allows us with an opportunity to earn higher returns on our investment with minimal risks. It grows the capital invested in the long-term and provides a systematic way to secure one’s future.

Do mutual funds generate income?

Investing in funds is a great way to build capital. Long-term investments have proven to be a successful tool to create generational wealth. Deep analysis of the market and risk tolerance can help investors to earn good returns and generate income as well.

How many types of mutual funds are there?

There are several types of funds such as: • Equity funds, primary investment in stocks and equity shares. Subcategories include large-cap, mid-cap, small-cap funds. • Debt funds • Money market funds • Hybrid funds • Specialized funds

Who gets your money in mutual funds?

The income generated on the funds is the interest gained on the invested amount which is fairly distributed among the investors.

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