Rating : N/A
Kotak Balanced Advantage Fund Direct Growth
Balanced Advantage
Fund Type
Open Ended
Investment Plan
Growth
Expense Ratio
1%
Asset Size
9379.77 Cr.
(As of 30 Jun, 2021)
Benchmark
IISL Nifty 50 TR INR
Riskometer
Investors understand that their principal will be at High Risk.
Objective
The investment objective of the scheme is to generate capital appreciation by investing in a dynamically balanced portfolio of equity & equity related securities and debt & money market securities.
Fund manager
Harish Krishnan
Exit load
1 %
(If redeemed within 365 days)Minimum sip
₹100
Minimum investment
₹1000
Top Holdings
This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.
Company
Assets
Kotak Liquid Dir Gr
10.63%
ICICI Bank Ltd
3.88%
GOVT STOCK
3.71%
Adani Port and Special Economic Zone Ltd.-JUN2021
3.27%
Sector Allocation
About the Scheme Type
Balanced Advantage Funds are open ended dynamic asset allocation funds which dynamically invest in the debt and equity part of the corpus as per the market conditions. The waythis works is if the market is very high or overvalued, they’ll have lower equity exposure and if the market is undervalued or rightly-priced, they’ll increase their equity exposure. The fund aims to benefit from the market fluctuations and give attractivereturns to the investors.
Ratings
This fund is rated 0 stars by Morning Star Ratings.
N/A
Overview of Kotak Mahindra Asset Management Co Ltd
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). Kotak Mutual Fund started operations in December 1998 and has approximately 7.5 Lac investors in various schemes. Kotak Mutual Fund offers schemes catering to investors with varying risk - return profiles and was the first fund house in the country to launch a dedicated gilt scheme investing only in government securities. The company is present in 80 cities and has 84 branches.
Vision of Kotak Mutual Fund – Kotak Mutual Fund envisions to be a responsible player in the Indian mutual fund space, offering best in class products across investor lifecycle. We, at Kotak Mutual Fund, strive hard to deliver consistent performance over the benchmark across all our products, thereby creating customer satisfaction. Our 12 years of existence, offering a broad range of investment products across asset classes with varying risk parameters that cater to needs of various customer segments, have enabled us to garner trust of over 10 lac investors.