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Kotak Balanced Advantage Fund Direct Growth

Hybrid

  

Balanced Advantage

NAV

9.52 -0.007

as on (08 Apr, 2020)

RETURNS

%

Fund Type

Open Ended

Investment Plan

Growth

Expense Ratio

0.99 %

Benchmark

IISL Nifty 50 TR INR

Asset Size

3845.18 Cr.

(As of 30 Apr, 2019)

Risk

Moderately High

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.

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Fund manager

Harish Krishnan

(since 03 Aug, 2018)

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

Reliance Industries Ltd

4.62 %

National Bank For Agriculture And Rural Development

4.43 %

HDFC Bank Ltd

3.26 %

Infosys Ltd

2.96 %

Sector Allocation

About the Scheme Type

Balanced Advantage

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.

Ratings

This fund is rated 0 stars by Morning Star Ratings.

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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.