Side-by-Side Comparison

Compare up to 5 mutual funds on returns, risk, and more.

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Parameter
Kotak Balanced Advantage Fund - Regular Plan - Pay…
Kotak
1Y Return 13.7% ⭐
3Y CAGR 13.2% ⭐
5Y CAGR 14.2% ⭐
10Y CAGR 29.3% ⭐
Current NAV ₹20.92
AUM (₹ Cr) 6420
Expense Ratio 2.17% ⭐
Risk Level Moderate
Sharpe Ratio 1.37
Beta 0.97
Alpha 6.37
Min SIP ₹500
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Return Comparison