Side-by-Side Comparison

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

1/5 funds selected
Parameter
Kotak Balanced Advantage Fund -Direct Plan -Payou…
Kotak
1Y Return 13.7% ⭐
3Y CAGR 13.2% ⭐
5Y CAGR 14.2% ⭐
10Y CAGR 30.3% ⭐
Current NAV ₹22.93
AUM (₹ Cr) 14520
Expense Ratio 0.37% ⭐
Risk Level Moderate
Sharpe Ratio 1.97
Beta 0.97
Alpha 1.97
Min SIP ₹500
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Return Comparison