Home› Funds› Kotak Balanced Advantage Fund -Regular Plan - Grow

Kotak Balanced Advantage Fund -Regular Plan - Growth Option

Kotak · Balanced Advantage
Moderate
₹20.82
Current NAV
03 Nov 2026
-0.7%
1Y Return
8.5%
3Y CAGR
7.5%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Very large asset base (AUM: ₹11,500 Cr) indicating high investor trust and liquidity.
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Balanced Advantage mandate.
Cons / Risks
  • Returns are subject to standard market fluctuations and interest rate risks.
  • No indexation benefits under current tax laws for short holding periods.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Moderate Risk
Low Moderate High Very High
Risk Metrics
0.95
Sharpe Ratio
0.55
Beta
-2.05
Alpha
1.19
Sortino
Fund Details
Fund House Kotak
Category Balanced Advantage
AUM ₹11500 Cr
Expense Ratio 1.75%
Min SIP ₹500
Min Lumpsum ₹1000
SIP Calculator Compare Funds
Similar Funds in Balanced Advantage
The Wealth Company Balanced Advantage Fund - Direct Growth
The Wealth Company Balanced Advantage
₹9.69 19.6%
The Wealth Company Balanced Advantage Fund - Regular Growth
The Wealth Company Balanced Advantage
₹9.55 17.4%
The Wealth Company Balanced Advantage Fund - Regular IDCW
The Wealth Company Balanced Advantage
₹9.55 13.6%
Nippon India Balanced Advantage Fund - Direct Plan Growth Plan - Bonus Option
Nippon India
₹9.68 11.6%