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

Kotak Balanced Advantage Fund -Regular Plan - Growth Option

Kotak · Balanced Advantage
Moderate
₹20.92
Current NAV
25 Jun 2026
9.5%
1Y Return
9.0%
3Y CAGR
10.0%
5Y CAGR
Add to Watchlist
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
Canara Robeco Balanced Advantage Fund - Direct Plan - IDCW Option
Canara Robeco
₹10.34 19.9%
Samco Dynamic Asset Allocation Fund - Direct Plan - IDCW Option
Samco
₹10.73 19.9%
Aditya Birla Sun Life Balanced Advantage Fund - Direct Plan - Growth Option
Aditya Birla Sun Life
₹126.93 19.8%
Helios Balanced Advantage Fund- Regular Plan-IDCW Option
Helios Balanced Advantage
₹11.35 19.8%