Kotak Balanced Advantage Fund-Reg(G)
Kotak Balanced Advantage Fund-Reg(G)
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NAV: 09-Jun-2026
₹20.394
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Min. SIP amount
₹100.00
Return Calculator
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Investment Amount
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Expected return rate (p.a)
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Investment Period
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Invested amount
₹0
Estimated Returns
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Expected Future Value
₹0
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Lumpsum Investment Amount
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Lumpsum Expected return rate (p.a)
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Lumpsum Investment Period
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Invested amount
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Estimated Returns
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Expected Future Value
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Minimum Investment Amounts
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Min. for 1st investment
₹100.00
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Min. for 2nd investment
₹100.00
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Min. for SIP
₹100.00
Returns
| 1Y | 3Y | 5Y | |
|---|---|---|---|
| Fund returns | -0.51 % | 0.00 % | 0.00 % |
| 1Y | 3Y | 5Y | |
|---|---|---|---|
| Fund returns | -0.51 % | 0.00 % | 0.00 % |
Expense ratio, exit load and tax
Expense ratio: 1.65% (Inclusive of GST)
Exit load: 1 %
Stamp duty: 0.0005%
Exit load Remark: Nil upto 8% of investment and 1% for remaining investment on or before 1Y, Nil after 1Y
Tax implication: NA
Fund house
Kotak Balanced Advantage Fund-Reg(G)
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Date of Incorporation
3-Aug-18
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Total AUM
₹16,988Cr
Kotak Balanced Advantage Fund-Reg(G) is a Mutual Fund Scheme Launched by Kotak Mahindra Asset Management Company Limited . This scheme was launched on 03-Aug-18 . This fund is currently managed by Rohit Tandon and Hiten Shah . The fund currently has an Asset Under Management (AUM) of 16,988 Cr. Kotak Balanced Advantage Fund-Reg(G) is rated as Very High Risk. Minimum SIP investment in this fund is Rs. 100.00 .
Kotak Balanced Advantage Fund-Reg(G)
Monthly investment
Lumpsum investment
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