Kotak Balanced Advantage Fund-Reg(G)

  • NAV: 09-Jun-2026

    20.394

  • Min. SIP amount

    100.00

Return Calculator

  • Investment Amount

    500
  • Expected return rate (p.a)

    %
    1
  • Investment Period

    Yr
    1
  • Invested amount

    0

    Estimated Returns

    0

    Expected Future Value

    0

  • Lumpsum Investment Amount

  • Lumpsum Expected return rate (p.a)

    %
  • Lumpsum Investment Period

    Yr
  • Invested amount

    0

    Estimated Returns

    0

    Expected Future Value

    0

Minimum Investment Amounts

  • Min. for 1st investment

    100.00

  • Min. for 2nd investment

    100.00

  • 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)

  • Date of Incorporation

    3-Aug-18

  • 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

₹ 0

Lumpsum investment

₹ 0

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