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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.54 | 38.47 | 2.03 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.32 | 39.21 | 1.60 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 100 |
BenchmarkBenchmark |
---|
NIFTY 50 Hybrid Composite Debt 50:50 Index |
Balanced advantage funds are equity mutual funds that have equity allocation between 30% and 80% depending on the PE ratio and market valuation
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Kotak Balanced Advantage Fund | 20.08% | 13.29% | 13.07% |
HDFC Balanced Advantage Fund | 23.58% | 23.15% | 15.95% |
ICICI Pru Balanced Advantage Fund | 16.70% | 13.44% | 13.46% |
SBI Balanced Advantage Fund | 18.85% | 14.57% | 14.00% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Equity
Debt
Others
Holdings
5.07 %
Holdings
3.90 %
Holdings
3.73 %
Kotak Mahindra Asset Management Company Limited (KMAMC), a wholly owned subsidiary of Kotak Mahindra bank Limited (KMBL), is the Asset Manager for Kotak Mahindra Mutual Fund (KMMF). KMAMC has approximately 21 Lac investors in various schemes.
No.of Schemes
75
Total AUM
₹ 4,74,202.57 Cr.
Rohit Tandon
AUM: ₹27,302.63 Cr.
|
Exp: 19yrs
Hiten Shah
AUM: ₹87,163.71 Cr.
|
Exp: 8yrs
Abhishek Bisen
AUM: ₹1,24,991.72 Cr.
|
Exp: 6yrs
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
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Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%