Kotak Balanced Advantage Fund (G) Mutual fund

Kotak Balanced Advantage Fund (G)

Q: How to Invest in Kotak Balanced Advantage Fund through Rupeezy?

Go to the Rupeezy App Click on the Explore tab on the lower navigation bar. Select the category of funds, e.g., Equity - Large Cap or any other. View and compare all funds in the category on a Risk-Return graph. Select the fund you want to invest in. Choose Lumpsum or SIP. Select Investment Amount & make payment using UPI or Net Banking.

Q: Is Kotak Balanced Advantage Fund good?

The Kotak Balanced Advantage Fund has an AUM of ₹15812.67 Cr as on 4/1/2025. The scheme has delivered CAGR returns for the past 3 years against a category average of 9.75%. The risk is Very High against the category average of 32.19.

Q: Is Kotak Balanced Advantage Fund tax free?

Mutual fund taxation depends on the scheme type and investment holding period. Taxation on hybrid funds: If equity allocation is 65% or above: STCG of 20% is applicable if units are sold within one year of purchase. For units sold after one year of purchase, LTCG of 12.5% is levied on gains above ₹1.25 lakhs in a financial year. If debt allocation in a hybrid fund is 65% or more, gains are added to income and taxed as per slab rate irrespective of the holding period.

Q: What is the lock-in period of Kotak Balanced Advantage Fund?

There is no lock-in period applicable on Kotak Balanced Advantage Fund.

Q: What is the expense ratio of Kotak Balanced Advantage Fund?

The expense ratio of Kotak Balanced Advantage Fund is 1.67%.

Hybrid

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Dynamic Asset Allocation

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Fund Details

Current NAV

₹19.24

Expense Ratio

1.67%

Min SIP

₹100

Fund Size

₹15813Cr

Min Investment

₹100

Lock In

Scheme Information Document

Exit load: For redemption/switch out of upto 8% of the initial investment amount (limit) purchased or switched in within 1 year from the date of allotment: Nil. 1.00% - If units redeemed or switched out are in excess of the limit within 1 year from the date of allotment. Nil - If units are redeemed or switched out on or after 1 year from the date of allotment.

Fund Performance

Alpha

1.12%

Beta

0.52

Sharpe Ratio

0.3876

Risk

7.21%

Above numbers are based upon past 3 years

Returns Calculator

Holding Pattern

Riskometer

Peer Comparison

Fund Management

Fund House Details

Kotak Balanced Advantage Fund (G) FAQs

Q1. How to Invest in Kotak Balanced Advantage Fund through Rupeezy?

Q2. Is Kotak Balanced Advantage Fund good?

Q3. Is Kotak Balanced Advantage Fund tax free?

Q4. What is the lock-in period of Kotak Balanced Advantage Fund?

Q5. What is the expense ratio of Kotak Balanced Advantage Fund?

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