Kotak Balanced Advantage Fund (G) Mutual fund

Kotak Balanced Advantage Fund (G)

Q: How to Invest in Kotak Balanced Advantage Fund - Regular 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 - Regular good?

The Kotak Balanced Advantage Fund - Regular has an AUM of ₹16751.58 Cr as on 12/4/2024. The scheme has delivered CAGR returns for the past 3 years against a category average of 12.47%. The risk is Very High against the category average of 42.27.

Q: Is Kotak Balanced Advantage Fund - Regular 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 - Regular?

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

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

The expense ratio of Kotak Balanced Advantage Fund - Regular is 1.65%.

Hybrid

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Dynamic Asset Allocation

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Fund Details

Current NAV

₹20.14

Expense Ratio

1.65%

Min SIP

₹100

Fund Size

₹16752Cr

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

2.11%

Beta

0.48

Sharpe Ratio

0.6273

Risk

6.33%

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 - Regular through Rupeezy?

Q2. Is Kotak Balanced Advantage Fund - Regular good?

Q3. Is Kotak Balanced Advantage Fund - Regular tax free?

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

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

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