Kotak Balanced Advantage Fund -Regular Plan - Growth Option
- Hybrid
- Dynamic Asset Allocation
- Status: Open
Historical NAV & Returns
Calculate Your Returns
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
Growth Calculator
SIP Amount
Investment Duration
Step-up
Stop comparing, start growing. Get expert-made portfolios ready for you.
Fund Overview
₹17,339.32 Cr.
₹100
₹100
INF174KA1186
1.66%
No Lock-in
Trailing Returns
View full Return AnalysisAs of September 12, 2025
Risk Analysis
View full Risk Analysis
Suitable for aggressive investments and investors with very high-risk tolerance.
About This Fund
More InformationKotak Balanced Advantage Fund -Regular Plan - Growth Option is a scheme launched by kotak Mutual Fund on August 03, 2018, and falls under the Dynamic Asset Allocation fund category. It currently manages an AUM of Rs 17,339.32 crore. The fund permits investments with a minimum SIP of Rs 100 and a lump sum of Rs 100. It charges an expense ratio of 1.66% for managing the portfolio.
Investing Strategy:
To generate capital appreciation by investing in a dynamically balanced portfolio of equity & equity related securities and debt & money market securities.
Performance:
Kotak Balanced Advantage Fund -Regular Plan - Growth Option trailing returns over different times are 2.24% (1 year), 11.16% (3 year) and 11.94% (5 year). The average annual return of this fund stands at 3.27%.
SIP Amount
Monthly SIP Date
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
+10k investors used our Suitability Test to get better returns
Frequently Asked Questions
Everything You Need To Know To Get Started With Confidence
