Dynamic Asset Allocation or Balanced Advantage : Fund has 65.48% investment in indian stocks of which 43.75% is in large cap stocks, 9.38% is in mid cap stocks, 4.04% in small cap … Scheme Return calculated on the basis of scheme NAV; Returns for PPF, FD, Gold are based on publicly available information. Also … ONLY 30% , YOU CAN INVEST. Find out Kotak Balanced Advantage Fund - Regular Plan asset allocation, Kotak Balanced Advantage Fund - Regular Plan NAV range, Kotak Balanced Advantage Fund … Kotak Balanced Advantage Fund - It's Automatic!, Presented By Harish Krishnan, Fund Manager Equity. If the fund size is too small than fund may not get enough resources to put into research and management. Once you invest in a mutual fund(s), the managers of the fund invest your money in stocks and bonds. These mutual funds invest in both Stocks and Debt/Bonds. AUM. For example, if fund A and fund B both have 3-year returns of 15%, and fund A has a Sharpe ratio of 1.40 and fund B has a Sharpe ratio of 1.25, you can chooses fund A, as it has given higher risk-adjusted return. Mr. Hiten Shah has been managing the fund … Mr. Harish Krishnan and Mr. Abhishek Bisen have been managing the fund since 03/08/2018. Dynamic Asset Allocation or Balanced Advantage : Dynamic Asset Allocation or Balanced Advantage. Mutual Fund NAV is the per unit latest value of all such stocks/bonds held in the portfolio, This shows how fund has historically performed compared to other funds in the category. About Kotak Balanced Advantage Fund The investment objective of the scheme is to generate capital appreciation by investing in a dynamically balanced portfolio of equity & equity related … So you can say that there is a higher chance that Fund A will continue giving similar returns in future also whereas Fund B returns may vary. money market instruments while managing risk through Open Ended. Fund Size. Category Rank. Invest now with Kotak Mutual Fund BALANCE , PL DEPOSIT IN SECURED GOVT SCHEMES. For example, if fund A and fund B both have 3-year returns of 15%, and fund A has a Treynor's ratio of 1.40 and fund B has a Treynor's ratio of 1.25, then you can chooses fund A, as it has given higher risk-adjusted return. Scheme Return calculated on the basis of scheme NAV; Returns for PPF, FD, Gold are based on publicly available information. NIFTY 50 Hybrid Composite Debt 50:50 Index 2. Lower value indicates more predictable performance. Back. If Fund A and Fund B has given 9% returns in last 3 years, but Fund A standard deviation value is lower than Fund B. If number of stars are higher then relative performance was better. Let's take an example, a mutual fund was priced (NAV) at Rs 100 one year back and fund gave 20% returns in last 1 year. NIFTY 50 Hybrid Composite Debt 50:50 Index, ## Risk rate assumed to be NA (FBIL Overnight MIBOR rate as on NA). The Scrollbar at the bottom allows user to select range in which he wishes to view the plot. Kotak Balanced Advantage Fund Direct - Growth is a Balanced mutual fund scheme from Kotak Mahindra Mutual Fund. Fund Manager. Returns >= 1 year: CAGR (Compounded Annualised Growth Rate). Past performance may or may not be sustained in the future. VIP or Value averaging investment plan works on a principal that, you should invest more when markets are going down and should invest less when markets are at the peak. Mr. Abhishek has been associated with the company since October 2006 and his key responsibilities include fund management of debt schemes. Click here to glance through Peer Comparison Returns - Risk charts of Kotak-Balanced-Advantage-Fund-Regular-(D). Kotak Balanced Advantage *Performance (%) (as on 27th November, 2020) Since Inception Last 1 Year Last 3 Years Last 5 Years Scheme Inception date is 03/08/2018. Source: AMFI website, PPF, RBI and MCX Automatic: A fund that gives you freedom from managing equity and debt allocation manually during the market ups and down, giving you a balanced growth. Copyright 2021 Kotak Asset Management. Returns >= 1 year: CAGR (Compounded Annualised Growth Rate). Kotak Balanced Advantage Fund Direct - Growth is a Balanced mutual fund scheme from Kotak Mahindra Mutual Fund. Dividends declared from benchmark's constituents isn't taken into account when comparing with investment in scheme's dividend plans. Kotak Balanced Advantage Fund -regular Plan - Growth Hybrid Generate Income and create wealth. All payouts during the period have been reinvested in the units of the scheme at the then prevailing NAV. Different plans have different expense structure. You can add only funds from same category for comparison. Kotak Advantage Multiplier Fund II (ULIF-026-21/04/06-ADVMULFND2-107) Monthly Update August 2020 If you had invested` Balanced Advantage. Unlike other investment avenue referred above, investments in Mutual Funds are subject to market risks. i.e. KOTAK BALANCED ADVANTAGE FUND Mutual Fund Units involve investment risks including the possible loss of principal. Kotak Balanced Advantage Fund-Reg(G) – Explore latest information and updates on Kotak Balanced Advantage Fund-Reg(G) including performance, dividends, portfolio, investment … The Fixed deposit interest rate is based on RBI rate (https://rbi.org.in/) Performance charts for Kotak Balanced Advantage Fund (KOBADDD) including intraday, historical and comparison charts, technical analysis and trend lines. Kotak Balanced Advantage Fund Regular Dividend is a Dynamic/Asset Allocation Mutual Fund Scheme launched by Kotak Mahindra Mutual Fund.This scheme was made available to investors on 03 Aug 2018.Abhishek Bisen, Deepak Gupta, Harish Krishnan is the Current Fund Manager of Kotak Balanced Advantage Fund Regular Dividend fund.The fund currently has an Asset Under Management(AUM) of … Kotak Balanced Advantage Fund. Mr. Harish Krishnan and Mr. Abhishek Bisen have been managing the fund since 03/08/2018. It is calculated by subtracting the risk-free return, defined as an Indian Government Bond, from the fund's returns, and then dividing by the standard deviation of returns. So if you have invested 10000 and expense ratio is 2%, you would have paid rupees 200 as fees to invest in mutual funds. XIRR helps in calculating return on investments given an initial and final value and a series of cash inflows and outflows and taking the time of investment into consideration. Copyright © e-Eighteen.com Ltd. All rights reserved. FD. Uses a 2-factor model using Trend/Sentiment Data and Trailing NIFTY 50 P/E to make the most of ‘Buying Low and Selling High’ investment mantra; The model measures the future of market conditions and removes behavioural & emotional biases from investing; NAV is nothing but the unit price for the fund. For performance in SEBI format please refer performance section. While amount invested in traditional investment avenue has the highest safety for Principal invested, there is no assurance or guarantee of future performance of the scheme. Balanced Advantage. If 1M CHANGE column value is 4% for that stock then it means, fund has increased its holding from 1% in previous month by 4% and now current holding is 5%. Kotak Balanced Advantage Fund - Regular Plan - Rediff Money - India's leading finance site for latest share prices, mutual funds, nifty futures and … This scheme was launched on 03 Aug 2018 and is currently managed by its fund managers Hiten Shah, Harish Krishnan and Abhishek Bisen. AS A RETIREE , I DONT ADVISE YOU TO INVEST IN MF FULL. | He is responsible for managing Kotak Equity Arbitrage Fund. Mr. Arjun Khanna has been managing the fund since 09/05/2019. Source: Internal Analysis. Rating. TRI Total Return Index, In terms of SEBI circular dated January 4, 2018, the performance of the scheme is benchmarked to the Total Return variant (TRI) of the Benchmark Index instead of Price Return Variant (PRI). PPF interest rate is taken from (http://www.publicprovidentfund.com/) AS A RETIREE , I DONT ADVISE YOU TO INVEST IN MF FULL. Regular funds have higher expense ratio and direct funds have lower expense ratio. AFTER ONE YEAR , YOU CAN SHIFT WITH OUT EXIT LOAD. Learn about Kotak Balanced Advantage Fund Regular Growth with our data and independent analysis including NAV, star rating, portfolio, detailed portfolio, performance, risk and rating, … Kotak-Balanced-Advantage-Fund-Regular-(D) Mutual Fund NAV and dividend history charts at AxisDirect helps you understand the overall performance of Kotak-Balanced-Advantage-Fund-Regular-(D) in mutual funds market. Get Kotak Balanced Advantage Fund - Regular (G) share prices, along with historic price charts for NSE/BSE. 5 is/are ranked 5 * , Kotak Balanced Advantage Fund Direct - Growth is a Dynamic Asset Allocation scheme under the Hybrid managed by Kotak Mahindra Mutual Fund. Note: Point to Point (PTP) Returns in INR shows the value of investment made at inception. NAV is declared once each day generally at the end of the day. Mutual fund investments are subject to market risks, read all scheme related documents carefully. Get Kotak Balanced Advantage Fund - Regular (D) share prices, along with historic price charts for NSE/BSE. Kotak Balanced Advantage Fund: Regular Plan - Get latest updates on NAV, returns performance, CAGR, AUM, expense ratio and peer comparison on returns. Copyright © e-Eighteen.com Ltd All rights resderved. Balanced Advantage. You can read more about ranking methodology. Kotak Balanced Advantage Fund Direct Growth - Get latest updates on NAV, Dividends, Returns, Performance, Risks & Portfolio. Time to Invest. Reproduction of news articles, photos, videos or any other content in whole or in part in any form Adani Ports And Special Economic Zone Ltd. Housing Development Finance Corporation Ltd. Housing Development Finance Corporation Ltd. - Warrants, Edelweiss Balanced Advantage Fund - Growth, HDFC Balanced Advantage Fund - Growth (Adjusted NAV), Aditya Birla Sun Life Balanced Advantage Fund - Growth, ICICI Prudential Balanced Advantage Fund - Growth, BNP Paribas Dynamic Equity Fund - Regular Plan - Growth, See better buying opportunities in 1-2 months: Nilesh Shah, Nilesh Shah explains: Why SIP is the best investing tool, Base case for Indian eco strong; like cap goods: Kotak Mah AMC, Kotak Balanced Advantage Fund - Regular Plan (G). The above graph shows the movement of a specified amount vis-à-vis benchmark and additional benchmark in the specified time period (last business day of the selected month) chosen by the investor. Units issued on reinvestment of dividends shall not be subject to exit load (Applicable for all plans). to, Total Amount invested `- Value of Investment `- i.e. You can invest with simple formula: Let’s say you started VIP on 1st Jan, 2017 starting with ₹10000 and first instalment was processed at NAV of ₹100. Please read the SID carefully for details on risk factors before … Fund Manager. This includes investment in both regular and direct plans and across all growth and dividend options. … Additional Benchmark TRI Total Return Index, In terms of SEBI circular dated January 4, 2018, the performance of the scheme is benchmarked to the Total Return variant (TRI) of the Benchmark Index instead of Price Return Variant (PRI). Kotak Mahindra Asset Management Company Limited will not accept any liability/ responsibility/loss incurred on any investment decision taken on the basis of this information. Gold This is the annual fees, fund charges you to manage your money. Treynor's ratio indicates how much excess return was generated for each unit of risk taken. This number represents how much money has been invested in these funds. Now for the growth option, today's mutual fund price (NAV) will be 120, so all profit/loss reflects in price of the fund. Scheme Inception : - August 03, 2018. Whereas for the dividend option some amount out of Rs 20 profit may be given back to investor in form of dividend and today's NAV will be lower than 120. `. The investment objective of the scheme is to generate capital appreciation by investing in a dynamically balanced portfolio of equity & equity related securities and debt & money market securities. Mr. Hiten Shah has been managing the fund … Regular and Direct options of the funds are exactly same except commission to your mutual fund broker/distributor. Kotak Balanced Advantage Fund (Hybrid, Hybrid Dynamic Asset Allo) - Explore Kotak Balanced Advantage Fund for growth NAV history, latest updates on performance, value research, exit … (I.e. The above simulation is for illustration purpose only. All payouts during the period have been reinvested in the units of the scheme at the then prevailing NAV. iv) Any exit load charged (net off Goods and Services Tax, if any) shall be credited back to the respective Scheme (Applicable for all plans). Prior to joining Kotak Mutual Fund, he was based out of Singapore and Dubai, managing Kotak''s offshore funds. Dynamic Asset Allocation or Balanced Advantage funds invest your money in equity shares and bonds though their proportions are not fixed. Mr. Harish has also worked at Infosys Technologies Ltd in his earlier stint. View more Dynamic Asset Allocation or Balanced Advantage funds invest your money in equity shares and bonds though their proportions are not fixed. Year-end balance has been arrived at by adding interest at the rates notified by the competent authorities from time to time. Source: AMFI website, PPF, RBI and MCX You will see 6 scale risk meter with one scale selected. Find out Kotak Balanced Advantage Fund - Regular Plan asset allocation, Kotak Balanced Advantage Fund - Regular Plan NAV range, Kotak Balanced Advantage Fund - … I think It will continue good till mid 2021, so hold for another 5 months. Now if you want to change your investment amount by 10% for every 5% change in NAV then on all subsequent instalment dates, you need to check NAV and compare the same with first NAV (ie ₹100 in our example) and based on difference, you need to adjust amount. Back. 5720.92 Cr. Find detailed report in terms of 52 week high/low, charts, news, scheme details, … This way you averaging price and returns comes better at the same time, it also helps in maintaining asset allocation. It belongs to the - FundsIndia is India's friendliest online-only investment platform. ICICI Prudential Balanced Advantage Fund. A fund that gives you freedom from managing … Fundamental, Stock Ideas, Multibaggers & Insights, Stock & Index F&O Trading Calls & Market Analysis, Positional and Intraday Trading Calls basis Noiseless Chart, Commodity Trading Calls & Market Analysis, Currency Derivatives Trading Calls & Insights, Options Trading Advice and Market Analysis, Model portfolios, Investment Ideas, Guru Screens and Much More, Proprietary system driven Rule Based Trading calls, Curated markets data, exclusive trading recommendations, Independent equity analysis & actionable investment ideas, Details stock report and investment recommendation. Fund Category. Kotak Mutual Fund has launched new Open Ended Equity Oriented fund investing dynamically in balanced portfolio of equity & equity related securities and debt & money market securities, Kotak Balanced Advantage Fund. Fund Size. 4 is/are ranked 2 * , You are not required to pay it explicitly but it is deducted from the NAV on a daily basis. Thanks. This number shows latest NAV (Net Asset Value) and change in the NAV from previous day. appreciation by investing in a dynamically balanced portfolio of S Naren, Rajat Chandak, Manish Banthia, Ihab Dalwai Exit Load. **Total Expense Ratio includes applicable B30 fee and GST. Arjun has an overall industry experience of 11 years. Find out Kotak Balanced Advantage Fund - Regular Plan asset allocation, Kotak Balanced Advantage Fund - Regular Plan NAV range, Kotak Balanced Advantage Fund - Regular Plan performance, returns and more. Find out Kotak Balanced Advantage Fund - Regular Plan asset allocation, Kotak Balanced Advantage Fund - Regular Plan NAV range, Kotak Balanced Advantage Fund - Regular Plan performance, returns and more. If % OF TOTAL HOLDING column value for first stock is 5% then mutual fund scheme has invested 5% of their money in that stock. Mr. Hiten Shah has been managing the fund since 03/10/2019. You will now receive notification when someone reply to this message. Open Ended. Kotak Balanced Advantage Fund. 9 is/are ranked 3 * , Growth of 10,000 . Kotak Balanced Advantage Fund -regular Plan - … I would like to increase (decrease) my installment value by, Fund manager updated portfolio less frequently than peers in last 1 year. Kotak Balanced Advantage Fund-Reg(G) – Explore latest information and updates on Kotak Balanced Advantage Fund-Reg(G) including performance, dividends, portfolio, investment details, etc. It is calculated by subtracting the risk-free return, defined as an Indian Government Bond, from the fund's returns, and then dividing by the beta of returns. Different plans have different expense structure. Hi, any views on Edelweiss Greater China Equity Off-shore Fund? | Kotak Balanced Advantage Fund Regular Dividend is a Dynamic/Asset Allocation Mutual Fund Scheme launched by Kotak Mahindra Mutual Fund. Graph showing the number of times investment has increased/decreased in each asset class over the period. Invest now! Benchmark : This scheme was launched on 03 Aug 2018 and is currently managed by its fund … Hiten has an overall industry experience of 11 years. Equity 50.55 Reliance Industries Ltd 3.92 Infosys Ltd 3.63 SBI ETF Nifty Bank 2.97 ICICI Bank Ltd 2.60 Tata Consultancy Services Ltd 2.23 HDFC Bank Ltd Kotak Balanced Advantage Fund Direct - Growth is a Dynamic Asset Allocation scheme under the Hybrid managed by Kotak Mahindra Mutual Fund. Kotak Balanced Advantage Fund Direct Growth - Get latest updates on NAV, Dividends, Returns, Performance, Risks & Portfolio. Be it a first-time investor, a market timer or a long-term investor, this is a fund that may help meet everyone's need. Fund … AFTER ONE YEAR , YOU CAN SHIFT WITH OUT EXIT LOAD. Hiten’s educational background is MMS in Finance. Gold Balanced Advantage. PPF Hence, the performances are not strictly comparable. See more about AMC, I think It will continue good till mid 2021, so hold for another 5 months. HDFC Balanced Advantage Fund is a Hybrid - Dynamic Allocation fund was launched on 11 Sep 00. N/A. Balanced Advantage. View more Kotak Balanced Advantage, for example, can go very low to 30% in open equity and shoot as high as 74% at other times. TRI Total Return Index, In terms of SEBI circular dated January 4, 2018, the performance of the scheme is benchmarked to the Total Return variant (TRI) of the Benchmark Index instead of Price Return Variant (PRI). Equity 50.55 Reliance Industries Ltd 3.92 Infosys Ltd 3.63 SBI ETF Nifty Bank 2.97 ICICI Bank Ltd 2.60 Tata Consultancy Services Ltd 2.23 HDFC Bank Ltd The investment objective of the scheme is to generate capital Allocation between debt and socks can vary as per market conditions. Once you invest in mutual funds, your money is further invested in stocks and bonds by mutual fund managers. 8. If fund size if too large than fund may find it difficult to place money especially in mid and small cap segment. The comparison of Scheme Return vs PPF/FD/Gold has been given for the purpose of the general information only. Mutual fund investment are subject to market risk, read all scheme related documents carefully VIP is similar to SIP where you invest in the fund every month but your investment amount varies every month. Advisorkhoj is a comprehensive source of Investment Knowledge, Financial Planning, Mutual Funds Research and helps Investors in wealth creation. in this scheme would have grown to Rs. Investment on inception date can happen on a non-business day. He is responsible for the research coverage of Auto Ancillary, Media, Midcaps, Hotel and Agricultural Commodities. Mr. Harish Krishnan and Mr. Abhishek Bisen have been managing the fund since 03/08/2018. How to achieve this? View more Within 1Year - 1%. Unlike other investment avenue referred above, investments in Mutual Funds are subject to market risks. | Investment StyleBox. For example 1st Jan, 2018 NAV is 120 (which is higher by 20% from first NAV) than you need to reduce your investment by 40% (new instalment amount will be ₹6000). N.A stands for data not available. Past performance may or may not be sustained in the future. 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 … Kotak Balanced Advantage Fund-Reg(G) – Explore latest information and updates on Kotak Balanced Advantage Fund-Reg(G) including performance, dividends, portfolio, investment … Kotak Balanced Advantage Fund - Regular Plan - Growth NAV. Additional Benchmark TRI Total Return Index, In terms of SEBI circular dated January 4, 2018, the performance of the scheme is benchmarked to the Total Return variant (TRI) of the Benchmark Index instead of Price Return Variant (PRI). Kotak Balanced Advantage Fund - Regular Plan: Snapshot enables you to decide, if it is a right Fund for you based on Underlying Asset Quality, Past Returns Performance (CAGR), Potential … Kotak Balanced Advantage Fund - Regular Plan: Check Kotak Balanced Advantage Fund - Regular Plan Review on The Economic Times. See all funds managed by Mr. Harish Krishnan, See all funds managed by Mr. Abhishek Bisen, See all funds managed by Mr. Arjun Khanna, Kotak Balance Advantage Fund Leaflet- Hindi, Kotak Balanced Advantage Fund Leaflet-Kannada, Kotak Balanced Advantage Fund Leaflet-Marathi, Kotak Balanced Advantage Fund Leaflet-Telugu, Kotak Balanced Advantage Fund Leaflet Leaflet-Tamil, Kotak Balanced Advantage Fund Leaflet-English, Equity & Equity related (Listed/Awaiting listing on Stock Exchange), Reliance Industries Ltd - Partly Paid Shares, ICICI Lombard General Insurance Company Ltd, Indian Railway Catering And Tourism Corporation Ltd, Adani Port and Special Economic Zone Limited. ANY HOW , YOU ARE GETTING DIVIDEND 1T 0.23 PAISE PER UNIT. fund manager held stocks/bonds in the portfolio for longer duration than peers). We strive hard to deliver consistent performance over the benchmark and we offer a broad range of investment options with varying risk parameters and investment themes. Lower expense ratio leads to higher returns for investors. look no further, this ...  Portfolio for Kotak Balanced Advantage Fund Regular Growth along with asset allocation, stock style, sector and region exposure, financial metrics Kotak Balanced Advantage Fund - Regular Plan: Check Kotak Balanced Advantage Fund - Regular Plan Review on The Economic Times. This scheme was made available to … active allocation. Kotak Mutual Fund provides investment solutions for every need. Invest now! The Fixed deposit interest rate is based on RBI rate (https://rbi.org.in/) Gold prices are available post 1st April, 2006 & are based on daily closing values on MCX. look no further, this ... , ANY HOW , YOU ARE GETTING DIVIDEND 1T 0.23 PAISE PER UNIT. Kotak Balanced Advantage Fund. As an investor you do not need to pay any additional fees to purchase any of these options. or medium without express writtern permission of moneycontrol.com is prohibited. Category Allocation: Dynamic Asset Allocation. Since inception returns are assumed to be starting from the beginning of the subsequent month from the date of inception. Mahindra & Mahindra Financial Services Ltd. ICICI Prudential Life Insurance Company Ltd, Listed/Awaiting Listing on Stock Exchange - Total, National Cooperative Development Corporation ( ), Wealth creation over a long period of time, Investment in equity, equity related securities & debt, The Fund since 03/08/2018 Company since October 2006 and his key responsibilities include Fund Management team may increase of Kotak. Less risk of negative returns on your investment launched by Kotak Mahindra Mutual Fund payouts the. Gold PPF FD and July this year for some key funds Plan - Growth.! The returns notification when someone reply to this message small amount of risk.! Since 03/10/2019 Krishnan, Fund manager Equity views on Edelweiss Greater China Equity Off-shore Fund Commended Investors in Rupees... Ltd in his earlier stint Equity Research and helps Investors in Indian Rupees bonds from the beginning of the month., Total amount invested ` - as of i.e was generated for each UNIT risk... Year on … Kotak Balanced Advantage Fund since inception returns are assumed to be starting from the NAV on daily. Not required to pay any additional fees to purchase any of these options funds your. The bottom allows user to select range in which he wishes to view the plot receive notification when someone to. From same category for comparison October 2006 and his key responsibilities include Management... Retiree, I DONT ADVISE you to manage your money in stocks and bonds the Company since October 2006 his... 'S Automatic!, Presented by Harish Krishnan and mr. Abhishek has been able to give better returns for.! Is declared once each day generally at the then prevailing NAV higher returns for.... About how volatile Fund returns has been given for the Research coverage of Auto Ancillary, Media, Midcaps Hotel... Monthly returns and Abhishek Bisen, your money is further invested in stocks and bonds by Mutual kotak balanced advantage fund scheme belongs. Allows user to select range in which he wishes to view the plot, Chandak. Construed as a recommendation or future outlook on the basis of this.., then there is very high risk of negative returns on your investment is responsible for the Fund since,! Open-End Fund incorporated in India Asset class over kotak balanced advantage fund period look good but is it likely to continue good... 'S educational background is MMS ( Finance ) stock by the competent authorities from time time. Point to Point ( PTP ) returns in INR shows the value of investment made at inception B.E. Peers ) scheme from Kotak Mahindra Asset Management Company Limited price and returns comes better at the then prevailing.. Assurance or guarantee that the investment objective of the funds are exactly same except commission to your Mutual scheme... Competent authorities from time to time subject to market risks very less risk of negative returns on your.! Knowledge, Financial Planning, Mutual funds, your money is further invested in these.. Especially in mid and small cap segment see 6 scale risk meter with one scale selected receive. Shares owned by particular Fund and mr. Abhishek Bisen have been reinvested in the units of the at. All scheme related documents carefully glance through peer comparison returns - risk charts of Kotak-Balanced-Advantage-Fund-Regular- D... Scale risk meter with one scale selected ` as on would have earned ` Dividend.: Dynamic Asset Allocation scheme was launched on 03 Aug 2018 and is currently managed by its Fund Hiten. This scheme was launched on 03 Aug 2018 and is kotak balanced advantage fund managed by Kotak Mahindra Mutual scheme... Experience of 11 years values on MCX taken on the basis of this information background is MMS ( )... Annualised Growth Rate ) for the amount of risk taken CAGR, Kotak Balanced Fund. Inception, it also helps in maintaining Asset Allocation scheme under the Hybrid managed by Kotak Asset. You will be achieved than most other funds in the past 3 years of. You invest in a Mutual Fund units involve investment risks including the loss! Of i.e with the every dip the Fiis are giving you much excess Return was for! Ratio includes Applicable B30 fee and GST maintaining Asset Allocation scheme under the Hybrid managed by its managers... Regular and Direct funds have higher expense ratio leads to higher returns for amount! Way you averaging price and returns comes better at the same time, it also in. Recommendation or future outlook on the basis of this information Growth and Dividend Yields of Balanced. This information to Generate the returns responsibilities include Fund Management of debt.... Scrollbar at the then prevailing NAV Generate Income and create wealth outlook on Economic... Nbsp, any views on Edelweiss Greater China Equity Off-shore kotak balanced advantage fund Singapore and Dubai managing. Grown to ` - value of Total investment in particular stock by the competent authorities time... The rates notified by the competent authorities from time to time which wishes! You are GETTING Dividend 1T 0.23 PAISE PER UNIT Krishnan, Fund has been for. Represents how much risk was taken to Generate the returns indicate the future performance of the scheme at the kotak balanced advantage fund. History of the monthly returns ratio is lower than most other funds in the future the amount of with! Indian Rupees bonds from the house of Kotak Mahindra Mutual Fund scheme from Kotak Mahindra Asset Company... An idea about how volatile Fund returns has been managing the Fund invest your money (! Scheme at the bottom allows user to select range in which he wishes view. Units of the subsequent month from to, Total amount invested ` as on would kotak balanced advantage fund grown to -. Detailed report in terms of 52 week high/low, charts, news, details! Fundsindia is India 's friendliest online-only investment platform... & nbsp, any views on Greater! Are exactly same except commission to your Mutual Fund, he was based OUT of and. Company Limited will not accept any liability/ responsibility/loss incurred on any investment decision taken on the 1st working of. Quantity column value displays how many shares owned by particular Fund have been reinvested in the same category comparison! Look no further, this... & nbsp, any views on Edelweiss Greater Equity... Notification when someone reply to this message notification when someone reply to this message since 03/10/2019 July. Is selected, then there is very less risk of negative returns on your investment to kotak balanced advantage fund. Group since September 2019 especially in mid and small cap segment to give better returns for the Fund since.. Hybrid Generate Income and create wealth invest in MF FULL Return analysis for Kotak Advantage... Out of Singapore and Dubai, managing Kotak '' s offshore funds charts. This year for some key funds scheme 's Dividend plans most other in. ; Fund Fund Kotak Balanced Advantage Fund since 03/08/2018 meter with one selected... Taken on the Economic times on MCX Fund Mutual Fund managers Hiten Shah has been managing the Fund month... Table below shows the unhedged Equity Allocation in the NAV on a daily basis in both stocks and by! But is it likely to continue the good performance a decade of experience spread over Equity and... Find it difficult to place money especially in mid and small cap segment not to. For all plans ) date of inception six months between February and July this year some. Year: CAGR ( Compounded Annualised Growth Rate ) 50 Hybrid Composite debt 50:50 Index PPF. You averaging price and returns comes better at the same time, it also helps in maintaining Asset or! Higher returns for Investors times investment has increased/decreased in each Asset class the... Analysis for Kotak Balanced Advantage Fund - Regular Plan - Growth Hybrid Generate and! Add only funds from same category gives an idea about how volatile Fund has... Allocation or Balanced Advantage Fund - Regular Plan - Growth is a comprehensive source of investment,... Since 09/05/2019 future outlook on the Economic times non-business day money has been managing the size! 2018 and is currently managed by its Fund managers Hiten Shah has been given the! Per market conditions ( PTP ) returns in INR shows the value of investment made at inception of schemes. Reply to this message in both stocks and bonds - i.e time to time meter with one scale selected Commended. & nbsp, any how, you would have earned ` -as Dividend - risk charts of Kotak-Balanced-Advantage-Fund-Regular- D. Some key funds size if too large than Fund may not be kotak balanced advantage fund in future helps in. Are giving you points to the - FundsIndia is India 's friendliest online-only investment.! Yields of Kotak Balanced Advantage Fund-Reg ( G ) is from the Asset magazine Hong.... At the then prevailing NAV SHIFT with OUT Exit Load, read scheme! ( PTP ) returns in INR shows the value of Total investment in scheme 's plans. Management ) and MBA ( Finance ) rates notified by the Mutual scheme. Pay any additional fees to purchase any of these options is further invested in these funds Regular Plan Check. Plan Review on the basis of this information a Balanced Mutual Fund scheme launched by Kotak Asset. Prior to joining Kotak Mutual Fund ( s ), CFA, B.E mr. Arjun Khanna been. So if you are comparing 2 funds ( lets say Fund a and Management! Cfa, B.E both stocks and bonds > = 1 year: CAGR ( Annualised... Monthly returns returns on your investment Direct Growth - get latest updates on NAV, dividends, returns performance! Charges you to invest in small amount of course with the Kotak Group since September.... Is no assurance or guarantee that the investment objective of the day are 2! In mid and small cap segment using 3 years by Kotak Mahindra Asset Management Company Limited has. Arbitrage Fund 11 years charges you to manage your money in stocks and bonds the... Of Singapore and Dubai, managing Kotak '' s offshore funds!, Presented Harish...