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Kotak Balanced Advantage Fund
Kotak Mahindra·
Dynamic Asset Allocation or Balanced Advantage
1Y
-0.67%
3Y
+10.10%
5Y
+9.44%
Since Inception
+10.05%
Sharpe
0.41
Sortino
0.58
Max Drawdown
-9.10%
Volatility
7.75%
Alpha
+2.54%
Beta
1.14
Info Ratio
0.97
Up / Down Capture
119 / 101
NAV (last ~1 year)
Fund details
AMCKotak Mahindra
Fund manager-
Data from2021-04-13
AUM₹17.4K Cr (January - March 2026)
Expense ratio (Direct)0.57%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Dynamic Asset Allocation or Balanced Advantage
1Y
#19 of 37
Top 51%
3Y CAGR
#19 of 30
Top 63%
5Y CAGR
#10 of 19
Top 53%
Sharpe
#15 of 36
Top 42%