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Kotak Balanced Advantage Fund
Kotak Mahindra·
Dynamic Asset Allocation or Balanced Advantage
1Y
+2.26%
3Y
+9.52%
5Y
+8.79%
Since Inception
+10.08%
Sharpe
0.46
Sortino
0.65
Max Drawdown
-9.10%
Volatility
7.58%
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)-
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Dynamic Asset Allocation or Balanced Advantage
1Y
#18 of 37
Top 49%
3Y CAGR
#18 of 31
Top 58%
5Y CAGR
#10 of 20
Top 50%
Sharpe
#16 of 36
Top 44%