Past performance is no guarantee of future returns.
Had you invested
₹
Over the last
1Y
3Y
ALL
Your returns would have been
Kotak Balanced Advantage (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 30th Jun
Top holdings
Cash Offset For Derivatives
11.9%
7.34% Govt Stock 2064
7.6%
ICICI Bank Ltd
4.2%
Reliance Industries Ltd
4.2%
Net Current Assets/(Liabilities)
3.8%
HDFC Bank Ltd
3.6%
Infosys Ltd
3.2%
InterGlobe Aviation Ltd
2.6%
7.3% Govt Stock 2053
2.5%
Bharti Airtel Ltd
2.1%
Top industry exposure
Financial Services
16.5%
Industrials
9.8%
Consumer Cyclical
8.3%
Technology
8.0%
Basic Materials
7.1%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
230%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
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.