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 29th Feb
Top holdings
Cash Offset For Derivatives
21.7%
HDFC Bank Ltd
6.7%
Adani Port and Special Economic Zone Ltd.-MAR2024
5.0%
Adani Ports & Special Economic Zone Ltd
4.9%
8.25% Govt Stock 2033
4.8%
Triparty Repo
4.1%
ICICI Bank Ltd
3.9%
Reliance Industries Ltd
3.1%
Infosys Ltd
2.7%
HDFC Bank Ltd.-MAR2024
2.5%
Top industry exposure
Financial Services
20.9%
Industrials
10.9%
Consumer Cyclical
7.7%
Basic Materials
7.4%
Technology
6.9%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
299%
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.