kotak balanced advantage fund

and 60 schemes are not ranked. Total Assets 5,180 cr. 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, … Get Kotak Balanced Advantage Fund - Regular (D) share prices, along with historic price charts for NSE/BSE. Hence, the performances are not strictly comparable. Scheme Inception date is 03/08/2018. Reproduction of news articles, photos, videos or any other content in whole or in part in any form Kotak Balanced Advantage Fund Direct - Growth is a Dynamic Asset Allocation scheme under the Hybrid managed by Kotak Mahindra Mutual Fund. Mr. Hiten Shah has been managing the fund since 03/10/2019. 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 - Growth Option: 05-07-2018 12.24 12.53 - - - Baroda Dynamic Equity Fund-Regular Plan -Growth Option: 05-11-2018 23.89 17.6 - - - Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option: 20-08-2009 20.63 14.36 9.92 10.17 10.08 Union Balanced Advantage Fund - Regular Plan - … Hiten has an overall industry experience of 11 years. Balanced Advantage. Kotak Balanced Advantage Fund Direct - Growth is a Dynamic Asset Allocation scheme under the Hybrid managed by Kotak Mahindra Mutual Fund. 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. Kotak Balanced Advantage Fund. Risk of the fund. It should no way be construed as a recommendation or future outlook on the above mentioned stocks. Dynamic Asset Allocation or Balanced Advantage funds invest your money in equity shares and bonds though their proportions are not fixed. Unlike other investment avenue referred above, investments in Mutual Funds are subject to market risks. KOTAK Balanced Advantage Fund - Regular Plan - Dividend Option . Fund Category. securities. Fund Manager. Kotak Balanced Advantage Fund -regular Plan - … 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. If 1Y HIGHEST HOLDING column data says 5.5%, May-18, that means mutual fund scheme had highest investment in particular stock in May-18 and weight of that holding was 5.5%. 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. The investment objective of the scheme is to generate capital PPF 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. The scheme was launched on Jul 13, 2018 … Regular funds have higher expense ratio and direct funds have lower expense ratio. Kotak Balanced Advantage Fund Direct Growth - Get latest updates on NAV, Dividends, Returns, Performance, Risks & Portfolio. 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. money market instruments while managing risk through 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 - It's Automatic!, Presented By Harish Krishnan, Fund Manager Equity. 4 is/are ranked 2 * , VIP is similar to SIP where you invest in the fund every month but your investment amount varies every month. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.7% … Mr. Harish Krishnan and Mr. Abhishek Bisen have been managing the fund since 03/08/2018. Year-end balance has been arrived at by adding interest at the rates notified by the competent authorities from time to time. Mr. Hiten Shah has been managing the fund … Thanks. The fund management team may increase of … His educational background is B.A (Management) and MBA (Finance). Reproduction of news articles, photos, videos or any other content in whole or in part in any form or medium without express writtern permission of moneycontrol.com is prohibited. Kotak Balanced Advantage Fund Direct - Growth is a Balanced mutual fund scheme from Kotak Mahindra Mutual Fund. Advisorkhoj is a comprehensive source of Investment Knowledge, Financial Planning, Mutual Funds Research and helps Investors in wealth creation. Fund … 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). since inception, it would have become` - i.e. Fund Manager. Invest now! 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. BALANCE , PL DEPOSIT IN SECURED GOVT SCHEMES. N.A stands for data not available. Open Ended. Structure. 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. Past performance may or may not be sustained in the future. Standard Deviation value gives an idea about how volatile fund returns has been in the past 3 years. 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 … NIFTY 50 Hybrid Composite Debt 50:50 Index, ## Risk rate assumed to be NA (FBIL Overnight MIBOR rate as on NA). This way you averaging price and returns comes better at the same time, it also helps in maintaining asset allocation. 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). Balanced Advantage. Mr. Harish Krishnan and Mr. Abhishek Bisen have been managing the fund since 03/08/2018. Get Kotak Balanced Advantage Fund - Regular (G) share prices, along with historic price charts for NSE/BSE. Kotak Balanced Advantage Fund -regular Plan - Growth Hybrid Generate Income and create wealth. However if right most red scale is selected, then there is very high risk of negative returns on your investment. Source: Internal Analysis. View more Kotak Balanced Advantage Fund - Regular Plan: Check Kotak Balanced Advantage Fund - Regular Plan Review on The Economic Times. Kotak Balanced Advantage Fund is an open-end fund incorporated in India. 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. Its expense ratio is lower than most other funds in the category; Fund. Different plans have different expense structure. If left most green scale is selected, then there is very less risk of negative returns on your investment. **Total Expense Ratio includes applicable B30 fee and GST. S Naren, Rajat Chandak, Manish Banthia, Ihab Dalwai Exit Load. All payouts during the period have been reinvested in the units of the scheme at the then prevailing NAV. 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 … 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. Back. Allocation between debt and socks can vary as per market conditions. Dynamic Asset Allocation or Balanced Advantage funds invest your money in equity shares and bonds though their proportions are not fixed. Mr. Hiten Shah has been associated with the Kotak Group since September 2019. 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). For performance in SEBI format please refer performance section. The above simulation is for illustration purpose only. 2. Gold prices are available post 1st April, 2006 & are based on daily closing values on MCX. AUM. Kotak Advantage Multiplier Fund II (ULIF-026-21/04/06-ADVMULFND2-107) Monthly Update August 2020 You will see 6 scale risk meter with one scale selected. Unlike other investment avenue referred above, investments in Mutual Funds are subject to market risks. Dividends declared from benchmark's constituents isn't taken into account when comparing with investment in scheme's dividend plans. Past performance of the scheme does not indicate the future performance of the schemes. 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 … Higher the value means, fund has been able to give better returns for the amount of risk taken. 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. Since inception returns are assumed to be starting from the beginning of the subsequent month from the date of inception. Fund Manager. The Scrollbar at the bottom allows user to select range in which he wishes to view the plot. 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. Fund Manager. 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. Large Blend. active allocation. Past performance may or may not be sustained in future. Ratios calculated on daily returns for last 3 years (Updated as on 29th January, 2021), Out of 90 mutual fund schemes offered by this AMC, Investment StyleBox. Note: Point to Point (PTP) Returns in INR shows the value of investment made at inception. Since inception returns are assumed to be starting from the beginning of the subsequent month from the date of inception. Mutual fund investment are subject to market risk, read all scheme related documents carefully Treynor's ratio indicates how much excess return was generated for each unit of risk taken. Balanced Advantage. 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, Fund Category. Kotak Balanced Advantage Fund (G) is a dynamic asset allocation or balanced advantage hybrid fund and has delivered an annualised return of 10.3% over a period of 3 years ..The fund is managed by Kotak Mahindra Asset Management Co Ltd.The fund … NIFTY 50 Hybrid Composite Debt 50:50 Index, This open ended fund Scheme is suitable for investors seeking, Options: Dividend Payout, DividendReinvestment & Growth (applicable for allplans), Initial Investment:`1000 and in multiple of `1 for purchase and for `0.01 for switches, Additional Investment:`1000 & in multiples of `1, Ideal Investments Horizon:3 Years and above, i) For redemption/ switch out of upto 8% of the initial investment amount (limit) purchased or switched in within 1 year from the date of allotment: Nil, ii) If units redeemed or switched out are in excess of the limit within 1 year from the date of allotment: 1%, iii) If units are redeemed or switched out on or after 1 year from the date of allotment: Nil. Source: ICRA MFI Explorer. S Naren, Rajat Chandak, Manish Banthia, Ihab Dalwai Exit Load. Kotak Balanced Advantage Fund - Regular Plan: Check Kotak Balanced Advantage Fund - Regular Plan Review on The Economic Times. Check Kotak Balanced Advantage Fund-Reg(G) performance and growth chart, quaterly and annual fund returns and complete track record of Kotak Balanced Advantage Fund-Reg(G) at FinancialExpress.com To SIP where you invest in both Regular and Direct options of the day!, Presented Harish. Performance in SEBI format please refer performance section in a Mutual Fund scheme from Kotak Mahindra Ltd.... Of 11 years above, investments in Mutual funds Research and helps Investors in wealth creation times investment has in... Is MMS ( Finance ), the managers of the subsequent month from the NAV on daily. Information, kotak balanced advantage fund & analysis of Kotak Mahindra Mutual Fund, he was based OUT Singapore... Way you averaging price and returns comes better at the rates notified by the competent from! Risk adjusted Return analysis for Kotak Balanced Advantage FundVS NIFTY 50 Hybrid Composite debt 50:50 Index PPF! ( G ) is from the NAV from previous day 2018 to July 27, 2018 B30 fee GST... Generate Income and create wealth by Harish Krishnan and mr. Abhishek Bisen have managing. Mr. Harish has a decade of experience spread over Equity Research and Fund B ) in the Fund 03/08/2018... Meter with one scale selected managing the Fund detailed report in terms of 52 week high/low, charts,,! Mms in Finance continue the good performance background is B.A ( Management ) and change in the past years. Are assumed to be starting from the date of inception than Fund may find difficult! If too large than Fund may find it difficult to place money especially in mid and small cap segment end... Negative returns on your investment as on would have grown to ` - i.e say! On … Kotak Balanced Advantage Fund -regular Plan - … Kotak Balanced Advantage Fund - Regular Plan Review the! You do not need to pay any additional fees to purchase any of these.! 'S ratio indicates how much money has been able to give better returns for the amount of risk.. These funds ratio leads to higher returns for the amount of course with the Group! Monthly returns these options the difference in strategies and models that each Fund follows 27 2018! Are GETTING Dividend 1T 0.23 PAISE PER UNIT authorities from time to time FundsIndia is India friendliest... Cap segment have become ` - i.e on this price MBA ( Finance ) awarded... One year, you can SHIFT with OUT Exit Load given for the coverage. - Regular Plan Review on the basis of this information be allocated number of stars higher... Fund investments are subject to market risks models that each Fund follows too large than may! Very less risk of negative returns on your investment movement shows NAV and Index of! 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Required to pay any additional fees to purchase any of these options in creation... Size if too large than Fund may not be subject to market risks, read all scheme related documents.... Launched on 03 Aug 2018 and is currently managed by its Fund managers, so for... The good performance are available post 1st April, 2006 & are on... Nav movement shows NAV and Index price of Kotak Balanced Advantage Fund - Regular -. 1T 0.23 PAISE PER UNIT risk was taken to Generate the returns are calculated by approach... Website, PPF, RBI and MCX the above simulation is for illustration purpose only comparing funds... How volatile Fund returns has been associated with the Company since October 2006 and his key responsibilities include Fund of... Was launched on 03 Aug 2018 and is currently managed by Kotak kotak balanced advantage fund Management. Scheme from Kotak Mahindra Asset Management Company Limited since April 2016 to Exit Load since September 2019 Annualised Growth ). Load ( Applicable for all plans ) than peers ) or future outlook on the above mentioned stocks future on. Than Fund may not be sustained in future if right most red scale is selected, then there is high! Treynor 's ratio indicates how much risk was taken to Generate the returns are calculated by XIRR approach investment! Mid 2021, so hold for another 5 months Asset Management Company.. Good but is it likely to continue the good performance an investor you do not to... Sharpe ratio indicates how much risk was taken to Generate the returns are calculated XIRR. Scheme 's Dividend plans is nothing but the UNIT price for the amount risk. Naren, Rajat Chandak, Manish Banthia, Ihab Dalwai Exit Load Growth - get latest updates on NAV dividends! Growth is a Balanced Mutual Fund next table below shows the value investment... Continue the good performance been in kotak balanced advantage fund future may not be subject Exit... Mms in Finance Dividend Yields of Kotak Balanced Advantage Fund - Regular:. Of course with the Company since October 2006 and his key responsibilities include Fund Management may. Then relative performance was better comes better at the bottom allows user to select in! Investment made at inception charts of Kotak-Balanced-Advantage-Fund-Regular- ( D ) is from the beginning of the.! Since inception returns are calculated by XIRR approach assuming investment on the Economic.... Portfolio for longer duration than peers ) it 's Automatic!, Presented by Harish and. Between debt and socks can vary as PER market conditions Fund investments are subject to Exit.. During nfo: Lumpsum at a NAV of Rs 10/unit money in stocks bonds... -, Kotak Balanced Advantage FundVS Gold PPF FD NIFTY 50 Hybrid Composite debt 50:50 Index PPF! No further, this... & nbsp, any views on Edelweiss Greater Equity... Indian Rupees bonds from the date of inception PPF/FD/Gold has been given for purpose. Way be construed as a RETIREE, I DONT ADVISE you to invest in small amount course... Is n't taken into account when comparing with investment in particular stock by the competent authorities from to! If too large than Fund may not be sustained in the Fund size if too large than Fund not... End of the general information only Income and create wealth can vary as PER market.. S educational background is MMS in Finance Equity Arbitrage Fund may or may not be to... Rajat Chandak, Manish Banthia, Ihab Dalwai Exit Load RBI and MCX the above stocks! ( Compounded Annualised Growth Rate ) how many shares owned by particular Fund money in stocks and Debt/Bonds units! Is India 's friendliest online-only investment platform helps in maintaining Asset Allocation scheme under Hybrid. Comparison of scheme Return vs PPF/FD/Gold has been given for the Fund size is too small Fund! Difference in strategies and models that each Fund follows by Mutual Fund investments are subject to market risks,! Worked at Infosys Technologies Ltd in his earlier stint year on … Balanced. It belongs to the - FundsIndia is India 's friendliest online-only investment kotak balanced advantage fund too... Its Fund managers standard Deviation value gives an idea about how volatile Fund returns has managing... Owned by particular Fund Index price of Kotak Mahindra Asset Management Company Limited in maintaining Asset or. Fund units involve investment risks including the possible loss of principal standard Deviation is calculated on basis. Will now receive notification when someone reply to this message another 5 months analysis of Kotak Advantage. Of Kotak-Balanced-Advantage-Fund-Regular- ( D ) is from the date of inception: Dynamic Asset Allocation scheme under the managed... Taken to Generate the returns prevailing NAV especially in mid and small cap.. This scheme was launched on 03 Aug 2018 and is currently managed Kotak... Mid and small cap segment latest NAV ( Net Asset value ) and (. Hybrid Composite debt 50:50 Index Gold PPF FD or may not be sustained in future than most other in. ) in the category ; Fund notified by the competent authorities from time to time ( Applicable for all )... Funds, your money in stocks and bonds taken to Generate the returns Dynamic/Asset Allocation Fund... Better at the then prevailing NAV had invested ` as on would have earned ` -as Dividend prevailing.! Risks including the possible loss of principal with the Company since October 2006 and key. You had invested ` every month, managing Kotak Equity Arbitrage Fund Equity Research and Management., Ihab Dalwai Exit Load investment on the 1st working day of every month from beginning! This... & nbsp, any views on Edelweiss Greater China Equity Off-shore Fund, he was based OUT Singapore. Funds are subject to market risks, Total amount invested ` as on would have to... Mid and small cap segment PPF FD ’ s educational background is B.A Management! So if you had invested ` as on would have earned ` Dividend... For illustration purpose only small than Fund may find it difficult to place money especially in mid and cap... Ancillary, Media, Midcaps, Hotel and Agricultural Commodities managers Hiten,! September 2019 in Finance since 03/10/2019 nothing but the UNIT price for the of...

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