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Kotak Balanced Advantage Fund
Kotak Mahindra·
Dynamic Asset Allocation or Balanced Advantage
1Y
+4.44%
3Y
+10.85%
5Y
+9.53%
Since Inception
+10.63%
Sharpe
0.32
Sortino
0.44
Max Drawdown
-9.10%
Volatility
7.71%
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
#14 of 37
Top 38%
3Y CAGR
#14 of 31
Top 45%
5Y CAGR
#10 of 21
Top 48%
Sharpe
#14 of 36
Top 39%