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 28th Feb
Top holdings
Cash Offset For Derivatives
7.4%
Triparty Repo
7.3%
Infosys Ltd
3.8%
ICICI Bank Ltd
3.7%
HDFC Bank Ltd
3.5%
Reliance Industries Ltd
3.0%
Cnx Nifty-Mar2025
2.8%
7.41% Govt Stock 2036
2.5%
7.3% Govt Stock 2053
2.4%
7.34% Govt Stock 2064
2.3%
Top industry exposure
Financial Services
15.6%
Technology
9.0%
Industrials
8.1%
Consumer Cyclical
8.0%
Basic Materials
6.1%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
248%
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.