Item: Kotak Balanced Advantage Fund Regular Growth
Rating: 3
Author: Morningstar

Home › Mutual Funds › Kotak Mutual Fund › Kotak Balanced Advantage Fund Regular Growth

20.865 (0.250%)

NAV on November 10, 2025

Category Allocation:
Dynamic Asset Allocation

Total Assets 17,475 cr

Turnover Ratio 248.93%

Expense Ratio 1.65%

Exit Load 1.00%if redeemed within
180 Days0.00%if redeemed after 180 Days

Returns

Min Investment 100

Fund Manager Abhishek Bisen (Since over 7 years) Hiten Shah (Since about 6 years) Rohit Tandon (Since almost 2 years)

ISIN INF174KA1186

Fund Family Kotak

P/E Ratio 22.71

P/B Ratio 3.56

Launch Date August 03, 2018

Benchmark Nifty 50 Hybrid Comp Debt 50:50 TR INR

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
ICICI Prudential Balanced Advantage Fund Direct Plan Growth	85.310	10.36%	66,751 cr	0.86%	Low
Baroda BNP Paribas Balanced Advantage Fund Direct Growth	27.453	8.89%	4,362 cr	0.74%	High
Aditya Birla Sun Life Balanced Advantage Fund Direct Plan Growth Option	123.100	8.69%	8,371 cr	0.67%	Average
HDFC Balanced Advantage Fund Direct Plan Growth Option	573.590	6.32%	103,041 cr	0.74%	Above Average
Edelweiss Balanced Advantage Fund Direct Plan Growth	59.180	6.23%	12,899 cr	0.53%	Above Average
Mahindra Manulife Balanced Advantage Fund Direct Growth	15.752	6.19%	912 cr	0.52%	Above Average