Kotak Balanced Advantage Fund - Growth - Regular Plan

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Fund Overview Growth | Regular Plan

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  • Minimum Addl Investment (₹)

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Fund Objective

The investment objective of the scheme is to generate capital appreciation by investing in adynamically balanced portfolio of equity & equity related securities and debt & money marketsecurities.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Kotak Balanced Advantage Fund -Regular Plan - Growth Option -0.04 3.05 22.77 11.51 13.39 11.88
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
NIFTY 50 Hybrid Composite Debt 50:50 Index N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Kotak Balanced Advantage Fund -Regular Plan - Growth Option Aug 03, 2018 Unrated 22.77 11.51 13.39 1.65 16,988.47
Bandhan Balanced Advantage Fund Regular Plan Growth Oct 10, 2014 Unrated 20.39 9.21 11.98 2.01 2,321.90

Fund Holdings as on 31-August-2024

  • Triparty Repo

  • HDFC BANK LTD.

  • ICICI BANK LTD.

  • Infosys Ltd.

  • Central Government - 2033

  • RELIANCE INDUSTRIES LTD.

  • 7.41% Central Government - 2036

  • Inter Globe Aviation Ltd

  • Adani Ports and Special Economic Zone Limited

  • Tata Consultancy Services Ltd.

  • AXIS BANK LTD.

  • Larsen and Toubro Ltd.

  • 7.1% Central Government - 2029

  • 7.25% Central Government - 2063

  • Mahindra & Mahindra Ltd.

  • 7.38% Central Government - 2027

  • BHARTI AIRTEL LTD.

  • Maruti Suzuki India Limited

  • ITC Ltd.

  • 7.3% Central Government - 2053

  • 7.69% HDFC BANK LTD.**

  • Net Current Assets/(Liabilities)

  • AMBUJA CEMENTS LTD.

  • Mphasis Ltd

  • Hindustan Unilever Ltd.

  • Godrej Consumer Products Ltd.

  • Persistent Systems Limited

  • Coromandel International Limited

  • Tech Mahindra Ltd.

  • KOTAK MAHINDRA BANK LTD.

  • BHARAT PETROLEUM CORPORATION LTD.

  • 8.34% STATE BANK OF INDIA.- AT1 Bonds**

  • Gujarat State Petronet Ltd.

  • Solar Industries India Limited

  • BAJAJ FINANCE LTD.

  • SUN PHARMACEUTICAL INDUSTRIES LTD.

  • 7.32% Central Government - 2030

  • 7.18% Central Government - 2037

  • Ultratech Cement Ltd.

  • United Spirits Ltd

  • V-Guard Industries Ltd.

  • SAMVARDHANA MOTHERSON INTERNATIONAL LTD

  • Power Grid Corporation of India Ltd.

  • Zydus Lifesciences Ltd.

  • Schaeffler India Ltd

  • Zomato Ltd

  • Kotak Liquid Direct Growth

  • Hindalco Industries Ltd.

  • Ratnamani Metals & Tubes Ltd.

  • Bosch Limited

  • PB Fintech Ltd.

  • Power Finance Corporation Ltd.

  • 7.75% HDFC BANK LTD.**

  • 7.09% Central Government - 2054

  • Vedanta Ltd.

  • ICICI Lombard General Insurance Company Ltd

  • Oberoi Realty Limited

  • Alkem Laboratories Ltd.

  • STATE BANK OF INDIA.

  • HDFC Life Insurance Company Ltd

  • United Breweries Ltd.

  • JSW Steel Ltd.

  • Mahindra Lifespace Developers Ltd

  • IDFC Limited

  • TITAN COMPANY LTD.

  • 7.26% Central Government - 2032

  • Carborundum Universal Ltd.

  • TATA CONSUMER PRODUCTS LTD.**

  • Sansera Engineering Ltd

  • 7.96% MINDSPACE BUSINESS PARKS REIT**

  • BANK OF BARODA

  • Apollo Tyres Ltd.

  • SHRIRAM FINANCE LIMITED

  • Apollo Hospitals Enterprise Ltd.

  • NATIONAL THERMAL POWER CORPORATION LTD.

  • Cummins India Ltd.

  • DLF LIMITED

  • Central Government - 2034

  • HCL Technologies Ltd.

  • 7.02% Central Government - 2031

  • JYOTI CNC AUTOMATION LTD

  • 9.09% MUTHOOT FINANCE LTD.**

  • 8.6% BHARTI TELECOM LTD.**

  • 7.82% BAJAJ FINANCE LTD.**

  • KRISHNA INSTITUTE OF MEDICAL

  • INDUSIND BANK LTD.

  • ASTRAL LTD.

  • Coal India Limited

  • ZEN TECHNOLOGIES LTD

  • 7.34% Central Government - 2064

  • Oil And Natural Gas Corporation Ltd.

  • 7.64% Power Finance Corporation Ltd.**

  • 7.18% Central Government - 2033(^)

  • 6.23% Rural Electrification Corporation Ltd.**

  • Manappuram Finance Ltd.

  • BHARTI AIRTEL LTD.

  • Bharat Electronics Ltd.

  • Steel Authority of India Ltd.

  • Glenmark Pharmaceuticals Ltd

  • Tata Communications Ltd

  • ZF Commercial Vehicle Control Systems India Ltd

  • 5.74% Central Government - 2026

  • Techno Electric & Engineering Company Limited

  • 7.71% HDFC BANK LTD.**

  • 7.13% Power Finance Corporation Ltd.**

  • TATA MOTORS LTD.

  • The Ramco Cements Ltd

  • FSN E-Commerce Ventures Ltd.

  • BHARAT HIGHWAYS INVIT

  • 9.7% U P Power Corporation Ltd ( Guaranteed By UP State Government ) **

  • 8.47% PUNJAB NATIONAL BANK- AT1 Bonds**

  • FEDERAL BANK LTD.

  • TCNS CLOTHING CO. LTD.

  • Brookfield REIT

  • 8% ADITYA BIRLA FINANCE LTD.**

  • 9.95% U P Power Corporation Ltd ( Guaranteed By UP State Government ) **

  • 9.95% U P Power Corporation Ltd ( Guaranteed By UP State Government ) **

  • 9.95% U P Power Corporation Ltd ( Guaranteed By UP State Government ) **

  • 9.7% U P Power Corporation Ltd ( Guaranteed By UP State Government ) **

  • Adani Enterprises Ltd

  • 7.46% Central Government - 2073

  • 7.86% Haryana State Govt - 2027 - Haryana

  • LIC HOUSING FINANCE LTD.

  • 9.7% U P Power Corporation Ltd ( Guaranteed By UP State Government ) **

  • GAIL (India) Ltd.

  • RBL BANK LTD.

  • Britannia Industries Ltd.

  • Cipla Ltd.

  • 8.14% Haryana State Govt - 2028 - Haryana

  • 8.2% Central Government - 2025

  • 7.39% Haryana State Govt - 2026 - Haryana

  • 9.17% NATIONAL THERMAL POWER CORPORATION LTD.**

  • Bajaj Finserv Ltd.

  • Container Corporation of India Ltd.

  • PREMIER ENERGIES LIMITED

  • 8.03% Uttar Pradesh State Govt - 2026 - Uttar Pradesh

  • 8.13% Power Grid Corporation of India Ltd.**

  • Balrampur Chini Mills Ltd.

  • Biocon Ltd.

  • GS CG 22 Aug 2026 - (STRIPS)

  • 7.86% Rajasthan State Govt - 2027 - Rajasthan

  • 6.67% Central Government - 2035

  • Indus Towers Ltd.

  • 9.7% U P Power Corporation Ltd ( Guaranteed By UP State Government ) **

  • HINDUSTAN COPPER LTD.

  • 6.67% Central Government - 2050

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  • Miscellaneous

  • Bank - Private

  • IT - Software

  • Refineries

  • Automobiles - Passenger Cars

  • Pharmaceuticals & Drugs

  • Household & Personal Products

  • Cement & Construction Materials

  • Airlines

  • Port

  • Auto Ancillary

  • Engineering - Construction

  • Finance - NBFC

  • Telecommunication - Service Provider

  • Cigarettes/Tobacco

  • Construction - Real Estate

  • Breweries & Distilleries

  • Steel & Iron Products

  • Metal - Non Ferrous

  • Power Generation/Distribution

  • Insurance

  • Fertilizers

  • Bank - Public

  • Gas Transmission/Marketing

  • Chemicals

  • e-Commerce

  • Electric Equipment

  • Bearings

  • Hospital & Healthcare Services

  • Fintech

  • Finance Term Lending

  • Engineering - Industrial Equipments

  • Abrasives

  • Diamond & Jewellery

  • Tyres & Allied

  • Diesel Engines

  • Mining & Minerals

  • Plastic Products

  • Oil Exploration

  • Automobiles-Trucks/Lcv

  • Textile

  • Trading

  • Finance - Housing

  • Industrial Gases & Fuels

  • Consumer Food

  • Electronics - Components

  • Logistics

  • Finance - Investment

  • Sugar

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Fund Manager

  • CARE AAA

  • Cash

  • CRISIL A+(CE)

  • CRISIL AA+

  • CRISIL AAA

  • Equity

  • ICRA A1+

  • ICRA AA+

  • ICRA AAA

  • MFU

  • REITs & InvITs

  • Rights

  • SOV

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About Kotak Balanced Advantage Fund

Scheme Analysis

Kotak Balanced Advantage Fund is a Hybrid - Balanced Advantage fund and belongs to Kotak Mahindra Mutual Fund. It was launched on 03-Aug-2018 and currently has an AUM of ₹16,988.47 crore. Kotak Balanced Advantage Fund is benchmarked against NIFTY 50 - TRI as primary index and NIFTY 50 Hybrid Composite Debt 50:50 Index as secondary index.

The NAV of Kotak Balanced Advantage Fund ended down ₹-0.1(-0.5%)yesterday to ₹19.996.

Among its top 3 holdings the fund has exposure to Triparty Repo, and

The Kotak Balanced Advantage Fund is managed by Abhishek Bisen and Hiten Shah.

Fund House Contact

27 BKC, C-27, G Block, Bandra Kurla Complex, Bandra (E), Mumbai - 400 051

+91 (22) 66384400
mutual@kotak.com
+91 (22) 66384455