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Kotak Balanced Advantage Reg-IDCW
Investment details
-
Min SIP amount
₹ 100
-
Min Lumpsum
₹ 100
-
Lock In
0
-
Expense ratio
1.65%
-
Exit load
1% Exit load for units in excess of 8% of the investment,1% will be charged for redemption within 180 days
L After 365 days
Fund details
View Fund Documents-
Fund size
₹ 17,513 Cr
-
Plan
REGULAR
-
Launch date
13 Jul 2018
-
Fund type
OPEN
-
Fund benchmark
NIFTY 50 Hybrid Composite Debt 50:50 Index
-
ISIN
INF174KA1178
Risk Associated
Very High
- Investors be aware that principal under this fund will be at Very High risk.
- This product is suitable for investors who are seeking capital appreciation over long term
About AMC
View All Mutual Funds-
Funds Offered
94
-
AUM
₹ 5,97,568 Cr
-
Website
About
Kotak Mahindra Asset Management Company Limited (KMAMC), a wholly owned subsidiary of Kotak Mahindra bank Limited. KMAMC started operations in December 1998 and has approximately 21 Lac investors. They offer schemes catering to investors with varying risk - return profiles and was the first fund house in the country to launch a dedicated gilt scheme investing only in government securities. They have presence in 82 cities and has 86 branches. Their vision is to be a responsible player in the Indian mutual fund space, always striving to offer best in class products across investor lifecycle.�
Fund Manager
View All Mutual Funds-
Funds Offered
65
-
AUM
₹ 1,58,591 Cr
-
Highest Return
37.27%
About
Abhishek Bisen Fund Manager - Role of a fund manager includes buying and selling of securities based on their research and analysis. Check out the mutual fund managers across all the categories for best guidance now
Frequently Asked Questions
View AllWhat is the current NAV of Kotak Balanced Advantage Reg-IDCW?
The current NAV of Kotak Balanced Advantage Reg-IDCW is ₹ 20.996
How much does Kotak Balanced Advantage Reg-IDCW charge as expense ratio?
The expense ratio of Kotak Balanced Advantage Reg-IDCW is 1.65%
How to Redeem Kotak Balanced Advantage Reg-IDCW Regular Growth?
To redeem, follow the steps below:
1. Login to your Moneyfy Account by Tata Capital.
2. Click on the "Portfolio" button on the bottom left of the home screen.
3. Click "View Funds" on the My Portfolio page.
4. Click on the three dots (⋮) next to the fund you want to redeem.
5. Click "Redeem" from the list to complete the process.
What are the steps to invest in Kotak Balanced Advantage Reg-IDCW?
To invest, follow the steps below:
1. Login to your Moneyfy Account by Tata Capital.
2. Click on the "Mutual Funds" button on the home screen.
3. Search for the fund name in the search bar at the top of the screen.
4. Click on the "Invest Now" button at the bottom.
5. Choose between SIP or Lumpsum option, enter the amount you wish to invest, and then click
on "Proceed to pay".
6. Complete the payment and OTP process to confirm your investments.
Secure your future with hassle-free investing on Moneyfy!
Can I invest in Kotak Balanced Advantage Reg-IDCW through both SIP and lump sum?
You can invest in Both SIP & Lumpsum in Kotak Balanced Advantage Reg-IDCW based on your investment objective and risk profile.
What is the return of Kotak Balanced Advantage Reg-IDCW?
For Kotak Balanced Advantage Reg-IDCW, 3-year return is 11.44% per annum and 5-year return is 9.76% per annum. Check the return performance in detail on the page.
What is the lock-in period in Kotak Balanced Advantage Reg-IDCW?
The lock-in-period of Kotak Balanced Advantage Reg-IDCW is 0 years.
How to Start your Investing journey on Tata Moneyfy?
At Tata Moneyfy, we follow 3 easy steps to make mutual fund investments simple, convenient, and quick:
Create account
Register your mobile number and email ID with Moneyfy
Complete KYC
Set up your account and update your KYC details
Start investing
Once we verify your KYC details, you’re ready to start investing!
Scan the QR code to download the app
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