Open Ended Schemeshybrid Scheme Dynamic Asset Allocation Or Balanced Advantageregulargrowth

Kotak Balanced Advantage Fund - Regular Plan - Payout of Income Distribution cum capital withdrawal option Option

Kotak Mahindra Mutual Fund · AMFI Code: 144336

₹₹19.3510

NAV as of 30 Mar 2026

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Returns (Lumpsum)

CAGR for periods ≥ 1 year

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Since Inception (Mar 2026)-1.42%

SIP Returns (XIRR)

₹1,000/month SIP, annualised

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Since Inception (Mar 2026)—

Fund Details

Fund HouseKotak Mahindra Mutual Fund

CategoryOpen Ended Schemeshybrid Scheme Dynamic Asset Allocation Or Balanced Advantage

Plan Typeregular

Optiongrowth

Min SIP₹500

Min Lumpsum₹1,000

Launch Date27 Mar 2026

AMFI Code144336

Risk Metrics

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Sharpe Ratio

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Max Drawdown

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