Kotak-Balanced-Advantage-Fund-Regular-Plan-Growth-Option

NAV

20.235

0.06 (0.3064 %)

14-05-2025

CAGR Since Inception

10.95 %

NIFTY 50 Hybrid Composite debt 50:50 Index

11.41 %

Funds Manager

Abhishek Bisen, Hiten Shah, Arjun Khanna, Rohit Tandon

Asset Allocation (%)

PORTFOLIO ANALYSIS of Kotak-Balanced-Advantage-Fund-Regular-Plan-Growth-Option

Top 10 Stocks in portfolio (%)

Top 10 Sectors in portfolio (%)

Key Performance and Risk Statistics of Kotak-Balanced-Advantage-Fund-Regular-Plan-Growth-Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Kotak-Balanced-Advantage-Fund-Regular-Plan-Growth-Option 5.45 0.73 0.8 0.92 7.1 8.75
Hybrid: Dynamic Asset Allocation - - - - - -