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Kotak Balanced Advantage Fund
Fund Overview
| AUM (Fund size) | ₹17,874 Cr |
| Exit load | 1.0% |
| Lock-in Period | Nil |
| Age | 7 yrs 4 m since Jul 13, 2018 |
| Benchmark | NIFTY 50 Hybrid Composite Debt 50:50 Index |
| Min. investment | SIP: ₹3000 & Lumpsum: ₹10000 |
| Expense ratio | 1.65% as on Oct 31, 2025 |
| Plan type | Regular |
| Risk | Very High |
Peer Comparison
| Fund Name | 1M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|
| Kotak Balanced Advantage Fund | 0.61% | 3.38% | 8.15% | 12.32% | 11.31% | N.A. |
| ICICI Prudential Balanced Advantage Fund | 0.78% | 6.43% | 12.46% | 13.77% | 13.57% | 11.44% |
| Franklin India Dynamic Asset Allocation Active FoF | 0.7% | 3.25% | 7.7% | 13.37% | 17.16% | 10.45% |
| Tata Balanced Advantage Fund | 0.71% | 3.92% | 6.69% | 11.17% | 11.96% | 7.7% |
| Nippon India Balanced Advantage Fund | 0.73% | 4.43% | 9.25% | 12.73% | 12.91% | 10.91% |
| Axis Balanced Advantage Fund | 1.03% | 4.18% | 8.51% | 14.56% | 12.43% | 7.97% |
| Fund Name | Std. deviation | Beta | Sharpe | Sortino |
|---|---|---|---|---|
| Kotak Balanced Advantage Fund | 7.06 | 0.71 | 0.75 | 0.95 |
| ICICI Prudential Balanced Advantage Fund | 5.46 | 0.55 | 1.17 | 1.69 |
| Franklin India Dynamic Asset Allocation Active FoF | 6.35 | 0.63 | 0.99 | 1.50 |
| Tata Balanced Advantage Fund | 6.55 | 0.67 | 0.67 | 1.01 |
| Nippon India Balanced Advantage Fund | 6.94 | 0.71 | 0.82 | 1.23 |
| Axis Balanced Advantage Fund | 7.49 | 0.75 | 0.96 | 1.55 |
| Fund Name | AUM | Fund Age | Expense Ratio |
|---|---|---|---|
| Kotak Balanced Advantage Fund | 17,874 Cr | 7 yrs 4 m | 1.65% |
| ICICI Prudential Balanced Advantage Fund | 68,450 Cr | 19 yrs | 1.44% |
| Franklin India Dynamic Asset Allocation Active FoF | 1,309 Cr | 22 yrs 1 m | 2.08% |
| Tata Balanced Advantage Fund | 9,906 Cr | 6 yrs 10 m | 1.71% |
| Nippon India Balanced Advantage Fund | 9,662 Cr | 21 yrs 1 m | 1.74% |
| Axis Balanced Advantage Fund | 3,721 Cr | 8 yrs 4 m | 1.91% |