The scheme seeks to generate capital appreciation by investing in a dynamically balanced portfolio of equity & equity related securities and debt & money market securities.
Exit Load1.00%
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsNA
Rohit Tandon
Mr. Tandon has done B.E.(Mechanical) and PGDM from IIM-B
Prior to joining Kotak Mahindra Mutual Fund, he has worked with Reliance Nippon Life Insurance, Max Life Insurance and JP Morgan India
Common questions about this fund, answered from scheme data
The latest Net Asset Value (NAV) of Kotak Balanced Advantage Fund is ₹21.31 as of 2026-08-28.
Kotak Balanced Advantage Fund is classified as a Dynamic Asset Allocation fund.
The Assets Under Management (AUM) of Kotak Balanced Advantage Fund is ₹17,428.74 Cr.
The expense ratio of Kotak Balanced Advantage Fund is 1.89%.
Kotak Balanced Advantage Fund is managed by Rohit Tandon.
The minimum SIP investment for Kotak Balanced Advantage Fund is ₹100.
The exit load for Kotak Balanced Advantage Fund is 1%.
As per the SEBI Riskometer, Kotak Balanced Advantage Fund carries a Very High risk level.
Kotak Balanced Advantage Fund has delivered 5.27% (1Y), 9.56% (3Y) and 8.62% (5Y) annualised returns as of 2026-08-28.
Kotak Balanced Advantage Fund was launched on 1994-08-05.
Open an account with Indiabulls Securities, complete your KYC, and invest via SIP or a one-time lumpsum through our platform.
A Systematic Investment Plan (SIP) lets you invest a fixed amount at regular intervals (e.g., monthly) instead of a single lumpsum.
There is no separate brokerage on mutual fund units. The AMC charges an expense ratio, which is already reflected in the NAV. An exit load may apply if you redeem before the specified period.
Mutual fund NAVs are declared once per business day after market close, in line with SEBI norms.
The FAQs above are generated from data provided by the AMC and are for educational purposes only. They do not constitute financial advice, buy/sell recommendations, or return guarantees. Mutual fund investments are subject to market risks — read all scheme-related documents carefully before investing. Past performance is not indicative of future returns.
