Kotak Balanced Advantage Fund -Regular Plan - Growth Option

Risk Profile: MODERATELY HIGH

NAV

11.386

-0.01 (-0.1142 %)

20-02-2020

CAGR Since Inception

8.71 %

NIFTY 50 TRI

13.43 %

Funds Manager

Mr. Abishek Bisen, Mr. Arjun Khanna, Mr. Deepak Gupta and Mr. Harish Krishnan

Mr. Bisen is a BA and MBA in Finance. Prior to joining Kotak AMC, Abhishek was working with Securities Trading Corporation Of India Ltd where he was looking at Sales & Trading of Fixed Income Products apart from doing Portfolio Advisory. His earlier assignments also include 2 years of merchant banking experience with a leading merchant banking firm. Mr. Khanna has done CFA, FRM, MMS(Finance) & B.E (Electronics). Prior to joining Kotak Mahindra Mutual Fund, he was with Principal Mutual Fund and has also worked with Citibank. Mr. Gupta is a B.Com (H), CA, Cost Accountant and CFA. He has been associated with Kotak AMC since 2007. Mr. Krishnan is a Graduate from Government Engineering College Trichur and MBA from IIM Kozhikode. Prior to joining Kotak AMC he has worked with Kotak Mahindra (UK) Ltd.


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 -
Hybrid: Dynamic Asset Allocation - - - - - -