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.
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Kotak Balanced Advantage Fund -Regular Plan - Growth Option | - | |||||
| Hybrid: Dynamic Asset Allocation | - | - | - | - | - | - |