AMFI · Scheme 144333

Kotak Balanced Advantage Fund

Kotak Mahindra Mutual Fund · Hybrid Scheme - Dynamic Asset Allocation or Balanced Advantage

Latest available NAV₹21.3900As of 14 Aug 2026
1-year return5.15%
3-year CAGR9.70%
5-year CAGR8.89%
Plan AUM₹14,148.20 cr

Fund snapshot

What should you know about Kotak Balanced Advantage Fund?

Kotak Balanced Advantage Fund is a Hybrid Scheme - Dynamic Asset Allocation or Balanced Advantage scheme from Kotak Mahindra Mutual Fund. Its latest tracked NAV is ₹21.3900.

Returns are calculated from stored NAV history. Use them with the scheme risk level, portfolio, costs and official documents before making an investment decision.

Analyse this fund in ClearMarket

Explore similar funds

Funds related to Kotak Balanced Advantage Fund

About this data

NAV and scheme identity are sourced from AMFI-backed ClearMarket datasets. Returns depend on available NAV history and may differ from an AMC presentation because of period cut-offs. Figures are informational, not investment advice.