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Kotak Balanced Advantage Fund - Direct (IDCW) Hybrid - Equity Oriented
INVEST

Plan: OPEN | Option: Dividend | Rohit Tandon

15 Dec 25 | 12:00 AM

22.85 -0.01 (-0.04%)

  • Outperforms

    4.92%

    Return (1Y)

    beaten Hybrid - Equity Oriented by 0.22%

  • Less Volatile

    0.48%

    Standard Deviation (1Y)

    Lower than Hybrid - Equity Oriented by -0.12%

  • Not so consistent

    4/12

    Months

    Has beaten Hybrid - Equity Oriented

  • Value research rating

    Not Rated

Critical Parameters

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Returns

In last 1 year Kotak Balanced Advantage Fund - Direct (IDCW), has beaten its benchmark, Hybrid - Equity Oriented by 0.22% (CAGR difference)

4.92%

Outperforms

This is +ve Alpha

Performance Chart for Rs

Invested in

16 Dec 2024

Risk

In last 1 year , the volatility of Kotak Balanced Advantage Fund - Direct (IDCW),is Lower than its benchmark, Hybrid - Equity Oriented by -0.12%

0.48%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 4 out of Last 12 Months, i.e 33.33% of the times It has beaten its benchmark, Hybrid - Equity Oriented

Consistency Meter

View Stock Composition