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Kotak Balanced Advantage Fund - Regular (G) Hybrid - Equity Oriented
INVEST

Plan: OPEN | Option: Growth | Rohit Tandon

11 Jul 25 | 12:00 AM

20.66 -0.08 (-0.38%)

  • Outperforms

    6.28%

    Return (1Y)

    beaten Hybrid - Equity Oriented by 1.58%

  • Less Volatile

    0.52%

    Standard Deviation (1Y)

    Lower than Hybrid - Equity Oriented by -0.14%

  • Not so consistent

    6/12

    Months

    Has beaten Hybrid - Equity Oriented

  • Value research rating

    Not Rated
JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9Kotak Balanced Advantage Fund - Regular (G)

Critical Parameters

Everyone of us wants to create wealth by investing in top funds. Have a look at the key parameters that you need to check before deciding to invest in a mutual fund.

Returns

In last 1 year Kotak Balanced Advantage Fund - Regular (G), has Beaten its benchmark, Hybrid - Equity Oriented by 1.58% (CAGR difference)

6.28%

Outperforms

This is +ve Alpha
Performance Chart for Rs

Invested in

14 Jul 2024

Risk

In last 1 year , the volatility of Kotak Balanced Advantage Fund - Regular (G),is Lower than its benchmark, Hybrid - Equity Oriented by -0.14%

0.52%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 6 out of Last 12 Months, i.e 50% of the times It has beaten its benchmark, Hybrid - Equity Oriented

Consistency Meter

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9ConsistentInconsistent
JavaScript chart by amCharts 3.20.9Monthly Return ComparisonJanJanJanJanJanJanJanJanJanJanJanJan-10-50510
JavaScript chart by amCharts 3.20.9Kotak Balanced Advantage Fund - Regular (G) Hybrid - Equity Oriented
JavaScript chart by amCharts 3.20.9Monthly AlphaJanJanJanJanJanJanJanJanJanJanJanJan-101
JavaScript chart by amCharts 3.20.9-ve Alpha (%)+ve Alpha (%)

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