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BSE - Delayed Quote INR

Kotak Balanced Advantage Fund Reg Gr (0P0001DZDO.BO)

19.97
+0.01
+(0.06%)
At close: May 3 at 1:30:00 AM GMT+5:30

Performance Overview

Morningstar Return Rating --
YTD Return 0.55%
5y Average Return 14.36%
Number of Years Up 6
Number of Years Down --
Best 1Y Total Return (May 2, 2025) 16.06%
Worst 1Y Total Return (May 2, 2025) --
Best 3Y Total Return 16.06%
Worst 3Y Total Return 10.03%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001DZDO.BO
Category
YTD
-2.29%
0.00%
1-Month
4.86%
0.00%
3-Month
-2.29%
0.00%
1-Year
8.55%
0.00%
3-Year
10.44%
0.00%
5-Year
15.94%
0.00%
10-Year
0.00%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0001DZDO.BO
Category
2025
--
--
2024
14.34%
--
2023
16.06%
--
2022
3.76%
--
2021
12.96%
--
2020
13.64%
--
2019
12.14%
--
2018
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -2.29% -- -- --
2024 2.92% 7.14% 6.00% -2.18%
2023 0.03% 6.65% 2.53% 6.10%
2022 -0.12% -4.11% 5.73% 2.47%
2021 3.19% 4.24% 4.82% 0.19%
2020 -17.57% 16.83% 8.18% 9.09%
2019 3.66% 2.21% 1.59% 4.18%
2018 1.48% -- -- --

Rank in Category (By Total Return)

YTD 51
1-Month 23
3-Month 51
1-Year 25
3-Year 49
5-Year 42

Load Adjusted Returns

1-Year 7.55%
3-Year 10.44%
5-Year 15.94%
10-Year --

Performance & Risk

YTD Return 0.55%
5y Average Return 14.36%
Rank in Category (ytd) 51
% Rank in Category (ytd) --
Beta (5Y Monthly) --
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Kotak Mahindra Asset Management Co Ltd
Net Assets --
YTD Return -2.29%
Yield 0.00%
Morningstar Rating
Inception Date Aug 03, 2018

Fund Summary

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