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Kotak Balanced Advantage Fund - Direct Plan - Growth Option
Side-by-side metrics
Metric#144335
SchemeKotak Balanced Advantage Fund - Direct Plan - Growth Option
HouseKotak Mahindra Mutual Fund
CategoryHybrid Scheme - Dynamic Asset Allocation or Balanced Advantage
Latest NAV₹23.247
1M return-0.74%
3M return4.10%
6M return3.94%
1Y return4.92%
3Y CAGR10.21%
5Y CAGR9.39%
Inception CAGR10.99%
σ 1Y (annualized)8.48%
σ 3Y (annualized)7.84%
Max drawdown (all)-26.32%
Sharpe 1Y (rf=6%)-0.13
Sharpe 3Y (rf=6%)0.51