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Kotak Balanced Advantage Fund - Regular Plan - Payout of Income Distribution cum capital withdrawal option Option
Side-by-side metrics
Metric#144336
SchemeKotak Balanced Advantage Fund - Regular Plan - Payout of Income Distribution cum capital withdrawal option Option
HouseKotak Mahindra Mutual Fund
CategoryHybrid Scheme - Dynamic Asset Allocation or Balanced Advantage
Latest NAV₹21.166
1M return-0.83%
3M return3.82%
6M return3.37%
1Y return3.79%
3Y CAGR8.99%
5Y CAGR8.12%
Inception CAGR9.71%
σ 1Y (annualized)8.49%
σ 3Y (annualized)7.84%
Max drawdown (all)-26.41%
Sharpe 1Y (rf=6%)-0.26
Sharpe 3Y (rf=6%)0.36