Kotak Balanced Advantage Fund

Dynamic Asset Allocation / BAFHybrid Rank 17 of 34

NAV · Direct-Growth

₹23.31-0.04-0.18%

As of 1 Sept 2026 · AMFI

NAV growth+5.6%

Sep ’25Sep ’26

Arthkar verdictSolid on the numbers

Returns

Mixed vs category

1 of 3 periods ahead

Consistency

Strong

positive in 8 of 8 years

Beats its Dynamic Asset Allocation / BAF category on 5Y but trails on 1Y & 3Y.

1Y return

+5.6%

-1.9 vs cat

3Y CAGR

+10.4%

-0.4 vs cat

5Y CAGR

+9.6%

+0.5 vs cat

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

8.9%

3Y std dev

Go deeper on Kotak Balanced Advantage Fund

Two data-only views, computed from this fund's real NAV history — no projections.

Kotak Balanced Advantage Fund SIP returnsWhat ₹1,000–₹25,000/month actually became, 3 to 20 years — real results, with drawdowns and an FD comparison.Kotak Balanced Advantage Fund real oddsYour real chances over every start date in history — how often it made money and beat a fixed deposit.

In plain English

Kotak Balanced Advantage Fund is a Dynamic Asset Allocation / BAF scheme from Kotak Mahindra. Long-run track record: about 9.6% CAGR over 5 years. Worst historical drawdown: -26% in Mar 2020, recovered in 4 months.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Direct · Growth · INF174KA1210

NAV (Direct-Growth)

₹23.3080

Last 1Y

+5.64%

Sept 25Min ₹21.16 · Max ₹23.49 · 248 ptsSept 26

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

Mar 2020

-26.3%

Peak ₹11.61 on 12 Feb 2020 → trough ₹8.56 on 23 Mar 2020 (1 months down).

Recovered in 4 months· 21 Jul 2020

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Performance

Returns for various periods, with category average and peer rank.

Period	Returns	Category avg	Rank
1W	-0.57%	-0.66%	19/ 41
1M	+0.28%	+0.31%	22/ 41
3M	+4.61%	+4.20%	14/ 41
6M	+2.29%	+5.39%	20/ 41
YTD	+1.56%	+3.92%	19/ 40
1Y	+5.64%	+7.56%	16/ 40
2Y	+4.14%	+3.67%	12/ 39
3Y	+10.42%	+10.80%	17/ 34
5Y	+9.60%	+9.11%	10/ 24
7Y	+11.86%	+11.07%	7/ 21

Available plans & options

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