Kotak Balanced Advantage Fund

Dynamic Asset Allocation / BAFHybrid Rank 18 of 34

NAV · Direct-Growth

₹22.37-0.15-0.69%

As of 1 Oct 2026 · AMFI

NAV growth+0.3%

Oct ’25Oct ’26

Arthkar verdictSolid on the numbers

Returns

Mixed vs category

1 of 3 periods ahead

Consistency

Strong

positive in 7 of 8 years

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

1Y return

-0.0%

-2.8 vs cat

3Y CAGR

+8.9%

-0.4 vs cat

5Y CAGR

+8.4%

+0.5 vs cat

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

9.3%

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 8.4% 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)

₹22.3680

Last 1Y

+0.34%

Oct 25Min ₹21.16 · Max ₹23.49 · 247 ptsOct 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	-2.08%	-1.86%	28/ 41
1M	-3.78%	-3.39%	25/ 41
3M	-3.28%	-2.64%	27/ 41
6M	+4.66%	+7.63%	19/ 41
YTD	-2.54%	+0.17%	22/ 40
1Y	-0.05%	+2.71%	22/ 40
2Y	+1.98%	+1.91%	19/ 39
3Y	+8.91%	+9.26%	18/ 34
5Y	+8.38%	+7.90%	10/ 24
7Y	+10.97%	+10.24%	7/ 21

Available plans & options

PlanOptionFull nameISIN

Click a plan to see its NAV and chart above. Direct plans have lower expense ratios than Regular — same portfolio, more of the return stays with you.

NEW

See your SIP through Indian market history

Pick a fund and a start year — get a 60-second cinematic replay of every crash, boom, and headline with your money in it. Real NAV data, no “assumed 12%” lies.

Try Wealth Time Machine

AI · Free

Find what's really inside your funds

Upload your CAS PDF — get instant stock concentration, hidden fund overlap, sector risk, and 3 key insights, written by AI in plain English.

Run Portfolio X-Ray