Kotak Balanced Advantage Fund IDCW-P
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
Geographic Allocation
Top Stock Holdings
Fund House Management
The asset management company’s track record, AUM scale, and fund manager credentials.
Fund Manager Track Record
Hiten Shah
Lead Portfolio Manager
Mr. Hiten Shah has experience of 20 years. Manages 38 funds at Kotak Mahindra Asset Management Co Ltd with an AUM of approximately ₹1,10,024 Cr Holds a B.com degree.
Rohit Tandon
Co-Portfolio ManagerMr. Rohit Tandon has experience of 22 years. Manages 51 funds at Kotak Mahindra Asset Management Co Ltd with an AUM of approximately ₹19,355 Cr
Abhishek Bisen
Co-Portfolio ManagerMr. Abhishek Bisen has experience of 23 years. Manages 468 funds at Kotak Mahindra Asset Management Co Ltd with an AUM of approximately ₹78,491 Cr Holds a M.B.A. degree.
64 years
Combined Team Experience
₹ 2,07,870 Cr
Assets Under Management
Firm Overview
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Regulatory & Tax Information
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)