Kotak Mahindra Mutual Fund
Kotak Balanced Advantage Fund - Direct - Growth
Data Verified
Last checked: 25 Feb 2026Best for investors looking for a disciplined, model-based approach to dynamic asset allocation.
Uses a proprietary "Ennead" model to manage the equity-debt mix dynamically, focusing on capital appreciation while managing downside risk.
Model-drivenDownside ProtectionFlexible AllocationTaxed as EquityStable Alpha
3Y Returns
13.5%
Annualized CAGR
AUM
₹16800Cr
Asset Size
Expense Ratio
0.68%
Direct Plan
Expert Verdict
"Kotak BAF is less aggressive than ICICI BAF but more model-driven. It provides a very smooth ride across market cycles. If you want a fund that you can "set and forget" for your retirement goals, this is a strong candidate. Verdict: Safe and steady dynamic asset allocator."
Fund Details
Fund CategoryBalanced Advantage
Fund ManagerPankaj Tibrewal
BenchmarkNIFTY 50 Hybrid Composite Debt 50:50 Index
Exit Load1% if redeemed within 1 year
Rating4/5 Stars
Min SIP₹1000
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Eligibility Summary
- Min. Credit Score700+
- Min. Income₹20k/mo
- EmploymentSalaried/Self