Kotak Balanced Advantage Fund - Direct (G) vs Kotak Multi Asset Allocation Fund - Direct (G)

Kotak Balanced Advantage Fund - Direct (G) vs Kotak Multi Asset Allocation Fund - Direct (G)

stock1

Kotak Balanced Advantage Fund - Direct (G)

11.03%

stock2

Kotak Multi Asset Allocation Fund - Direct (G)

7.25%

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Graph not available

About Fund

Deutsche Bank, AG Standard Chartered Bank

Computer Age Management Services (P) Ltd.

Deutsche Bank, AG Standard Chartered Bank

Computer Age Management Services (P) Ltd.

Very High Risk

100

16987.87

2.02

21.436

July 13, 2018

0

Very High Risk

100

7771.75

-

12.657

August 31, 2023

-

16.67 %

13.8 %

11.03 %

-

-

7.25 %

Deepak Gupta

B.com., CA.,Cost Accountant(AIMR), CFA

Gupta has 4 years of experience in the mutual fund industry. He worked in the operations division of kotak amc for 2 years. Subsequently in April 2007 he moved to the equity fund management team as a research analyst.

Harish Krishnan

CFA, PGDBM (IIM Kozhikode), B.Tech (Electronics & Communications)

Mr. Harish Krishnan has 14 years of experience spread over Equity Research and Fund Management. Prior to joining Kotak Mahindra Mutual Fund, he was based out of Singapore and Dubai, managing Kotak's offshore funds. He has also worked at Infosys Technologies Ltd in his earlier stint. He is a Bachelor of Technology (Electronics & Communications) from Government Engineering College, Trichur, a post Graduate in Management from Indian Institute of Management, Kozhikode and a Chartered Financial Analyst from the CFA Institute.

Harsha Upadhyaya

(B.E,Mechancial from Rec, suratkal. PGDM form IIM from Lucknow. CFA institute, USA.

Harsha began his career with Essar steel as an engineer and moved on to pursue higher studies. After completion of PGDM, he joined uti in 1996 and worked as an equity analyst tracking various sectors for over three years. Before his second stint with UTI Mutual Fund starting april 2006, harsha gained considerable experience on indian equity markets working as research analyst in local and foreign broking houses; he has also gained valuable experience in the areas of business analysis and finance working at Reliance Industries and Reliance energy.

Rohit Tandon

B.E.(Mechanical) Punjab University, Chandigarh & PGDM(IIM Bangalore)

Mr. Rohit has over 19 years of experience in equity research and fund management. Prior to joining KMAMC he was the Head (Equities) at Reliance Nippon Life Insurance. Before that he has worked with Max Life Insurance as Senior Fund Manager (Equities) for 14 years. He has also worked as a sell-side analyst in Power, Infrastructure & Capital Goods sectors in JP Morgan India for 4 years.

Devender Singhal

B.A. (Maths) from Delhi University and PGDM, Finance from Fore School of Management, Delhi.

Prior to joining Kotak Mahindra AMC, he has worked with kotak Securities Ltd.(July 2007 - January 2009) ,Religare (Feb 2006 - June 2007), Karvy (July 2004 - January 2006), P N Vijay Financial Services Pvt Ltd(2001- 2004) and Dundee Mutual Fund(Summer Trainee) (May 2000 - June 2000).

Get your FAQs right

When comparing Kotak Balanced Advantage Fund - Direct (G) vs Kotak Multi Asset Allocation Fund - Direct (G), consider factors such as historical performance, expense ratios, investment strategy, risk level, and the fund manager's credibility. Moreover, look at asset allocation and how each fund fits your investment goals.
Yes, you can invest in both Kotak Balanced Advantage Fund - Direct (G) and Kotak Multi Asset Allocation Fund - Direct (G) at the same time. This can help diversify your portfolio and balance risk, provided the fund manager's investment strategies streamline each other.
While comparing Kotak Balanced Advantage Fund - Direct (G) and Kotak Multi Asset Allocation Fund - Direct (G), the portfolio turnover ratio indicates how frequently assets within the fund are bought and sold. A high turnover may lead to higher transaction costs and tax implications, while a low turnover ratio indicates a buy-and-hold strategy.
Yes, you can typically switch between Kotak Balanced Advantage Fund - Direct (G) and Kotak Multi Asset Allocation Fund - Direct (G), subject to the fund's policies and any applicable fees. It is important to consider potential tax implications and the timing of your switch.
Yes, you can compare Kotak Balanced Advantage Fund - Direct (G) and Kotak Multi Asset Allocation Fund - Direct (G) based on their dividend payouts. Look at dividends profit, consistency, and growth, as these factors can influence your overall return on investment.

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