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Kotak Balanced Advantage Fund – Dynamic Hybrid Equity/Debt Allocation
Kotak Balanced Advantage Fund offers ~67% equity / ~24% debt dynamic allocation with growth‑plus‑protection hybrid strategy.
The Kotak Balanced Advantage Fund, launched on 3 August 2018, is a hybrid fund employing dynamic asset allocation between equity and debt instruments based on internal models. :contentReference[oaicite:2]{index=2} As of late‑2025 the AUM is ~₹17,475 crore and expense ratio for direct plan ~0.57% (some documents show ~1.66% regular). The portfolio comprises ~67% equity and ~24% debt in recent disclosures. The scheme is classified under “Hybrid – Balanced Advantage” category and is appropriate for investors seeking moderate growth with downside mitigation compared to pure equity funds.