MFLens
Trailing returns lie. Rolling data doesn’t.Kotak Balanced Advantage Fund
Balanced AdvantageKotak Mahindra Mutual Fund
GOOD QUALITY62/100
Ranks #7 of 25 Balanced Advantage funds
Track Record
87.8%
3Y rolling
Sharpe Ratio
0.80
3Y
Alpha
2.42%
vs benchmark · 3Y
CAGR
12.92%
3Y annualised
Full analysis at mflens.in
1 August 2026
Past performance does not guarantee future returns. Data via MFLens rolling analysis.