The investment objective of the scheme is to generate capital appreciation by investing in adynamically balanced portfolio of equity & equity related securities and debt & money marketsecurities.
Expert-managed portfolios tailored to your financial goals and risk appetite.
| Balanced Advantage | 1M | 3M | 6M | 9M | 1Y | 2Y | 3Y | 4Y | 5Y | 10Y | ALL |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund returns | -2.2% | -3.27% | -0.87% | -1.75% | -2.06% | 1.04% | 7.64% | 8.58% | 6.98% | N/A | 9.09% |
| Category returns | -2.49% | -3.14% | -1.26% | -2.03% | -2.18% | 0.76% | 7.95% | 8.97% | 7.52% | 9.13% | N/A |
| Absolute returns | -2.2% | -3.27% | -0.87% | -1.75% | -2.06% | 2.09% | 24.73% | 39.02% | 40.12% | N/A | 104.41% |
| Rank within category | 11/21 | 13/21 | 10/21 | 11/20 | 11/20 | 8/20 | 11/18 | 10/17 | 9/14 | N/A | N/A |
| Balanced Advantage | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|---|
| Yearly returns | N/A | 12.14% | 13.64% | 12.96% | 3.76% | 16.06% | 14.34% | 5.97% | -2.88% |
| Q1 returns | N/A | 3.66% | -17.57% | 3.19% | -0.12% | 0.03% | 2.93% | -2.29% | -8.06% |
| Q2 returns | N/A | 2.21% | 16.83% | 4.24% | -4.11% | 6.65% | 7.14% | 6.95% | 7.94% |
| Q3 returns | N/A | 1.59% | 8.18% | 4.82% | 5.73% | 2.53% | 6% | -1.77% | -1.9% |
| Q4 returns | 1.48% | 4.18% | 9.09% | 0.19% | 2.47% | 6.1% | -2.18% | 3.22% | -0.24% |
Nil upto 8% of investment and 1% for remaining investment on or before 1Y, Nil after 1Y
| Alpha | 0.110088 |
| Beta | 0.6217 |
| Sharpe Ratio | 0.0660812 |
| Sortino Ratio | 0.11907 |
| R-Squared | 0.9083 |
| Tracking Error | 1.5312 |
| Downside Risk | 12.3239 |
| Std. Deviation (Annualised) | 8.122 |
| Balanced Advantage | 1M | 3M | 6M | 9M | 1Y | 3Y | 5Y | 10Y | ALL | Fund Size (Cr) | Exp. Ratio | Sharpe | Risk |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Balanced Advantage Fund - Growth | -1.94% | -1.79% | 0.87% | 1.42% | 2.08% | 9.97% | 8.17% | 9.4% | 9.49% | 9,836.35 | 1.95 | 0.15 | Very High |
| Baroda BNP Paribas Balanced Advantage Fund - Regular Plan - Growth | -3.21% | -3.85% | -0.7% | -0.62% | -0.38% | 9.78% | 8.22% | N/A | 12.1% | 5,162.17 | 2.05 | 0.11 | Very High |
| ICICI Prudential Balanced Advantage Fund - Growth | -2.14% | -2.27% | -0.99% | -1.17% | -0.08% | 9.63% | 9.06% | 10.11% | 10.8% | 71,913.50 | 1.57 | 0.14 | High |
| Axis Balanced Advantage Fund - Regular Plan - Growth | -1.51% | -3.06% | -1.51% | -2.52% | -2.11% | 9.52% | 7.42% | N/A | 8.32% | 3,651.14 | 2.15 | 0.12 | Very High |
| HDFC Balanced Advantage Fund - Growth | -2.21% | -3.99% | -2.89% | -4.61% | -4.43% | 9.37% | 11.84% | 12.84% | 16.19% | 102,534.00 | 1.31 | 0.11 | Very High |
| WhiteOak Capital Balanced Advantage Fund - Regular Plan - Growth | -2.15% | -2.25% | 0.8% | -0.87% | -1.58% | 9.32% | N/A | N/A | 10.39% | 2,256.34 | 2.25 | 0.12 | High |
| Nippon India Balanced Advantage Fund - Growth | -2.5% | -3.34% | -1.06% | -0.98% | -1.76% | 8.59% | 7.46% | 9.23% | 14.02% | 9,532.23 | 1.99 | 0.10 | Very High |
| Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | -2.94% | -3.14% | -0.01% | -1.56% | -1.51% | 8.5% | N/A | N/A | 7.87% | 878.76 | 2.43 | 0.08 | Very High |
| SBI Balanced Advantage Fund - Regular Plan - Growth | -1.88% | -3.87% | -2.91% | -3.54% | -1.71% | 8.17% | 8.35% | N/A | 8.7% | 40,544.60 | 1.67 | 0.09 | Very High |
| Kotak Balanced Advantage Fund - Regular Plan - Growth Current | -2.2% | -3.27% | -0.87% | -1.75% | -2.06% | 7.64% | 6.98% | N/A | 9.09% | 16,618.40 | 1.89 | 0.07 | Very High |
| Name | Sector | Instrument | Assets % |
|---|---|---|---|
| Triparty Repo | Cash & Cash Equivalents and Net Assets | 6.54% | |
| 7.34% Central Government - 2064 | Government Securities | 5.67% | |
| ICICI Bank Ltd. | Banks | Domestic Equities | 4.93% |
| State Bank Of India | Banks | Domestic Equities | 3.64% |
| Reliance Industries Ltd. | Petroleum Products | Domestic Equities | 3.36% |
| HDFC Bank Ltd. | Banks | Domestic Equities | 3.16% |
| Bharti Airtel Ltd. | Telecom - Services | Domestic Equities | 2.38% |
| Larsen & Toubro Ltd. | Construction | Domestic Equities | 1.99% |
| Bajaj Finance Ltd. | Finance | Domestic Equities | 1.75% |
| Solar Industries India Ltd. | Chemicals and Petrochemicals | Domestic Equities | 1.67% |
| Ultratech Cement Ltd. | Cement and Cement Products | Domestic Equities | 1.55% |
| 7.6% Power Finance Corporation Ltd.** | Corporate Debt | 1.49% | |
| Infosys Ltd. | IT - Software | Domestic Equities | 1.48% |
| Adani Ports and Special Economic Zone Ltd. | Transport Infrastructure | Domestic Equities | 1.40% |
| Eternal Ltd. | Retailing | Domestic Equities | 1.35% |
| Axis Bank Ltd. | Banks | Domestic Equities | 1.30% |
| JTPM METAL TRADERS PVT LTD ( CATALYST TRUSTEESHIP LIMITE) ** | Corporate Debt | 1.30% | |
| Mahindra & Mahindra Ltd. | Automobiles | Domestic Equities | 1.29% |
| Sansera Engineering Ltd. | Auto Components | Domestic Equities | 1.27% |
| Kotak Mahindra Bank Ltd. | Banks | Domestic Equities | 1.25% |
| Maruti Suzuki India Ltd. | Automobiles | Domestic Equities | 1.23% |
| GE Vernova T&D India Ltd. | Electrical Equipment | Domestic Equities | 1.17% |
| Brookfield India Real Estate Trust REIT | Realty | REITs & InvITs | 1.16% |
| 6.8% National Housing Bank** | Corporate Debt | 1.15% | |
| Adani Enterprises Ltd. | Metals and Minerals Trading | Domestic Equities | 1.02% |
| Mphasis Ltd. | IT - Software | Domestic Equities | 0.99% |
| Knowledge Realty Trust | Realty | REITs & InvITs | 0.92% |
| Interglobe Aviation Ltd. | Transport Services | Domestic Equities | 0.92% |
| PUNJAB NATIONAL BANK | Certificate of Deposit | 0.88% | |
| ITC Ltd. | Diversified FMCG | Domestic Equities | 0.86% |
| 7.25% Central Government - 2063 | Government Securities | 0.85% | |
| Tech Mahindra Ltd. | IT - Software | Domestic Equities | 0.81% |
| 7.09% Central Government - 2054 | Government Securities | 0.77% | |
| Coromandel International Ltd. | Fertilizers and Agrochemicals | Domestic Equities | 0.76% |
| Acutaas Chemicals Ltd. | Pharmaceuticals and Biotechnology | Domestic Equities | 0.76% |
| Schaeffler India Ltd. | Auto Components | Domestic Equities | 0.72% |
| NTPC Ltd. | Power | Domestic Equities | 0.70% |
| Power Grid Corporation Of India Ltd. | Power | Domestic Equities | 0.70% |
| Yatharth Hospital & Trauma Care Services Ltd. | Healthcare Services | Domestic Equities | 0.69% |
| Bharat Petroleum Corporation Ltd. | Petroleum Products | Domestic Equities | 0.65% |
| NATIONAL BANK FOR AGRICULTURE & RURAL DEVELOPMENT** | Certificate of Deposit | 0.65% | |
| Tata Consultancy Services Ltd. | IT - Software | Domestic Equities | 0.64% |
| Sun Pharmaceutical Industries Ltd. | Pharmaceuticals and Biotechnology | Domestic Equities | 0.64% |
| Hindustan Unilever Ltd. | Diversified FMCG | Domestic Equities | 0.62% |
| 7.44% NATIONAL BANK FOR AGRICULTURE & RURAL DEVELOPMENT | Corporate Debt | 0.60% | |
| BANK OF BARODA** | Certificate of Deposit | 0.59% | |
| ICICI Lombard General Insurance Company Ltd. | Insurance | Domestic Equities | 0.59% |
| Bosch Ltd. | Auto Components | Domestic Equities | 0.58% |
| DSP FINANCE PRIVATE LIMITED** | Commercial Paper | 0.58% | |
| Hindalco Industries Ltd. | Non - Ferrous Metals | Domestic Equities | 0.58% |
| Shriram Finance Ltd. | Finance | Domestic Equities | 0.53% |
| United Spirits Ltd. | Beverages | Domestic Equities | 0.53% |
| Krishna Institute of Medical Sciences Ltd | Healthcare Services | Domestic Equities | 0.53% |
| V-Guard Industries Ltd. | Consumer Durables | Domestic Equities | 0.53% |
| Torrent Pharmaceuticals Ltd. | Pharmaceuticals and Biotechnology | Domestic Equities | 0.52% |
| Ambuja Cements Ltd. | Cement and Cement Products | Domestic Equities | 0.49% |
| Bajaj Auto Ltd. | Automobiles | Domestic Equities | 0.48% |
| Ratnamani Metals & Tubes Ltd. | Industrial Products | Domestic Equities | 0.47% |
| Oberoi Realty Ltd. | Realty | Domestic Equities | 0.47% |
| Bharat Heavy Electricals Ltd. | Electrical Equipment | Domestic Equities | 0.46% |
| Power Finance Corporation Ltd. | Finance | Domestic Equities | 0.46% |
| 7.96% MINDSPACE BUSINESS PARKS REIT** | Corporate Debt | 0.45% | |
| 7.75% BHARTI TELECOM LTD.** | Corporate Debt | 0.45% | |
| Mahindra Lifespace Developers Ltd. | Realty | Domestic Equities | 0.45% |
| 7.06% BROOKFIELD REIT** | Corporate Debt | 0.44% | |
| REC LTD** | Corporate Debt | 0.43% | |
| Vedanta Aluminium Metal Ltd. | Non - Ferrous Metals | Domestic Equities | 0.43% |
| Godrej Consumer Products Ltd. | Personal Products | Domestic Equities | 0.42% |
| Titan Company Ltd. | Consumer Durables | Domestic Equities | 0.42% |
| Carborundum Universal Ltd. | Industrial Products | Domestic Equities | 0.42% |
| Apollo Tyres Ltd. | Auto Components | Domestic Equities | 0.41% |
| Bharat Electronics Ltd. | Aerospace and Defense | Domestic Equities | 0.40% |
| Indus Towers Ltd. | Telecom - Services | Domestic Equities | 0.40% |
| Gujarat Energy Ltd. | Gas | Domestic Equities | 0.38% |
| Coal India Ltd. | Consumable Fuels | Domestic Equities | 0.38% |
| Persistent Systems Ltd. | IT - Software | Domestic Equities | 0.37% |
| Life Insurance Corporation of India | Insurance | Domestic Equities | 0.37% |
| 6.9% Central Government - 2065 | Government Securities | 0.36% | |
| Jindal Steel Ltd. | Ferrous Metals | Domestic Equities | 0.36% |
| Aptus Value Housing Finance India Ltd. | Finance | Domestic Equities | 0.33% |
| 9.35% TELANGANA STATE INDUSTRIAL INFRASTRUCTURE CORPORATION LTD.** | Corporate Debt | 0.32% | |
| Oil & Natural Gas Corporation Ltd. | Oil | Domestic Equities | 0.31% |
| Capital Infra Trust | Construction | REITs & InvITs | 0.30% |
| 9.09% MUTHOOT FINANCE LTD.** | Corporate Debt | 0.30% | |
| 360 ONE PRIME LTD.** | Corporate Debt | 0.30% | |
| Axiscades Technologies Ltd. | Aerospace and Defense | Domestic Equities | 0.30% |
| HDFC BANK LTD.** | Certificate of Deposit | 0.29% | |
| Biocon Ltd. | Pharmaceuticals and Biotechnology | Domestic Equities | 0.29% |
| PUNJAB NATIONAL BANK** | Certificate of Deposit | 0.29% | |
| HDFC Life Insurance Company Ltd. | Insurance | Domestic Equities | 0.29% |
| KEI Industries Ltd. | Industrial Products | Domestic Equities | 0.29% |
| FEDERAL BANK LTD.** | Certificate of Deposit | 0.29% | |
| Jyoti CNC Automation Ltd. | Industrial Manufacturing | Domestic Equities | 0.29% |
| SRF Ltd. | Chemicals and Petrochemicals | Domestic Equities | 0.28% |
| Apollo Hospitals Enterprise Ltd. | Healthcare Services | Domestic Equities | 0.28% |
| Net Current Assets/(Liabilities) | Cash & Cash Equivalents and Net Assets | 0.27% | |
| Embassy Office Parks REIT | Realty | REITs & InvITs | 0.27% |
| Kajaria Ceramics Ltd. | Consumer Durables | Domestic Equities | 0.26% |
| Adani Energy Solutions Ltd. | Power | Domestic Equities | 0.26% |
| 9.15% ANDHRA PRADESH STATE BEVERAGES CORPORATION LIMITED** | Corporate Debt | 0.25% | |
| Godrej Properties Ltd. | Realty | Domestic Equities | 0.25% |
| Asian Paints Ltd. | Consumer Durables | Domestic Equities | 0.24% |
| INDO-MIM Ltd. | Industrial Manufacturing | Domestic Equities | 0.23% |
| Hyundai Motor India Ltd. | Automobiles | Domestic Equities | 0.22% |
| Pine Labs Ltd. | Financial Technology (Fintech) | Domestic Equities | 0.22% |
| Cipla Ltd. | Pharmaceuticals and Biotechnology | Domestic Equities | 0.22% |
| Mindspace Business Parks REIT | Realty | REITs & InvITs | 0.20% |
| Sai Life Sciences Ltd. | Pharmaceuticals and Biotechnology | Domestic Equities | 0.20% |
| Piramal Finance Ltd. | Finance | Domestic Equities | 0.19% |
| Tata Motors Passenger Vehicles Ltd. | Automobiles | Domestic Equities | 0.18% |
| Amber Enterprises India Ltd. | Consumer Durables | Domestic Equities | 0.18% |
| Godrej Agrovet Ltd. | Food Products | Domestic Equities | 0.18% |
| Rainbow Children's Medicare Ltd. | Healthcare Services | Domestic Equities | 0.17% |
| PB Fintech Ltd. | Financial Technology (Fintech) | Domestic Equities | 0.17% |
| HDB Financial Services Ltd. | Finance | Domestic Equities | 0.16% |
| Tata Communications Ltd. | Telecom - Services | Domestic Equities | 0.16% |
| Viyash Scientific Ltd. | Pharmaceuticals and Biotechnology | Domestic Equities | 0.16% |
| Jana Small Finance Bank Ltd. | Banks | Domestic Equities | 0.16% |
| Page Industries Ltd. | Textiles and Apparels | Domestic Equities | 0.15% |
| DLF Ltd. | Realty | Domestic Equities | 0.15% |
| 8.28% PNB HOUSING FINANCE LTD.** | Corporate Debt | 0.15% | |
| 6.27% Power Finance Corporation Ltd.** | Corporate Debt | 0.15% | |
| INDIAN BANK** | Certificate of Deposit | 0.15% | |
| 7.71% HDFC BANK LTD.** | Corporate Debt | 0.15% | |
| MTAR Technologies Ltd. | Electrical Equipment | Domestic Equities | 0.15% |
| NTPC Green Energy Ltd. | Power | Domestic Equities | 0.14% |
| Indus Infra Trust | Transport Infrastructure | REITs & InvITs | 0.14% |
| 6.88% Bihar State Govt - 2035 - Bihar | Government Securities | 0.14% | |
| Sankhya Financial Service Pvt. Ltd. | Cash & Cash Equivalents and Net Assets | 0.14% | |
| Nuvama Wealth Management Ltd. | Capital Markets | Domestic Equities | 0.14% |
| Kalyan Jewellers India Ltd. | Consumer Durables | Domestic Equities | 0.12% |
| Deepak Nitrite Ltd. | Chemicals and Petrochemicals | Domestic Equities | 0.12% |
| Exide Industries Ltd. | Auto Components | Domestic Equities | 0.11% |
| Piramal Pharma Ltd. | Pharmaceuticals and Biotechnology | Domestic Equities | 0.11% |
| 8% ADITYA BIRLA CAPITAL LTD** | Corporate Debt | 0.10% | |
| Glenmark Pharmaceuticals Ltd. | Pharmaceuticals and Biotechnology | Domestic Equities | 0.10% |
| Astral Ltd. | Industrial Products | Domestic Equities | 0.10% |
| Raajmarg Infra Investment Trust | Transport Infrastructure | REITs & InvITs | 0.10% |
| Techno Electric & Engineering Company Ltd. | Construction | Domestic Equities | 0.10% |
| Hindustan Aeronautics Ltd. | Aerospace and Defense | Domestic Equities | 0.09% |
| Ashok Leyland Ltd. | Agricultural, Commercial and Constr | Domestic Equities | 0.09% |
| GS CG 25/05/2036 - (STRIPS) | Government Securities | 0.09% | |
| JIO Financial Services Ltd. | Finance | Domestic Equities | 0.09% |
| Kusumgar Ltd. | Textiles and Apparels | Domestic Equities | 0.09% |
| 7.64% Power Finance Corporation Ltd.** | Corporate Debt | 0.09% | |
| GS CG 15/10/2037 - (STRIPS) | Government Securities | 0.08% | |
| Punjab National Bank | Banks | Domestic Equities | 0.08% |
| GSPL Transmission Ltd. | Gas | Domestic Equities | 0.08% |
| The Phoenix Mills Ltd. | Realty | Domestic Equities | 0.08% |
| Alkem Laboratories Ltd. | Pharmaceuticals and Biotechnology | Domestic Equities | 0.07% |
| Tata Motors Ltd. | Agricultural, Commercial and Constr | Domestic Equities | 0.07% |
| GS CG 15/10/2039 - (STRIPS) | Government Securities | 0.07% | |
| Cummins India Ltd. | Industrial Products | Domestic Equities | 0.07% |
| Bank Of Baroda | Banks | Domestic Equities | 0.07% |
| Jubilant Ingrevia Ltd. | Chemicals and Petrochemicals | Domestic Equities | 0.07% |
| 9.15% ANDHRA PRADESH STATE BEVERAGES CORPORATION LIMITED** | Corporate Debt | 0.06% | |
| 8.42% GODREJ INDUSTRIES LTD ( ) ** | Corporate Debt | 0.06% | |
| 7.59% Power Finance Corporation Ltd.** | Corporate Debt | 0.06% | |
| Tempsens Instruments (India) Ltd. | Industrial Manufacturing | Domestic Equities | 0.05% |
| Swiggy Ltd. | Retailing | Domestic Equities | 0.05% |
| Hindustan Zinc Ltd. | Non - Ferrous Metals | Domestic Equities | 0.05% |
| TVS Motor Company Ltd. | Automobiles | Domestic Equities | 0.05% |
| Linde India Ltd. | Chemicals and Petrochemicals | Domestic Equities | 0.05% |
| Margin Deposit | Cash & Cash Equivalents and Net Assets | 0.05% | |
| SBI Funds Management Ltd. | Capital Markets | Domestic Equities | 0.04% |
| Voltas Ltd. | Consumer Durables | Domestic Equities | 0.04% |
| Laser Power & Infra Ltd. | Industrial Products | Domestic Equities | 0.04% |
| Eicher Motors Ltd. | Automobiles | Domestic Equities | 0.04% |
| ZF Commercial Vehicle Control Systems India Ltd. | Auto Components | Domestic Equities | 0.04% |
| Varun Beverages Ltd. | Beverages | Domestic Equities | 0.03% |
| 8.14% Haryana State Govt - 2028 - Haryana | Government Securities | 0.03% | |
| 8.47% TATA PROJECTS LTD.** | Corporate Debt | 0.03% | |
| 7.68% TATA CAPITAL LTD.** | Corporate Debt | 0.03% | |
| 7.43% PUNJAB NATIONAL BANK** | Corporate Debt | 0.03% | |
| Mankind Pharma Ltd. | Pharmaceuticals and Biotechnology | Domestic Equities | 0.02% |
| 7.3% Central Government - 2053 | Government Securities | 0.02% | |
| 8.13% Power Grid Corporation of India Ltd.** | Corporate Debt | 0.02% | |
| 8.12% Kotak Mahindra Prime Ltd.** | Corporate Debt | 0.02% | |
| JSW Steel Ltd. | Ferrous Metals | Domestic Equities | 0.02% |
| Bajaj Finserv Ltd. | Finance | Domestic Equities | 0.01% |
| Tata Consumer Products Ltd. | Agricultural Food and other Product | Domestic Equities | 0.01% |
| 7.86% Rajasthan State Govt - 2027 - Rajasthan | Government Securities | 0.01% | |
| Tata Steel Ltd. | Ferrous Metals | Domestic Equities | 0.01% |
| Nestle India Ltd. | Food Products | Domestic Equities | 0.01% |
| PNB Housing Finance Ltd. | Finance | Domestic Equities | 0.01% |
| 7.09% Central Government - 2074 | Government Securities | 0.01% | |
| Orchid Pharma Ltd. | Pharmaceuticals and Biotechnology | Domestic Equities | 0.01% |
| 8.29% TATA CAPITAL LTD.** | Corporate Debt | 0.01% | |
| 6.4% LIC HOUSING FINANCE LTD.** | Corporate Debt | 0.01% | |
| SBI Life Insurance Company Ltd. | Insurance | Domestic Equities | 0.01% |
| 6.79% Central Government - 2029 | Government Securities | 0.01% | |
| Steel Authority Of India Ltd. | Ferrous Metals | Domestic Equities | 0.01% |
| GAIL (India) Ltd. | Gas | Domestic Equities | 0.00% |
| Fortis Healthcare Ltd. | Healthcare Services | Domestic Equities | 0.00% |
| Jubilant FoodWorks Ltd. | Leisure Services | Domestic Equities | 0.00% |
| NMDC Ltd. | Minerals and Mining | Domestic Equities | 0.00% |
| Devyani International Ltd. | Leisure Services | Domestic Equities | 0.00% |
| 8.6% Central Government - 2028 | Government Securities | 0.00% | |
| Max Healthcare Institute Ltd. | Healthcare Services | Domestic Equities | 0.00% |
| Divi's Laboratories Ltd. | Pharmaceuticals and Biotechnology | Domestic Equities | 0.00% |
| Aurobindo Pharma Ltd. | Pharmaceuticals and Biotechnology | Domestic Equities | 0.00% |
| Prestige Estates Projects Ltd. | Realty | Domestic Equities | 0.00% |
| 6.67% Central Government - 2050 | Government Securities | 0.00% | |
| Central Government - 2033 | Government Securities | 0.00% | |
| Total | 100.00% | ||
Mr. Abhishek Bisen has been associated with the company since October 2006 and his key responsibilities include fund management of debt schemes. Prior to joining Kotak AMC, Abhishek was working with Securities Trading Corporation Of India Ltd where he was looking at Sales & Trading of Fixed Income Products apart from doing Portfolio Advisory. His earlier assignments also include 2 years of merchant banking experience with a leading merchant banking firm.
Mr. Hiten has done his Masters in Management Studies (Finance) from the Mumbai University. He has a total work experience of over 8 years in the equity market segment and has been associated with Edelweiss Asset Management Limited since July 2011 as Chief Dealer - Equities. Prior to joining the AMC, he was also associated with Edelweiss Securities Limited as Low Risk Arbitrage Trader for over three years.
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.
Get personalized portfolio management services designed to grow and protect your wealth.
ChatGPT
Claude
Perplexity
