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Mutual FundsKotak Balanced Advantage Fund Direct - Growth

K

Kotak Balanced Advantage Fund Direct - Growth

mtf 90% Margin via Pledge

5 Year Absolute Returns

87.27%profit

NAV (₹) on 14 Aug 2025

22.1050

1 Day NAV Change

+0.04%

3

Morningstar

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Value Research

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About Fund

Kotak Balanced Advantage Fund Direct - Growth is a Hybrid mutual fund scheme launched on 03 Aug 2018. Investors can begin their investment journey with a minimum SIP of ₹100 or a lumpsum investment of ₹100.

NAV

NIFTY50

2X

Investors doubled money in past 70 months.


CAGR: 13.37%
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Returns Calculator

Based on Annualised Returns

Investment Type


SIP Amount


Investment Period

5Y

32.73 L

3.50%

41.25 L

12.01%

42.84 L

13.37%

Savings Account
Regular Funds
This Fund on Dhan

Total Investment

30,00,000

Returns

12,84,041 (42.80%)

Maturity Value

42,84,041

Disclaimer: Fixed deposits offer guaranteed returns. Mutual fund investments carry market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns.


Direct vs Regular Returns

This FundExp. Ratio1M 3M 6M 1Y 3Y 5Y
Direct0.56%-1.32%0.89%7.66%5.90%42.94%87.27%
Regular1.65%-1.40%0.61%7.09%4.73%38.07%76.31%

Fund Details

Min. SIP Amount

100.00


Min. Lumpsum Amount

100.00


AUM (in Cr.)

17,537.30


Expense Ratio

0.56%


Lock-in Period

No Lock in Period


Inception Date

03 Aug 2018


Fund Age

7 Yrs


Benchmark

Nifty 50 Hybrid Composite Debt 50:50 Index


Scheme Type

Open Ended


Stamp Duty

0.005% (from July 1st 2020)


Exit Load

  • Exit load for units in excess of 8% of the investment,1% will be charged for redemption within 180 days

Tax Implication

  • If you redeem within 1 year, STCG are taxed at 20%; If you redeem after 1 year, and returns exceed ₹1.25 Lakhs in a financial year, LTCG are taxed at 12.5%

Fund AUM History

ParametersJanFebMarAprMayJunJul
AUM (in Cr.)16,64915,81316,54216,98817,34317,67817,537
Change -289-836730446355335-140
Change %-1.7%-5.02%4.61%2.69%2.09%1.93%-0.79%

Fund Returns Vs Nifty 50

Name1 Month3 Month6 Month1 Year3 Year5 Year
This Fund-1.32%0.89%7.66%5.90%42.94%87.27%
Nifty 50-0.37%-0.27%8.42%1.24%38.54%118.5%

*The above table contains absolute returns.


Historical Returns

Year
JanFebMarAprMayJunJulAugSepOctNovDec

2025

-2.10%-4.64%4.85%3.85%2.23%1.95%-1.00%-0.18%NANANANA

2024

0.50%1.28%0.57%1.15%0.90%2.85%2.66%1.41%1.54%-3.20%0.92%-0.56%

2023

-0.15%-0.30%-0.05%2.20%2.15%2.22%1.27%0.22%0.54%-0.86%3.90%3.34%

2022

-0.76%-1.81%2.42%-1.32%-0.50%-2.24%4.47%2.13%-1.05%2.72%1.57%-1.28%

2021

-0.09%1.46%0.59%-0.10%2.85%1.67%1.12%2.32%1.31%0.43%-0.79%0.44%

2020

0.55%-1.72%-15.40%13.16%3.26%5.38%4.89%2.33%0.71%0.90%4.69%2.85%

2019

-0.13%0.27%3.19%0.72%1.82%-0.50%-1.45%0.91%3.59%3.15%0.98%0.68%

2018

NANANANANANANA0.86%-1.71%-1.26%2.45%0.64%

Asset Allocation

AUM

₹17,537.30 Cr

Cash Holding

20.04%

Equity

57.25%

Cash

20.04%

Debt

22.70%

Other

0.00%


Sector Holdings

as of 31 Jul 2025

SectorsWeightage
Other31.98%
Financial Services17.72%
Industrials8.66%
Consumer Cyclical8.18%
Technology6.74%
Basic Materials6.56%
Energy5.48%
Consumer Defensive4.03%
Healthcare3.69%
Communication Services2.91%
Utilities2.45%
Real Estate1.60%

Stock Holdings

as of 31 Jul 2025

NameWeightage
Cash Offset For Derivatives

C

Cash Offset For Derivatives

10.77%
GOI LOAN  7.34% 2064

G

GOI LOAN 7.34% 2064

7.81%
Triparty Repo

T

Triparty Repo

4.36%
ICICI Bank

I

ICICI Bank

4.31%
Reliance Industries

R

Reliance Industries

3.88%
HDFC Bank

H

HDFC Bank

3.66%
Net Current Assets/(Liabilities)

N

Net Current Assets/(Liabilities)

3.31%
State Bank of India

S

State Bank of India

2.60%
Infosys

I

Infosys

2.54%
GOI LOAN  7.3% 2053

G

GOI LOAN 7.3% 2053

2.33%
Bharti Airtel

B

Bharti Airtel

2.05%
Interglobe Aviation

I

Interglobe Aviation

1.84%
GOI LOAN  6.90% 2065

G

GOI LOAN 6.90% 2065

1.84%
Larsen & Toubro

L

Larsen & Toubro

1.83%
ITC

I

ITC

1.75%
Mahindra & Mahindra

M

Mahindra & Mahindra

1.64%
Cnx Nifty-Aug2025

C

Cnx Nifty-Aug2025

1.64%
Bajaj Finance

B

Bajaj Finance

1.35%
Axis Bank

A

Axis Bank

1.32%
Eternal

E

Eternal

1.29%
NHB 6.80% 2032

N

NHB 6.80% 2032

1.28%
Solar Industries

S

Solar Industries

1.24%
Coromandel International

C

Coromandel International

1.21%
Kotak Bank

K

Kotak Bank

1.11%
Maruti Suzuki

M

Maruti Suzuki

1.11%
Cnx Bank Index-Aug2025

C

Cnx Bank Index-Aug2025

1.07%
Adani Port and Special Economic Zone Ltd.-AUG2025

A

Adani Port and Special Economic Zone Ltd.-AUG2025

1.06%
Mphasis

M

Mphasis

1.06%
Adani Ports & SEZ

A

Adani Ports & SEZ

1.06%
GOI LOAN  7.09% 2054

G

GOI LOAN 7.09% 2054

1.05%
BTL 8.65% 2027 SR XIX

B

BTL 8.65% 2027 SR XIX

1.02%
Tata Consultancy Services

T

Tata Consultancy Services

1.01%
Sun Pharmaceutical

S

Sun Pharmaceutical

0.97%
Bharat Petroleum

B

Bharat Petroleum

0.95%
Ambuja Cements Ltd.-AUG2025

A

Ambuja Cements Ltd.-AUG2025

0.94%
Ambuja Cements

A

Ambuja Cements

0.93%
UltraTech Cement

U

UltraTech Cement

0.93%
Persistent Systems

P

Persistent Systems

0.88%
Godrej Consumer Products

G

Godrej Consumer Products

0.88%
GOI LOAN  7.25% 2063

G

GOI LOAN 7.25% 2063

0.87%
Canara Bank

C

Canara Bank

0.85%
Vedanta Ltd.-AUG2025

V

Vedanta Ltd.-AUG2025

0.84%
Vedanta

V

Vedanta

0.84%
Hindustan Unilever

H

Hindustan Unilever

0.83%
GE Vernova T&D

G

GE Vernova T&D

0.82%
GOI LOAN   7.09% 2074

G

GOI LOAN 7.09% 2074

0.79%
Tech Mahindra

T

Tech Mahindra

0.79%
NTPC

N

NTPC

0.77%
GOI LOAN 7.10% 2029

G

GOI LOAN 7.10% 2029

0.77%
Schaeffler India

S

Schaeffler India

0.72%
Power Grid Corporation of India

P

Power Grid Corporation of India

0.71%
Kotak Liquid Dir Gr

K

Kotak Liquid Dir Gr

0.70%
Gujarat State Petronet

G

Gujarat State Petronet

0.67%
Bosch

B

Bosch

0.65%
V-Guard Industries

V

V-Guard Industries

0.64%
Power Finance Corporation

P

Power Finance Corporation

0.61%
ICICI Lombard General Insurance

I

ICICI Lombard General Insurance

0.61%
United Spirits

U

United Spirits

0.58%
Yatharth Hospital

Y

Yatharth Hospital

0.57%
PB FinTech

P

PB FinTech

0.56%
REC LTD 0% 2034 SR 239

R

REC LTD 0% 2034 SR 239

0.56%
Jubilant FoodWorks

J

Jubilant FoodWorks

0.52%
HDFC Bank Ltd.-AUG2025

H

HDFC Bank Ltd.-AUG2025

0.52%
TSIIC 9.35% 2028 SR I- B

T

TSIIC 9.35% 2028 SR I- B

0.51%
Hindalco Industries

H

Hindalco Industries

0.48%
Samvardhana Motherson International

S

Samvardhana Motherson International

0.47%
Indus Towers

I

Indus Towers

0.46%
Wipro

W

Wipro

0.45%
Oberoi Realty

O

Oberoi Realty

0.45%
Krishna Institute of Medical Sciences

K

Krishna Institute of Medical Sciences

0.44%
Mindspace Business Parks Reit

M

Mindspace Business Parks Reit

0.44%
Ratnamani Metals & Tubes

R

Ratnamani Metals & Tubes

0.44%
Mahindra Lifespaces Developers -RE

M

Mahindra Lifespaces Developers -RE

0.44%
Apollo Tyres

A

Apollo Tyres

0.43%
Shriram Finance

S

Shriram Finance

0.42%
Oil & Natural Gas Corporation

O

Oil & Natural Gas Corporation

0.41%
HDFC Life Insurance

H

HDFC Life Insurance

0.40%
Mahindra & Mahindra Ltd.-AUG2025

M

Mahindra & Mahindra Ltd.-AUG2025

0.39%
Sansera Engineering

S

Sansera Engineering

0.38%
Apollo Hospitals Enterprises Ltd.-AUG2025

A

Apollo Hospitals Enterprises Ltd.-AUG2025

0.38%
Apollo Hospitals

A

Apollo Hospitals

0.37%
Bharat Electronics

B

Bharat Electronics

0.37%
J B Chemicals and Pharmaceuticals

J

J B Chemicals and Pharmaceuticals

0.35%
Hindustan Unilever Ltd.-AUG2025

H

Hindustan Unilever Ltd.-AUG2025

0.35%
SRF

S

SRF

0.32%
Titan Company Ltd.-AUG2025

T

Titan Company Ltd.-AUG2025

0.31%
Titan

T

Titan

0.31%
NTPC Green Energy

N

NTPC Green Energy

0.31%
TSI 9.35% 29 SR I-C

T

TSI 9.35% 29 SR I-C

0.30%
TSI 9.35% 27 SR I-A

T

TSI 9.35% 27 SR I-A

0.30%
909MFL29

9

909MFL29

0.30%
Acutaas Chemicals

A

Acutaas Chemicals

0.30%
Carborundum Universal

C

Carborundum Universal

0.29%
NBRD 7.44% 2028 SR 25C

N

NBRD 7.44% 2028 SR 25C

0.29%
Godrej Properties

G

Godrej Properties

0.29%
Hindalco Industries Ltd-AUG2025

H

Hindalco Industries Ltd-AUG2025

0.29%
Cipla

C

Cipla

0.28%
Godrej Consumer Products Ltd.-AUG2025

G

Godrej Consumer Products Ltd.-AUG2025

0.28%
Bank of Baroda

B

Bank of Baroda

0.28%
Axis Bank Ltd.-AUG2025

A

Axis Bank Ltd.-AUG2025

0.26%
Inter Globe Aviation Ltd-AUG2025

I

Inter Globe Aviation Ltd-AUG2025

0.26%
Bharti Airtel - PP

B

Bharti Airtel - PP

0.25%
Power Finance Corporation Limited

P

Power Finance Corporation Limited

0.24%
Jyoti CNC Automation

J

Jyoti CNC Automation

0.24%
KEI Industries

K

KEI Industries

0.23%
Bank Of Baroda-AUG2025

B

Bank Of Baroda-AUG2025

0.23%
Tata Motors

T

Tata Motors

0.23%
Cipla Ltd.-AUG2025

C

Cipla Ltd.-AUG2025

0.23%
Rural Electrification Corporation Limited

R

Rural Electrification Corporation Limited

0.23%
Bajaj Auto

B

Bajaj Auto

0.22%
SAMVARDHANA MOTHERSON INTERNATIONAL LIMITED-AUG2025

S

SAMVARDHANA MOTHERSON INTERNATIONAL LIMITED-AUG2025

0.22%
Astral

A

Astral

0.21%
Dr. Lal Path Labs

D

Dr. Lal Path Labs

0.21%
GOI LOAN   6.92% 2039

G

GOI LOAN 6.92% 2039

0.20%
Coal India

C

Coal India

0.18%
Zen Technologies

Z

Zen Technologies

0.18%
Mindspace business Parks Reit

M

Mindspace business Parks Reit

0.17%
Havells

H

Havells

0.17%
Tata Communications

T

Tata Communications

0.16%
ZF Commercial

Z

ZF Commercial

0.15%
ICICI Bank Ltd.-AUG2025

I

ICICI Bank Ltd.-AUG2025

0.15%
HDFCBANK

H

HDFCBANK

0.15%
Bajaj Finance Limited

B

Bajaj Finance Limited

0.14%
Kaynes Technology India

K

Kaynes Technology India

0.14%
DLF Ltd.-AUG2025

D

DLF Ltd.-AUG2025

0.14%
DLF

D

DLF

0.14%
Techno Electric & Engineering

T

Techno Electric & Engineering

0.13%
Lupin

L

Lupin

0.13%
Indus Infra Trust

I

Indus Infra Trust

0.12%
Brookfield India Real Estate Trust

B

Brookfield India Real Estate Trust

0.12%
Cummins India Ltd.-AUG2025

C

Cummins India Ltd.-AUG2025

0.12%
Cummins

C

Cummins

0.12%
Glenmark Pharmaceuticals Ltd-AUG2025

G

Glenmark Pharmaceuticals Ltd-AUG2025

0.11%
CANARA BANK-AUG2025

C

CANARA BANK-AUG2025

0.11%
Glenmark Pharmaceuticals

G

Glenmark Pharmaceuticals

0.11%
Canara Bank

C

Canara Bank

0.11%
Grasim Industries

G

Grasim Industries

0.11%
Grasim Industries Ltd.-AUG2025

G

Grasim Industries Ltd.-AUG2025

0.11%
Piramal Pharma

P

Piramal Pharma

0.10%
8ABFL26

8

8ABFL26

0.10%
Tata Consultancy Services Ltd.-AUG2025

T

Tata Consultancy Services Ltd.-AUG2025

0.10%
Indus Towers Ltd.-AUG2025

I

Indus Towers Ltd.-AUG2025

0.09%
U.P. Power Corporation Limited

U

U.P. Power Corporation Limited

0.09%
India (Republic of)

I

India (Republic of)

0.09%
Nuvama Wealth Management

N

Nuvama Wealth Management

0.09%
PUNJAB NATIONAL BANK-AUG2025

P

PUNJAB NATIONAL BANK-AUG2025

0.08%
Punjab National Bank

P

Punjab National Bank

0.08%
NTPC LTD-AUG2025

N

NTPC LTD-AUG2025

0.08%
HDB Financial Services

H

HDB Financial Services

0.08%
India (Republic of)

I

India (Republic of)

0.08%
Dalmia Bharat

D

Dalmia Bharat

0.07%
Suzlon Energy

S

Suzlon Energy

0.07%
Metropolis Healthcare

M

Metropolis Healthcare

0.07%
India (Republic of)

I

India (Republic of)

0.07%
India (Republic of)

I

India (Republic of)

0.06%
India (Republic of)

I

India (Republic of)

0.06%
07.86 HR Sdl 2027

0

07.86 HR Sdl 2027

0.06%
Nykaa

N

Nykaa

0.06%
GOI LOAN   6.79% 2031

G

GOI LOAN 6.79% 2031

0.06%
Power Finance Corporation Limited

P

Power Finance Corporation Limited

0.06%
India (Republic of)

I

India (Republic of)

0.06%
Adani Enterprises Ltd.-AUG2025

A

Adani Enterprises Ltd.-AUG2025

0.05%
Adani Enterprises

A

Adani Enterprises

0.05%
U.P. Power Corporation Limited

U

U.P. Power Corporation Limited

0.05%
India (Republic of)

I

India (Republic of)

0.05%
GODREJ PROPERTIES LIMITED-AUG2025

G

GODREJ PROPERTIES LIMITED-AUG2025

0.04%
Infosys Ltd.-AUG2025

I

Infosys Ltd.-AUG2025

0.04%
Zydus Lifesciences Limited-AUG2025

Z

Zydus Lifesciences Limited-AUG2025

0.04%
Zydus Life Science

Z

Zydus Life Science

0.04%
India (Republic of)

I

India (Republic of)

0.04%
BAJAJ FINANCE LTD.-AUG2025

B

BAJAJ FINANCE LTD.-AUG2025

0.04%
Sun Pharmaceuticals Industries Ltd.-AUG2025

S

Sun Pharmaceuticals Industries Ltd.-AUG2025

0.04%
702GS2031

7

702GS2031

0.04%
Gs CG 25/11/2042 - (Strips) Strips

G

Gs CG 25/11/2042 - (Strips) Strips

0.04%
08.14 HR Sdl 2028

0

08.14 HR Sdl 2028

0.03%
RELIANCE INDUSTRIES LTD.-AUG2025

R

RELIANCE INDUSTRIES LTD.-AUG2025

0.03%
Tech Mahindra Ltd.-AUG2025

T

Tech Mahindra Ltd.-AUG2025

0.03%
07.39 HR Sdl 2026

0

07.39 HR Sdl 2026

0.03%
Hdb Financial Services Limited

H

Hdb Financial Services Limited

0.03%
TPL

T

TPL

0.03%
Tata Capital Limited

T

Tata Capital Limited

0.03%
Punjab National Bank

P

Punjab National Bank

0.03%
GOI LOAN 8.20% 2025

G

GOI LOAN 8.20% 2025

0.03%
Canara Bank

C

Canara Bank

0.03%
7.81% Govt Stock 2033

7

7.81% Govt Stock 2033

0.02%
Rainbow Childrens Medicare

R

Rainbow Childrens Medicare

0.02%
08.03 Up SDL 2026

0

08.03 Up SDL 2026

0.02%
Power Grid Corporation Of India Limited

P

Power Grid Corporation Of India Limited

0.02%
Bajaj Finserv Ltd.-AUG2025

B

Bajaj Finserv Ltd.-AUG2025

0.02%
Bajaj Finserv

B

Bajaj Finserv

0.02%
GOI LOAN 7.38% 2027

G

GOI LOAN 7.38% 2027

0.02%
PERSISTENT SYSTEMS LIMITED-AUG2025

P

PERSISTENT SYSTEMS LIMITED-AUG2025

0.02%
Devyani International

D

Devyani International

0.01%
0% GOI- 22082026 STRIPS

0

0% GOI- 22082026 STRIPS

0.01%
Larsen And Toubro Ltd.-AUG2025

L

Larsen And Toubro Ltd.-AUG2025

0.01%
Lupin Ltd.-AUG2025

L

Lupin Ltd.-AUG2025

0.01%
07.86 RJ Sdl 2027

0

07.86 RJ Sdl 2027

0.01%
LIC Housing Finance Ltd

L

LIC Housing Finance Ltd

0.01%
Mphasis Ltd-AUG2025

M

Mphasis Ltd-AUG2025

0.01%
Jindal Steel & Power Ltd.-AUG2025

J

Jindal Steel & Power Ltd.-AUG2025

0.01%
Jindal Steel

J

Jindal Steel

0.01%
Biocon Ltd.-AUG2025

B

Biocon Ltd.-AUG2025

0.01%
Biocon

B

Biocon

0.01%
PB FINTECH LTD.-AUG2025

P

PB FINTECH LTD.-AUG2025

0.01%
Dixon Technologies

D

Dixon Technologies

0.01%
UNITED SPIRITS LTD.-AUG2025

U

UNITED SPIRITS LTD.-AUG2025

0.00%
Steel Authority of India Ltd.-AUG2025

S

Steel Authority of India Ltd.-AUG2025

0.00%
Steel Authority of India

S

Steel Authority of India

0.00%
Fortis Healthcare

F

Fortis Healthcare

0.00%
STATE BANK OF INDIA-AUG2025

S

STATE BANK OF INDIA-AUG2025

0.00%
Container Corporation of India Ltd.-AUG2025

C

Container Corporation of India Ltd.-AUG2025

0.00%
Container Corporation of India

C

Container Corporation of India

0.00%
718GS2033

7

718GS2033

0.00%
GOI LOAN  6.67% 2050

G

GOI LOAN 6.67% 2050

0.00%
United Breweries

U

United Breweries

0.00%
LIC Housing Finance

L

LIC Housing Finance

0.00%
Bajaj Finance Limited

B

Bajaj Finance Limited

0.00%
Federal Bank

F

Federal Bank

0.00%
Aurobindo Pharma

A

Aurobindo Pharma

0.00%
Hindustan Copper

H

Hindustan Copper

0.00%
State Bank Of India

S

State Bank Of India

0.00%
SIP Logo

Start SIP with as Low as ₹100.


Fund Comparison

Sorted highest to lowest: 3Y Returns

1Y Returns

5.90%

3Y Returns

12.65%

5Y Returns

13.37%

1Y Returns

-

3Y Returns

-

5Y Returns

-


Fund Managers

Abhishek Bisen

Name

Abhishek Bisen

Qualification

B.A., and MBA (Finance)

Hiten Shah

Name

Hiten Shah

Qualification

Hiten Shah, aged 31 years, has done his Masters in Management Studies (Finance) from the Mumbai University.

Rohit Tandon

Name

Rohit Tandon

Qualification

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


Fund Objective

The investment objective of the scheme is to generate capital appreciation by investing in a dynamically balanced portfolio of equity & equity related securities and debt & money market securities.


Risk-O-Meter

Investors understand that their principal will be at

Very High Risk

Risk Scale

Low

Moderately Low

Moderate

Moderately High

High

Very High


AMC Information

Kotak Mahindra Mutual Fund

Funds Managed

81

Assets Managed (₹ Cr)

₹ 5,38,148.09

Contact Details

Registered Address

locate

27 BKC, C-27, G Block, Bandra KurlaComplex, Bandra(E),Mumbai - 400 051.


Top Funds from Kotak Mahindra Mutual Fund

Sorted highest to lowest: 3Y Returns

1Y Returns

-

3Y Returns

-

5Y Returns

-


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FAQs

Kotak Balanced Advantage Fund was launched on 03 Aug 2018.
The current NAV of Kotak Balanced Advantage Fund is ₹22.1050 as of 14 Aug 2025.
The latest value of AUM of Kotak Balanced Advantage Fund is ₹17,537.30 crores as of 14 Aug 2025.
The return on investment of Kotak Balanced Advantage Fund is:
  • In the past 1Y: 5.90%
  • In the past 3Y: 12.65%
  • In the past 5Y: 13.37%
The expense ratio of Kotak Balanced Advantage Fund is 0.56%.
The exit load of Kotak Balanced Advantage Fund is as follows:
Exit load for units in excess of 8% of the investment,1% will be charged for redemption within 180 days
The portfolio of Kotak Balanced Advantage Fund includes:
  1. ICICI Bank: 4.31%
  2. Reliance Industries: 3.88%
  3. HDFC Bank: 3.66%
  4. State Bank of India: 2.60%
  5. Infosys: 2.54%

Top 3 sectoral holdings include:
  1. Others: 53.52%
  2. Financial Services: 17.72%
  3. Industrials: 8.66%
On the risk scale of Low, Moderately Low, Moderate, Moderately High, High and Very High, the risk-o-meter of Kotak Balanced Advantage Fund is Very High.
The fund manager of Kotak Balanced Advantage Fund is Abhishek Bisen, Hiten Shah, Rohit Tandon.
If you wish to invest in Kotak Balanced Advantage Fund, the minimum SIP amount is ₹100 and Lumpsum is ₹100.
You can easily invest in mutual funds at 0% commission on Dhan. Here's how you can directly invest in Kotak Balanced Advantage Fund:
  • Open Demat Account on Dhan if you don't have one.
  • Analyze the fund performance.
  • Invest via SIP or Lumpsum.
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©2021-2025 Raise Securities Private Limited (formerly Moneylicious Securities Private Limited). All rights reserved. CIN: U74999MH2012PTC433549 Raise Securities is part of Raise Financial Services.

SEBI Stock Broker Registration No: INZ000006031 | Depository Participant (CDSL) ID: IN-DP-289-2016
Exchange Membership No. : NSE: 90133 | BSE: 6593 | MCX: 56320
Registered Office: Unit No. 2201, 22nd Floor, Gold Medal Avenue, S.V. Road, Beside Patel Petrol Pump, Piramal Nagar, Goregaon West, Mumbai – 400104
Corporate Office: 302, The Western Edge I, Off Western Express Highway, Borivali East, Mumbai - 400066, Maharashtra, India. Customer Care: 9987761000.


For any query / feedback / clarifications, email at help@dhan.co.

In case of grievances for any of the services rendered by Raise Securities Private Limited, please write to grievance@dhan.co (for NSE, BSE and MCX) or grievancedp@dhan.co (for Depository Participant). Please ensure that you carefully read the Risk Disclosure Document as prescribed by SEBI, our Terms of Use and Privacy Policy. Compliance Officer: Mr. Manish Garg and Mobile: 8655740961 Email: complianceofficer@dhan.co To lodge your complaints using SEBI SCORES, click here.


Disclaimer: All communications with the client via chat, phone, or email are for support purposes only. Any commitments or statements made by the agent (human or virtual) shall not be binding on the company.


DHAN is a brand owned by Raise Securities Private Limited. All DHAN clients are registered under Raise Securities Private Limited. Clients are advised to refer to our company as Raise Securities Private Limited when communicating with regulatory authorities.


Procedure to file a complaint on SEBI SCORES: Register on SCORES portal. Mandatory details for filing complaints on SCORES: Name, PAN, Address, Mobile Number, E-mail ID. Benefits: Effective Communication, Speedy redressal of the grievances


Disclaimer: Investment in the securities market are subject to market risks, read all the related documents carefully before investing. Brokerage will not exceed the SEBI prescribed limit


Attention investors:

  1. Stock brokers can accept securities as margins from clients only by way of pledge in the depository system w.e.f September 01, 2020.
  2. Update your e-mail and phone number with your stock broker / depository participant and receive OTP directly from depository on your e-mail and/or mobile number to create pledge.
  3. Check your securities / MF / bonds in the consolidated account statement issued by NSDL/CDSL every month.

Note: As a policy we do not give stock tips or recommendations and have not authorized anyone to give this on behalf of us. If you know anyone claiming to be a part of Dhan / / Raise or our associate companies or partners and offering such services, please report us on help@dhan.co. Important Information for Investors: To prevent unauthorized transactions in your trading / demat account, do not share your account details, credentials or any personal details with anyone. Keep your mobile number updated with your Stock Broker, Depository Participant and ensure that the same is registered with Stock Exchanges, Depository and KRAs. You will receive alerts and information on your registered mobile number / email for debit and other important transactions in your demat account directly from CDSL / Exchange on the same day. KYC is one time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (Stock Broker, DP, Mutual Fund, etc.), you need not undergo the same process again when you approach another intermediary. No need to issue cheques by investors while subscribing to IPO. Just write the bank account number and sign in the application form to authorise your bank to make payment in case of allotment. No worries for refund as the money remains in investor's account. This is issued in the interest of investors.


Raise Securities Private Limited also known as Dhan is only an order collection platform that collects orders on behalf of clients and places them on BSE StarMF for execution. Client expressly agrees that Dhan is not liable or responsible and does not represent or warrant any damages regarding non- execution of orders or any incorrect execution of orders with regard to the funds chosen by the client or due to, but not being limited to, any link/system failure, delay in transfer of the funds on account of any unforeseen circumstances/issues in the banking system/payment aggregators or any other problems that may result in a delay in crediting the funds into the BSE Star MF's bank account.


Mutual fund investments are subject to market risks, read all scheme related documents carefully before investing. Dhan is not a distributor or agent of any mutual fund. Mutual Funds are not exchange-traded products. Any related disputes will not have access to the Exchange-investor redressal forum or arbitration mechanism. For other disclaimers please refer https://dhan.co/advertisement-disclaimer/


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