360 ONE Balanced Hybrid Fund Regular vs Kotak Balanced Advantage Fund compare

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Kotak Balanced Advantage Fund -Regular Plan - Growth Option

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360 ONE Balanced Hybrid Fund Regular - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	360 ONE Balanced Hybrid Fund Regular - Growth
Fund	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	360 ONE Balanced Hybrid Fund Regular - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	High
Asset Size (Cr)	₹17343 Cr	₹860 Cr
Min Investment	₹100	₹1000
Min SIP Invesment	₹100	₹1000
Min Addl Investment	₹100	₹1000
Launch Date	03 Aug 2018	25 Sep 2023
Category	Dynamic Asset Allocation	Balanced Hybrid
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 50 Hybrid Composite debt 50:50 Index	NIFTY 50 Hybrid Composite debt 50:50 Index
Turn Over	285.96%	%
Expense Ratio	1.66	1.94
Manager	Harsha Upadhyaya	Milan Mody
ISIN Code	INF174KA1186	INF579M01AV5
Exits Load	Kotak Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	360 ONE Balanced Hybrid Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	360 ONE Balanced Hybrid Fund Regular - Growth
1 Month	1.74%	1.39%
6 Month	4.51%	3.47%
1 Year	8.36%	5.72%
3 Year	14.52%	-
5 Year	13.91%	-

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	360 ONE Balanced Hybrid Fund Regular - Growth
6 Month	6.63%	5.31%
1 Year	10.98%	8.39%
3 Year	13.66%	-
5 Year	12.33%	-

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	360 ONE Balanced Hybrid Fund Regular - Growth
1 Year	11.85%	12.57%
3 Year	11.38%	-
5 Year	11.87%	-

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	360 ONE Balanced Hybrid Fund Regular - Growth
Standard Deviation	7.54%	-
Sharp	0.80%	-
Beta	-	-
Alpha	-	-

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Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	360 ONE Balanced Hybrid Fund Regular - Growth
Name	Harsha Upadhyaya	Milan Mody
Total AUM	₹139411 Cr	₹1997 Cr
Funds Managed	11	3
	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	360 ONE Balanced Hybrid Fund Regular - Growth

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	360 ONE Balanced Hybrid Fund Regular - Growth
Others	33.82	60.32
Large Cap	50.18	19.84
Mid Cap	10.11	9.67
Small Cap	5.89	10.17

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	360 ONE Balanced Hybrid Fund Regular - Growth
Others	32.99	60.32
Communication Services	2.42	2.94
Energy	4.49	-
Industrials	8.3	5.26
Technology	9.8	6.34
Healthcare	3.72	3.55
Financial Services	15.04	11.74
Consumer Defensive	4.48	0.64
Basic Materials	6.4	1.67
Real Estate	1.74	-
Utilities	2.61	0.44
Consumer Cyclical	8.03	7.1