360 ONE Balanced Hybrid Fund Regular vs Kotak Balanced Advantage Fund compare
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
360 ONE Balanced Hybrid Fund Regular - Growth
Chart Comparison
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) | ₹16649 Cr | ₹840 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 |
Trailing Lumpsum Returns
Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | 360 ONE Balanced Hybrid Fund Regular - Growth |
---|---|---|
1 Month | 2.85% | 1.87% |
6 Month | 1.12% | -0.11% |
1 Year | 9.98% | 8.88% |
3 Year | 11.81% | - |
5 Year | 14.34% | - |
SIP Return Analysis
Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | 360 ONE Balanced Hybrid Fund Regular - Growth |
---|---|---|
6 Month | 2.11% | 1.51% |
1 Year | 3.39% | 2.24% |
3 Year | 11.94% | - |
5 Year | 11.48% | - |
Rolling Lumpsum Returns
Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | 360 ONE Balanced Hybrid Fund Regular - Growth |
---|---|---|
1 Year | 12.38% | 19.96% |
3 Year | 11.42% | - |
5 Year | 11.8% | - |
Risk Management
Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | 360 ONE Balanced Hybrid Fund Regular - Growth |
---|---|---|
Standard Deviation | 7.209% | - |
Sharp | 0.403% | - |
Beta | - | - |
Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
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 |
Market Cap
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 |
Sector Allocation
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 |
Top Comparisons
BANDHAN Core Equity Fund - Regular Plan - Growth
3Y Returns22.69%
Tata Large & Mid Cap Fund- Regular Plan - Growth Option
3Y Returns16.32%
SBI Gold Fund Regular Plan - Growth
3Y Returns20.63%
INVESCO INDIA GOLD ETF FUND OF FUND- Growth
3Y Returns20.08%
BANDHAN Equity Savings Fund - Regular Plan - Growth
3Y Returns7.57%
Axis Equity Savings Fund - Regular Plan - Growth
3Y Returns9.79%
Invesco India Smallcap Fund - Regular Plan - Growth
3Y Returns22.55%
Aditya Birla Sun Life Small Cap Fund - GROWTH
3Y Returns14.46%