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

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tortoise-icon Kotak Balanced Advantage Fund -Regular Plan - Growth Option

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tortoise-icon 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) ₹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 4.88% 3.5%
6 Month 4.83% 3.56%
1 Year 11.86% 10.27%
3 Year 13.94% -
5 Year 15.81% -

SIP Return Analysis

Scheme Name Kotak Balanced Advantage Fund -Regular Plan - Growth Option 360 ONE Balanced Hybrid Fund Regular - Growth
6 Month 5.26% 4.01%
1 Year 9.37% 6.68%
3 Year 13.48% -
5 Year 12.25% -

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 - -

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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

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