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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) ₹17339 Cr ₹853 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 2.04% 1.9%
6 Month 10.48% 8.59%
1 Year 3.11% 2.47%
3 Year 12.05% -
5 Year 11.95% -

SIP Return Analysis

Scheme Name Kotak Balanced Advantage Fund -Regular Plan - Growth Option 360 ONE Balanced Hybrid Fund Regular - Growth
6 Month 1.99% 2.1%
1 Year 7.93% 7.23%
3 Year 11.25% -
5 Year 10.89% -

Rolling Lumpsum Returns

Scheme Name Kotak Balanced Advantage Fund -Regular Plan - Growth Option 360 ONE Balanced Hybrid Fund Regular - Growth
1 Year 11.55% 10.71%
3 Year 11.46% -
5 Year 12.04% -

Risk Management

Scheme Name Kotak Balanced Advantage Fund -Regular Plan - Growth Option 360 ONE Balanced Hybrid Fund Regular - Growth
Standard Deviation 7.17% -
Sharp 0.57% -
Beta - -
Alpha - -

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 35.58 61.07
Large Cap 48.68 22.14
Mid Cap 9.82 7.43
Small Cap 5.92 9.36

Sector Allocation

Scheme Name

Kotak Balanced Advantage Fund -Regular Plan - Growth Option

360 ONE Balanced Hybrid Fund Regular - Growth

Others 32.77 57.35
Communication Services 2.87 2.81
Energy 5.37 2.13
Industrials 7.99 9.28
Technology 6.94 5.25
Basic Materials 6.27 1.81
Healthcare 3.67 2.96
Financial Services 17.34 10.78
Consumer Defensive 4.18 -
Real Estate 1.56 -
Utilities 2.37 0
Consumer Cyclical 8.69 7.62

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