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)	₹17475 Cr	₹871 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	1.38%	1.14%
6 Month	4.75%	3.9%
1 Year	5.59%	4.44%
3 Year	12.38%	-
5 Year	11.88%	-

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	360 ONE Balanced Hybrid Fund Regular - Growth
6 Month	1.8%	1.66%
1 Year	9.62%	8.27%
3 Year	11.42%	-
5 Year	11.07%	-

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	360 ONE Balanced Hybrid Fund Regular - Growth
1 Year	11.32%	9.79%
3 Year	11.45%	-
5 Year	12.01%	-

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	360 ONE Balanced Hybrid Fund Regular - Growth
Standard Deviation	7.03%	-
Sharp	0.69%	-
Beta	-	-
Alpha	-	-

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	35.3	62.85
Large Cap	48.26	22.49
Mid Cap	9.82	7.12
Small Cap	6.62	7.55

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	360 ONE Balanced Hybrid Fund Regular - Growth
Others	32.34	59.14
Communication Services	2.84	2.28
Energy	5.46	2.21
Industrials	8.01	8.76
Technology	6.46	4.65
Basic Materials	6.39	1.77
Healthcare	3.63	2.44
Financial Services	18.35	11.98
Consumer Defensive	3.59	-
Consumer Cyclical	8.85	6.5
Real Estate	1.57	-
Utilities	2.52	0.26