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
| 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) | ₹16348 Cr | ₹707 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 05 Jul 2018 | 06 Sep 2023 |
| Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
| Fund Type | Open-ended | |
| Benchmark | NIFTY 50 Hybrid Composite debt 50:50 Index | BSE India Bond Index |
| Turn Over | 285.96% | % |
| Expense Ratio | 1.65 | 2.01 |
| Manager | Harsha Upadhyaya | Milan Mody |
| ISIN Code | INF174KA1186 | INF579M01AV5 |
| Exits Load | Exit load for units in excess of 8% of the investment,1% will be charged for redemption within 365 days/365 | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365 |
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | 360 ONE Balanced Hybrid Fund Regular - Growth |
|---|---|---|
| 1 Month | 1.11% | 1.02% |
| 6 Month | 12.82% | 14.14% |
| 1 Year | 22.94% | - |
| 3 Year | 12.21% | - |
| 5 Year | 13.62% | - |
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | 360 ONE Balanced Hybrid Fund Regular - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 9.53% | 10.22% |
| 3 Year | 22.25% | 10.22% |
| 5 Year | 38.84% | 10.22% |
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | 360 ONE Balanced Hybrid Fund Regular - Growth |
|---|---|---|
| 1 Year | 12.91% | 12.22% |
| 3 Year | 30.76% | 12.22% |
| 5 Year | 41.99% | 12.22% |
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | 360 ONE Balanced Hybrid Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 5.45% | - |
| Sharp | 0.94% | - |
| Beta | 0.76% | - |
| Alpha | 2.13% | - |
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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 |
| Fund Manage | 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 | 38.48 | 53.02 |
| Large Cap | 33.63 | 23.29 |
| Small Cap | 1.77 | 11.41 |
| Mid Cap | 6.83 | 12.27 |
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
360 ONE Balanced Hybrid Fund Regular - Growth |
|---|---|---|
| Others | 22.67 | 2.7 |
| Consumer Staples | 3.11 | 0.52 |
| Metals & Mining | 2.47 | 2.15 |
| Services | 1.25 | 4.52 |
| Healthcare | 1.44 | 2.6 |
| Energy | 4.3 | 5.28 |
| Financial | 18.22 | 36.71 |
| Materials | 0.41 | 0.56 |
| Automobile | 3.32 | 5.31 |
| Communication | 0.49 | 5.03 |
| Sovereign | 15.91 | 12.71 |
| Technology | 2.34 | 4.4 |
| Construction | 2.02 | 6.34 |
| Chemicals | 0.83 | 0.94 |
| Capital Goods | 1.46 | 9.63 |
| Consumer Discretionary | 0.47 | 0.59 |
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