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Compare Funds
See how two funds stack up side by side, real returns, risk, cost and portfolio overlap.
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Key Metrics Comparison
| Metric | Kotak Balanced Advantage Fund - Regular Plan - Growth | 360 ONE Multi Asset Allocation Fund - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | Kotak MF | 360 ONE |
| Category | Hybrid - Balanced Advantage | Hybrid - Multi Asset Allocation |
| NAV | ₹20.79 (17 Sep 2026) | ₹12.38 (17 Sep 2026) |
| Rating | ★★ | ★★★ |
| Benchmark | NIFTY 50 Hybrid Composite Debt 50:50 Index | Gold-India |
| Fund Manager | Rohit Tandon | Mayur Patel |
| Inception | 03 Aug 2018 | 20 Aug 2025 |
| Returns | ||
| 1Y | 0.06% | 18.82% |
| 3Y | 7.87% | — |
| 5Y | 7.61% | — |
| Since Inception | 9.42% | 21.97% |
| Risk | ||
| 7.76 | 10.48 | |
| 0.61 | 0.45 | |
| 0.51 | 2.08 | |
| 0.59 | 25.98 | |
| 0.92 | 4.07 | |
| -7.54% | -7.38% | |
| Costs | ||
| Expense Ratio | 1.89% | 0.59% |
| Exit Load | Nil upto 8% of investment and 1% for remaining investment on or before 1Y, Nil after 1Y | Nil upto 10% of units and 1% for remaining units on or before 12M, Nil after 12M |
| Min SIP | ₹100 | ₹1,000 |
| Min Lumpsum | ₹100 | ₹1,000 |
| Lock-in | None | None |
Min SIP is reported per fund, not per plan, every plan of a fund shares the same figure.
Portfolio Overlap
Kotak MF95%
360 ONE95%
4.8%Only 4.8% of holdings by weight are common between Kotak MF and 360 ONE, based on each fund's top 20 disclosed holdings, not the full portfolio.
Common holdingKotak MF360 ONE
ICICI Bank Ltd.5.18%2.03%
Bharti Airtel Ltd.2.39%1.48%
Axis Bank Ltd.1.33%1.40%
Category context: Hybrid vs Hybrid. Open the full Screener →