Compare Funds

See how two funds stack up side by side, real returns, risk, cost and portfolio overlap.

KO
Kotak MFKotak Capital Protection Oriented Scheme - Series 2 - DividendIDCW
₹10.00 as on 11 Dec 2018
VS
3O
360 ONE360 ONE Multi Asset Allocation Fund - Growth - Direct PlanDirect · Growth
₹12.38 as on 16 Sep 2026
Key Metrics Comparison
MetricKOKotak Capital Protection Oriented Scheme - Series 2 - Dividend3O360 ONE Multi Asset Allocation Fund - Growth - Direct Plan
Snapshot
AMCKotak MF360 ONE
CategoryCapital ProtectionHybrid - Multi Asset Allocation
NAV₹10.00 (11 Dec 2018)₹12.38 (16 Sep 2026)
Rating★★★★★★
BenchmarkCRISIL Composite Bond IndexGold-India
Fund ManagerAbhishek BisenMayur Patel
Inception07 Dec 201520 Aug 2025
Returns
1Y18.54%
3Y
5Y
Since Inception22.00%
Risk
10.48
0.45
2.08
25.98
4.07
-7.38%
Costs
Expense Ratio0.59%
Exit LoadNil upto 10% of units and 1% for remaining units on or before 12M, Nil after 12M
Min SIP₹1,000
Min Lumpsum₹5,000₹1,000
Lock-inNoneNone

Min SIP is reported per fund, not per plan, every plan of a fund shares the same figure.

Portfolio Overlap
Kotak MF99%
360 ONE99%
0.8%

Only 0.8% 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
Axis Bank Ltd.0.39%1.40%
ICICI Bank Ltd.0.37%2.03%

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