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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 Equity Savings Fund - Monthly IDCW | 360 ONE Multi Asset Allocation Fund - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | Kotak MF | 360 ONE |
| Category | Hybrid - Equity Savings | Hybrid - Multi Asset Allocation |
| NAV | ₹20.01 (16 Sep 2026) | ₹12.38 (16 Sep 2026) |
| Rating | ★★★★ | ★★★ |
| Benchmark | NIFTY 50 Equity Savings Index - TRI | Gold-India |
| Fund Manager | Devender Singhal | Mayur Patel |
| Inception | 13 Oct 2014 | 20 Aug 2025 |
| Returns | ||
| 1Y | 2.74% | 18.54% |
| 3Y | 8.72% | — |
| 5Y | 8.75% | — |
| Since Inception | 8.86% | 22.00% |
| Risk | ||
| 5.50 | 10.48 | |
| 0.81 | 0.45 | |
| 0.71 | 2.08 | |
| 3.79 | 25.98 | |
| 1.35 | 4.07 | |
| -4.29% | -7.38% | |
| Costs | ||
| Expense Ratio | 2.11% | 0.59% |
| Exit Load | Nil upto 8% of investments and 1% for remaining investments on or before 90D, Nil after 90D | 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 MF96%
360 ONE96%
3.5%Only 3.5% 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.2.30%2.03%
Bharti Airtel Ltd.5.15%1.48%
Category context: Hybrid vs Hybrid. Open the full Screener →