360 ONE Balanced Hybrid Fund Regular vs Aditya Birla Sun Life Balanced Advantage Fund compare
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
360 ONE Balanced Hybrid Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | 360 ONE Balanced Hybrid Fund Regular - Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | 360 ONE Balanced Hybrid Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | High | High |
| Asset Size (Cr) | ₹8157 Cr | ₹865 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹1000 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 23 May 2000 | 25 Sep 2023 |
| Category | Dynamic Asset Allocation | Balanced Hybrid |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 50+50 Moderate TRI | NIFTY 50 Hybrid Composite debt 50:50 Index |
| Turn Over | 240% | % |
| Expense Ratio | 1.8 | 1.94 |
| Manager | Lovelish Solanki | Milan Mody |
| ISIN Code | INF084M01AB8 | INF579M01AV5 |
| Exits Load | Aditya Birla Sun Life Balanced Advantage Fund - Growth charges 0.25% of sell value; if fund sold before 7 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 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | 360 ONE Balanced Hybrid Fund Regular - Growth |
|---|---|---|
| 1 Month | -0.88% | -1.01% |
| 6 Month | 9.34% | 6.53% |
| 1 Year | 5.54% | 2.98% |
| 3 Year | 12.38% | - |
| 5 Year | 13.57% | - |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | 360 ONE Balanced Hybrid Fund Regular - Growth |
|---|---|---|
| 6 Month | 2.38% | 1.63% |
| 1 Year | 7.56% | 4.05% |
| 3 Year | 12.3% | - |
| 5 Year | 11.79% | - |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | 360 ONE Balanced Hybrid Fund Regular - Growth |
|---|---|---|
| 1 Year | 11.15% | 10.71% |
| 3 Year | 11.52% | - |
| 5 Year | 11.34% | - |
Risk Management
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | 360 ONE Balanced Hybrid Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 6.2% | - |
| Sharp | 0.99% | - |
| Beta | 0.1% | - |
| Alpha | 6.58% | - |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | 360 ONE Balanced Hybrid Fund Regular - Growth |
|---|---|---|
| Name | Lovelish Solanki | Milan Mody |
| Total AUM | ₹14756 Cr | ₹1997 Cr |
| Funds Managed | 2 | 3 |
| Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | 360 ONE Balanced Hybrid Fund Regular - Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
360 ONE Balanced Hybrid Fund Regular - Growth |
|---|---|---|
| Others | 37.74 | 61.5 |
| Large Cap | 42.5 | 21.4 |
| Mid Cap | 12.73 | 7.98 |
| Small Cap | 7.03 | 9.12 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
360 ONE Balanced Hybrid Fund Regular - Growth |
|---|---|---|
| Others | 29.34 | 57.92 |
| Communication Services | 1.25 | 3.01 |
| Energy | 3.71 | 2.03 |
| Technology | 7.26 | 5.27 |
| Basic Materials | 6.87 | 1.3 |
| Industrials | 7.56 | 8.85 |
| Financial Services | 22.35 | 11.11 |
| Consumer Cyclical | 6.46 | 7.26 |
| Healthcare | 4.08 | 2.93 |
| Real Estate | 3.01 | - |
| Consumer Defensive | 5.94 | - |
| Utilities | 2.17 | 0.33 |
Top Comparisons
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
3Y Returns11.83%
LIC MF Balanced Advantage Fund Regular - Growth
3Y Returns9.35%
BANDHAN Infrastructure Fund - Regular Plan - Growth
3Y Returns26.81%
UTI Infrastructure Fund-Growth Option
3Y Returns19.91%
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
3Y Returns22.06%
Axis Nifty 100 Index Fund - Regular Plan - Growth Option
3Y Returns11.87%
SBI ELSS Tax Saver Fund - Regular Plan- Growth
3Y Returns23.35%
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
3Y Returns15.16%