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) | ₹8208 Cr | ₹853 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 | 2.14% | 1.81% |
6 Month | 11.15% | 8.67% |
1 Year | 4.28% | 2.51% |
3 Year | 13.02% | - |
5 Year | 13.9% | - |
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 | 2.53% | 2.1% |
1 Year | 10.66% | 7.23% |
3 Year | 12.72% | - |
5 Year | 11.95% | - |
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 | 0.84% | - |
Beta | 0.1% | - |
Alpha | 5.69% | - |
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 | 35.85 | 61.07 |
Large Cap | 42.52 | 22.14 |
Mid Cap | 13.39 | 7.43 |
Small Cap | 8.24 | 9.36 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
360 ONE Balanced Hybrid Fund Regular - Growth |
---|---|---|
Others | 27.34 | 57.35 |
Communication Services | 1.25 | 2.81 |
Energy | 3.3 | 2.13 |
Technology | 8.54 | 5.25 |
Basic Materials | 6.92 | 1.81 |
Industrials | 7.77 | 9.28 |
Financial Services | 22.55 | 10.78 |
Healthcare | 4.43 | 2.96 |
Real Estate | 3.02 | - |
Consumer Cyclical | 6.67 | 7.62 |
Consumer Defensive | 5.99 | - |
Utilities | 2.22 | 0 |
Top Comparisons
Aditya Birla Sun Life Value Fund - Growth Option
3Y Returns19.49%
UTI Value Fund- Regular Plan - Growth Option
3Y Returns18.63%
Kotak Debt Hybrid - Growth
3Y Returns9.96%
LIC MF CONSERVATIVE HYBRID FUND-Growth
3Y Returns6.5%
HDFC Floating Rate Debt Fund - Growth Option
3Y Returns7.84%
UTI - Floater Fund - Regular Plan - Growth Option
3Y Returns6.84%
DSP ELSS Tax Saver Fund - Regular Plan - Growth
3Y Returns19.32%
LIC MF ELSS Regular Plan-Growth
3Y Returns15.44%