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) | ₹7239 Cr | ₹840 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 | 5.19% | 3.15% |
6 Month | 1.45% | -0.83% |
1 Year | 11.14% | 9.09% |
3 Year | 13.15% | - |
5 Year | 16.23% | - |
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 | 3.09% | 0.98% |
1 Year | 4.9% | 0.97% |
3 Year | 12.48% | - |
5 Year | 11.99% | - |
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 | 11.38% | 19.96% |
3 Year | 11.47% | - |
5 Year | 11.16% | - |
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 | 0.81% | - |
Beta | 0.99% | - |
Alpha | 1.33% | - |
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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 | 25.01 | 60.32 |
Large Cap | 51.99 | 19.84 |
Mid Cap | 16.38 | 9.67 |
Small Cap | 5.03 | 10.17 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
360 ONE Balanced Hybrid Fund Regular - Growth |
---|---|---|
Others | 20.8 | 60.32 |
Telecom - Services | 1.68 | - |
Petroleum Products | 4.68 | - |
Electrical Equipment | 1.64 | - |
IT - Software | 5.92 | - |
Cement & Cement Products | 2.05 | - |
Personal Products | 2.11 | - |
Construction | 1.88 | - |
Finance | 4.7 | - |
Retailing | 2.84 | - |
Banks | 15.51 | - |
Pharmaceuticals & Biotechnology | 3.71 | - |
Non - Ferrous Metals | 1.78 | - |
Realty | 2.63 | - |
Healthcare Services | 0.95 | - |
Aerospace & Defense | 0.35 | - |
Auto Components | 3.22 | - |
Ferrous Metals | 1.65 | - |
Automobiles | 1.56 | - |
Industrial Products | 1.83 | - |
Insurance | 2.93 | - |
Diversified FMCG | 1.03 | - |
Consumer Durables | 1.48 | - |
Transport Infrastructure | 1.63 | - |
Diversified Metals | 0.74 | - |
Oil | 0.6 | - |
Power | 2.36 | - |
Fertilizers & Agrochemicals | 0.75 | - |
Leisure Services | 0.56 | - |
Metals & Minerals Trading | 0.14 | - |
Consumable Fuels | 0.29 | - |
Minerals & Mining | 0.59 | - |
Transport Services | 0.78 | - |
Chemicals & Petrochemicals | 0.89 | - |
Beverages | 2.15 | - |
Technology | - | 6.34 |
Industrials | - | 5.26 |
Financial Services | - | 11.74 |
Consumer Cyclical | - | 7.1 |
Healthcare | - | 3.55 |
Communication Services | - | 2.94 |
Basic Materials | - | 1.67 |
Consumer Defensive | - | 0.64 |
Utilities | - | 0.44 |
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