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) | ₹8800 Cr | ₹856 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 | Aggressive |
| 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 | 0.17% | -0.75% |
| 6 Month | 2.25% | 0.39% |
| 1 Year | 9.9% | 3.41% |
| 3 Year | 13.23% | - |
| 5 Year | 11.54% | - |
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 | 2.67% | 0.52% |
| 1 Year | 11.55% | 5.39% |
| 3 Year | 12.17% | - |
| 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 | 11.45% | 9.79% |
| 3 Year | 11.74% | - |
| 5 Year | 11.68% | - |
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 | 0.89% | - |
| Beta | 1.09% | - |
| Alpha | 1.1% | - |
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 | 40.22 | 63.91 |
| Large Cap | 39.79 | 22.79 |
| Mid Cap | 12.62 | 6.51 |
| Small Cap | 7.37 | 6.79 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
360 ONE Balanced Hybrid Fund Regular - Growth |
|---|---|---|
| Others | 27.2 | 58.48 |
| Communication Services | 1.22 | 2.62 |
| Energy | 3.41 | 2.36 |
| Technology | 8.52 | 5.22 |
| Industrials | 6.76 | 9.19 |
| Financial Services | 21.94 | 12.49 |
| Healthcare | 5.38 | 1.96 |
| Basic Materials | 6.73 | 1.38 |
| Real Estate | 3.45 | - |
| Consumer Cyclical | 7.24 | 5.94 |
| Consumer Defensive | 6.04 | - |
| Utilities | 2.11 | 0.36 |
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