360 ONE Balanced Hybrid Fund Regular vs Aditya Birla Sun Life Balanced Advantage Fund compare

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tortoise-icon Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

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tortoise-icon 360 ONE Balanced Hybrid Fund Regular - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹7427 Cr ₹843 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 Dynamic Asset Allocation
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 1.96
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 0.99% 1.67%
6 Month 5.78% 6.79%
1 Year 17.66% 20.09%
3 Year 11.54% -
5 Year 13.03% -

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 - -
1 Year 13.89% 17.13%
3 Year 15.28% -
5 Year 14.25% -

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 11.31% 23.82%
3 Year 11.5% -
5 Year 11.04% -

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 0.68% -
Beta 0.11% -
Alpha 4.04% -

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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
Fund Manage 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 -0.81 53.02
Large Cap 56.11 23.29
Mid Cap 9.42 12.27
Small Cap 7.86 11.41

Sector Allocation

Scheme Name

Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

360 ONE Balanced Hybrid Fund Regular - Growth

Others -0.81 2.7
Telecom - Services 2.73 -
Petroleum Products 4.63 -
Electrical Equipment 1.36 -
IT - Software 7.01 -
Cement & Cement Products 1.46 -
Personal Products 1.71 -
Construction 2.62 6.34
Banks 13.5 -
Diversified FMCG 2.84 -
Pharmaceuticals & Biotechnology 3.26 -
Non - Ferrous Metals 1.31 -
Realty 2.93 -
Healthcare Services 1.27 -
Aerospace & Defense 0.44 -
Auto Components 2.51 -
Ferrous Metals 0.78 -
Automobiles 2.73 -
Finance 4.47 -
Insurance 1.24 -
Industrial Products 0.47 -
Consumer Durables 1.89 -
Transport Infrastructure 2.27 -
Retailing 1.47 -
Diversified Metals 0.28 -
Oil 0.66 -
Power 3.16 -
Fertilizers & Agrochemicals 0.3 -
Metals & Minerals Trading 0.46 -
Consumable Fuels 0.94 -
Minerals & Mining 0.46 -
Transport Services 0.68 -
Chemicals & Petrochemicals 0.44 -
Leisure Services 0.31 -
Beverages 0.8 -
Sovereign - 12.71
Technology - 4.4
Financial - 36.71
Metals & Mining - 2.15
Healthcare - 2.6
Automobile - 5.31
Capital Goods - 9.63
Communication - 5.03
Services - 4.52
Energy - 5.28
Chemicals - 0.94
Consumer Discretionary - 0.59
Consumer Staples - 0.52
Materials - 0.56

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