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360 ONE Balanced Hybrid Fund Regular vs Axis Balanced Advantage Fund compare
360 ONE Balanced Hybrid Fund Regular - Growth
Axis Balanced Advantage Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | 360 ONE Balanced Hybrid Fund Regular - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Fund | 360 ONE Balanced Hybrid Fund Regular - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Very High |
| Asset Size (Cr) | ₹853 Cr | ₹3489 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹1000 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 25 Sep 2023 | 01 Aug 2017 |
| Category | Balanced Hybrid | Dynamic Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 Hybrid Composite debt 50:50 Index | NIFTY 50 Hybrid Composite debt 50:50 Index |
| Turn Over | % | 24% |
| Expense Ratio | 1.94 | 2 |
| Manager | Milan Mody | Hardik Shah |
| ISIN Code | INF579M01AV5 | INF846K01A52 |
| Exits Load | 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 | Axis Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | 360 ONE Balanced Hybrid Fund Regular - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 1.54% | 1.55% |
| 6 Month | 7.95% | 7.46% |
| 1 Year | 2.29% | 1.89% |
| 3 Year | - | 13.22% |
| 5 Year | - | 13.22% |
SIP Return Analysis
| Scheme Name | 360 ONE Balanced Hybrid Fund Regular - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.1% | 1.77% |
| 1 Year | 7.23% | 6.76% |
| 3 Year | - | 13.5% |
| 5 Year | - | 12.39% |
Rolling Lumpsum Returns
| Scheme Name | 360 ONE Balanced Hybrid Fund Regular - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 10.71% | 8.63% |
| 3 Year | - | 10.55% |
| 5 Year | - | 10.25% |
Risk Management
| Scheme Name | 360 ONE Balanced Hybrid Fund Regular - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 7.64% |
| Sharp | - | 0.76% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | 360 ONE Balanced Hybrid Fund Regular - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Name | Milan Mody | Hardik Shah |
| Total AUM | ₹1997 Cr | ₹0 Cr |
| Funds Managed | 3 | 12 |
| 360 ONE Balanced Hybrid Fund Regular - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
360 ONE Balanced Hybrid Fund Regular - Growth |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 61.68 | 36.86 |
| Large Cap | 22.15 | 54.94 |
| Mid Cap | 7.47 | 5.37 |
| Small Cap | 8.7 | 2.84 |
Sector Allocation
| Scheme Name |
360 ONE Balanced Hybrid Fund Regular - Growth |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 58.09 | 32.11 |
| Energy | 2.12 | 7.26 |
| Technology | 5.11 | 7.07 |
| Industrials | 8.94 | 7.13 |
| Financial Services | 11.1 | 22.96 |
| Healthcare | 3.02 | 5.67 |
| Consumer Cyclical | 7.25 | 5.44 |
| Communication Services | 2.77 | 2.4 |
| Basic Materials | 1.26 | 3.57 |
| Utilities | 0.34 | 2.56 |
| Consumer Defensive | - | 3.25 |
| Real Estate | - | 0.57 |
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