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360 ONE Balanced Hybrid Fund Regular vs Axis Balanced Advantage Fund compare

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tortoise-icon 360 ONE Balanced Hybrid Fund Regular - Growth

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tortoise-icon Axis Balanced Advantage Fund - Regular Plan - Growth

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Chart Comparison

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

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) ₹840 Cr ₹2652 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 1.87% 2.29%
6 Month -0.11% 1.63%
1 Year 8.88% 13.01%
3 Year - 14.14%
5 Year - 13.9%

SIP Return Analysis

Scheme Name 360 ONE Balanced Hybrid Fund Regular - Growth Axis Balanced Advantage Fund - Regular Plan - Growth
6 Month 1.51% 2.28%
1 Year 2.24% 4.99%
3 Year - 15.41%
5 Year - 13.48%

Rolling Lumpsum Returns

Scheme Name 360 ONE Balanced Hybrid Fund Regular - Growth Axis Balanced Advantage Fund - Regular Plan - Growth
1 Year 19.96% 8.22%
3 Year - 9.95%
5 Year - 8.8%

Risk Management

Scheme Name 360 ONE Balanced Hybrid Fund Regular - Growth Axis Balanced Advantage Fund - Regular Plan - Growth
Standard Deviation - 8.096%
Sharp - 0.607%
Beta - -
Alpha - -

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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 60.32 34.05
Large Cap 19.84 56.4
Mid Cap 9.67 5.5
Small Cap 10.17 4.04

Sector Allocation

Scheme Name

360 ONE Balanced Hybrid Fund Regular - Growth

Axis Balanced Advantage Fund - Regular Plan - Growth

Others 60.32 32.81
Technology 6.34 6.58
Industrials 5.26 5.28
Financial Services 11.74 21.88
Consumer Cyclical 7.1 7.77
Healthcare 3.55 5.99
Communication Services 2.94 3.08
Basic Materials 1.67 3.97
Consumer Defensive 0.64 2.51
Utilities 0.44 1.99
Energy - 7.7
Real Estate - 0.43

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