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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) | ₹871 Cr | ₹3591 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹1000 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 25 Sep 2023 | 01 Aug 2017 |
| Category | Aggressive | 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 | 1.27% | 2.67% |
| 6 Month | 4.91% | 4.42% |
| 1 Year | 4.66% | 6.23% |
| 3 Year | - | 14.1% |
| 5 Year | - | 13.03% |
SIP Return Analysis
| Scheme Name | 360 ONE Balanced Hybrid Fund Regular - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.83% | 3% |
| 1 Year | 8.03% | 10.04% |
| 3 Year | - | 13.61% |
| 5 Year | - | 12.57% |
Rolling Lumpsum Returns
| Scheme Name | 360 ONE Balanced Hybrid Fund Regular - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 9.79% | 8.43% |
| 3 Year | - | 10.68% |
| 5 Year | - | 10.45% |
Risk Management
| Scheme Name | 360 ONE Balanced Hybrid Fund Regular - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 7.49% |
| Sharp | - | 0.93% |
| Beta | - | 1.06% |
| Alpha | - | 1.60% |
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 | 62.85 | 35.01 |
| Large Cap | 22.49 | 56.65 |
| Mid Cap | 7.12 | 5.84 |
| Small Cap | 7.55 | 2.51 |
Sector Allocation
| Scheme Name |
360 ONE Balanced Hybrid Fund Regular - Growth |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 59.14 | 29.95 |
| Energy | 2.21 | 6.86 |
| Technology | 4.65 | 8.14 |
| Industrials | 8.76 | 7.02 |
| Financial Services | 11.98 | 22.29 |
| Healthcare | 2.44 | 5.28 |
| Consumer Cyclical | 6.5 | 6.85 |
| Communication Services | 2.28 | 2.02 |
| Utilities | 0.26 | 2.34 |
| Basic Materials | 1.77 | 3.67 |
| Consumer Defensive | - | 4.2 |
| Real Estate | - | 1.37 |
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