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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) | ₹838 Cr | ₹3816 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 | -1.3% | -1.25% |
| 6 Month | -0.63% | 1.91% |
| 1 Year | 5.13% | 6.88% |
| 3 Year | - | 14.52% |
| 5 Year | - | 11.86% |
SIP Return Analysis
| Scheme Name | 360 ONE Balanced Hybrid Fund Regular - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -2.53% | -0.75% |
| 1 Year | -1.75% | 2.84% |
| 3 Year | - | 10.4% |
| 5 Year | - | 11.04% |
Rolling Lumpsum Returns
| Scheme Name | 360 ONE Balanced Hybrid Fund Regular - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.23% | 7.84% |
| 3 Year | - | 10.97% |
| 5 Year | - | 10.77% |
Risk Management
| Scheme Name | 360 ONE Balanced Hybrid Fund Regular - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 7.39% |
| Sharp | - | 1.15% |
| Beta | - | 1.08% |
| Alpha | - | 2.69% |
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 | 64.85 | 35.47 |
| Large Cap | 24.12 | 56.83 |
| Mid Cap | 5.7 | 4.85 |
| Small Cap | 5.33 | 2.85 |
Sector Allocation
| Scheme Name |
360 ONE Balanced Hybrid Fund Regular - Growth |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 56.8 | 29.16 |
| Energy | 2.34 | 6.59 |
| Technology | 3.92 | 8.81 |
| Industrials | 8.66 | 7.27 |
| Financial Services | 12.58 | 21.75 |
| Consumer Cyclical | 8.14 | 7.47 |
| Communication Services | 2.83 | 2.09 |
| Utilities | 0.4 | 2.17 |
| Basic Materials | 1.66 | 3.6 |
| Consumer Defensive | 0.84 | 4.49 |
| Healthcare | 1.82 | 5.07 |
| Real Estate | - | 1.53 |
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