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) ₹505 Cr ₹1979 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹1000 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 25 Sep 2023 07 Aug 2017
Category Dynamic Asset Allocation 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 2.06 2.09
Manager Milan Mody Hardik Shah
ISIN Code INF579M01AV5 INF846K01A52
Exits Load Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365 For units in excess of 10% of the investment,1% will be charged for redemption within 12 months/365

Trailing Lumpsum Returns

Scheme Name 360 ONE Balanced Hybrid Fund Regular - Growth Axis Balanced Advantage Fund - Regular Plan - Growth
1 Month 3.13% 3.73%
6 Month 13.02% 13.43%
1 Year - 28.38%
3 Year - 13.96%
5 Year - 12.5%

SIP Return Analysis

Scheme Name 360 ONE Balanced Hybrid Fund Regular - Growth Axis Balanced Advantage Fund - Regular Plan - Growth
6 Month - -
1 Year 10.22% 12.57%
3 Year 10.22% 26.75%
5 Year 10.22% 41.86%

Rolling Lumpsum Returns

Scheme Name 360 ONE Balanced Hybrid Fund Regular - Growth Axis Balanced Advantage Fund - Regular Plan - Growth
1 Year 12.22% 12.56%
3 Year 12.22% 32.12%
5 Year 12.22% 45.81%

Risk Management

Scheme Name 360 ONE Balanced Hybrid Fund Regular - Growth Axis Balanced Advantage Fund - Regular Plan - Growth
Standard Deviation - 7.39%
Sharp - 0.84%
Beta - 0.95%
Alpha - 3.27%

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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
Fund Manage 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 53.02 35.88
Large Cap 23.29 51.36
Mid Cap 12.27 7.43
Small Cap 11.41 5.34

Sector Allocation

Scheme Name

360 ONE Balanced Hybrid Fund Regular - Growth

Axis Balanced Advantage Fund - Regular Plan - Growth

Sovereign 12.71 11.61
Construction 6.34 3.68
Financial 36.71 28.95
Capital Goods 9.63 4.12
Automobile 5.31 6.85
Energy 5.28 7.6
Others 2.7 9.94
Communication 5.03 4.05
Technology 4.4 4.95
Healthcare 2.6 5.51
Chemicals 0.94 2.54
Services 4.52 1.28
Metals & Mining 2.15 1.01
Consumer Discretionary 0.59 -
Materials 0.56 1.96
Consumer Staples 0.52 3.53
Insurance - 2.43

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