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

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

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360 ONE Balanced Hybrid Fund Regular - Growth

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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)	₹856 Cr	₹3810 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	-0.77%	-0.09%
6 Month	1.4%	3.45%
1 Year	2.15%	4.46%
3 Year	-	13.84%
5 Year	-	11.9%

SIP Return Analysis

Scheme Name	360 ONE Balanced Hybrid Fund Regular - Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
6 Month	0.31%	2.31%
1 Year	6.15%	10.02%
3 Year	-	12.92%
5 Year	-	12.24%

Rolling Lumpsum Returns

Scheme Name	360 ONE Balanced Hybrid Fund Regular - Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
1 Year	9.79%	7.96%
3 Year	-	10.86%
5 Year	-	10.67%

Risk Management

Scheme Name	360 ONE Balanced Hybrid Fund Regular - Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
Standard Deviation	-	7.47%
Sharp	-	0.90%
Beta	-	1.06%
Alpha	-	1.82%

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	62.38	35.47
Large Cap	23.24	56.23
Mid Cap	7.07	5.53
Small Cap	7.32	2.77

Sector Allocation

Scheme Name	360 ONE Balanced Hybrid Fund Regular - Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
Others	57.66	29.67
Energy	2.38	6.6
Technology	4.75	8.94
Industrials	9.27	7.6
Financial Services	12.64	21.52
Healthcare	2.08	4.99
Consumer Cyclical	6.23	6.35
Communication Services	2.66	2.16
Utilities	0.43	2.32
Basic Materials	1.93	3.78
Consumer Defensive	-	4.52
Real Estate	-	1.55

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