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) | ₹872 Cr | ₹3342 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 | -0.69% | -1.04% |
6 Month | 5.8% | 4.87% |
1 Year | 2.8% | 4.24% |
3 Year | - | 14.03% |
5 Year | - | 13.21% |
SIP Return Analysis
Scheme Name | 360 ONE Balanced Hybrid Fund Regular - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
6 Month | 3.3% | 2.21% |
1 Year | 6.69% | 5.17% |
3 Year | - | 14.27% |
5 Year | - | 12.94% |
Rolling Lumpsum Returns
Scheme Name | 360 ONE Balanced Hybrid Fund Regular - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
1 Year | 12.57% | 8.75% |
3 Year | - | 10.38% |
5 Year | - | 9.89% |
Risk Management
Scheme Name | 360 ONE Balanced Hybrid Fund Regular - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | - | 7.80% |
Sharp | - | 1.16% |
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 | 59.05 | 36.84 |
Large Cap | 22.96 | 55.12 |
Mid Cap | 7.45 | 4.8 |
Small Cap | 10.54 | 3.25 |
Sector Allocation
Scheme Name |
360 ONE Balanced Hybrid Fund Regular - Growth |
Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
Others | 54.94 | 32.21 |
Energy | 2.35 | 8.05 |
Technology | 5.91 | 7.29 |
Industrials | 8.07 | 6.68 |
Financial Services | 13.25 | 22 |
Healthcare | 3.35 | 4.45 |
Consumer Cyclical | 6.98 | 6.33 |
Communication Services | 3.4 | 2.72 |
Basic Materials | 1.42 | 3.7 |
Utilities | 0.33 | 2.36 |
Consumer Defensive | - | 3.56 |
Real Estate | - | 0.64 |
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