360 ONE Balanced Hybrid Fund Regular vs Edelweiss Balanced Advantage Fund compare
360 ONE Balanced Hybrid Fund Regular - Growth
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | 360 ONE Balanced Hybrid Fund Regular - Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
Fund | 360 ONE Balanced Hybrid Fund Regular - Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | High | Very High |
Asset Size (Cr) | ₹860 Cr | ₹12696 Cr |
Min Investment | ₹1000 | ₹100 |
Min SIP Invesment | ₹1000 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 25 Sep 2023 | 20 Aug 2009 |
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 | % | 81% |
Expense Ratio | 1.94 | 1.69 |
Manager | Milan Mody | Rahul Dedhia |
ISIN Code | INF579M01AV5 | INF754K01285 |
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 | Edelweiss Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | 360 ONE Balanced Hybrid Fund Regular - Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 1.11% | 2.58% |
6 Month | 2.51% | 2.95% |
1 Year | 4.38% | 4.1% |
3 Year | - | 14.98% |
5 Year | - | 15.42% |
SIP Return Analysis
Scheme Name | 360 ONE Balanced Hybrid Fund Regular - Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 4.98% | 6.33% |
1 Year | 8.37% | 9.07% |
3 Year | - | 13.03% |
5 Year | - | 12.53% |
Rolling Lumpsum Returns
Scheme Name | 360 ONE Balanced Hybrid Fund Regular - Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 12.57% | 9.54% |
3 Year | - | 11.43% |
5 Year | - | 11.32% |
Risk Management
Scheme Name | 360 ONE Balanced Hybrid Fund Regular - Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | - | 8.56% |
Sharp | - | 0.74% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | 360 ONE Balanced Hybrid Fund Regular - Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
Name | Milan Mody | Rahul Dedhia |
Total AUM | ₹1997 Cr | ₹31988 Cr |
Funds Managed | 3 | 10 |
360 ONE Balanced Hybrid Fund Regular - Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
360 ONE Balanced Hybrid Fund Regular - Growth |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
Others | 60.48 | 21.4 |
Large Cap | 22.09 | 57.72 |
Mid Cap | 7.19 | 14.08 |
Small Cap | 10.24 | 6.81 |
Sector Allocation
Scheme Name |
360 ONE Balanced Hybrid Fund Regular - Growth |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
Others | 56.45 | 21.16 |
Energy | 2.31 | 5.46 |
Technology | 5.75 | 7.94 |
Industrials | 7.87 | 4.71 |
Financial Services | 12.8 | 26.61 |
Healthcare | 2.86 | 7.42 |
Consumer Cyclical | 6.71 | 7.94 |
Communication Services | 3.24 | 2.83 |
Basic Materials | 1.68 | 4.7 |
Consumer Defensive | 0 | 6.35 |
Utilities | 0.33 | 4.05 |
Real Estate | - | 0.84 |
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