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

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360 ONE Balanced Hybrid Fund Regular - Growth

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Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

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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	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)	₹856 Cr	₹13411 Cr
Min Investment	₹1000	₹100
Min SIP Invesment	₹1000	₹100
Min Addl Investment	₹1000	₹100
Launch Date	25 Sep 2023	20 Aug 2009
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	%	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

Scheme Name	360 ONE Balanced Hybrid Fund Regular - Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
1 Month	-0.75%	-0.38%
6 Month	0.39%	2.66%
1 Year	3.41%	6.58%
3 Year	-	12.88%
5 Year	-	11.89%

Scheme Name	360 ONE Balanced Hybrid Fund Regular - Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
6 Month	0.52%	2.71%
1 Year	5.39%	10.9%
3 Year	-	10.8%
5 Year	-	11.07%

Scheme Name	360 ONE Balanced Hybrid Fund Regular - Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
1 Year	9.79%	9.16%
3 Year	-	11.71%
5 Year	-	11.52%

Scheme Name	360 ONE Balanced Hybrid Fund Regular - Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Standard Deviation	-	8.00%
Sharp	-	0.65%
Beta	-	1.13%
Alpha	-	-

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

Scheme Name	360 ONE Balanced Hybrid Fund Regular - Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Others	63.91	23.09
Large Cap	22.79	56.72
Mid Cap	6.51	13.97
Small Cap	6.79	6.22

Scheme Name	360 ONE Balanced Hybrid Fund Regular - Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Others	58.48	19.24
Energy	2.36	5.01
Technology	5.22	8.62
Industrials	9.19	6.74
Financial Services	12.49	27.73
Healthcare	1.96	6.17
Consumer Cyclical	5.94	10.7
Communication Services	2.62	3.89
Utilities	0.36	2.72
Basic Materials	1.38	4.78
Consumer Defensive	-	3.93
Real Estate	-	0.46