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

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tortoise-icon 360 ONE Balanced Hybrid Fund Regular - Growth

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tortoise-icon 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) ₹505 Cr ₹10203 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹1000 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 25 Sep 2023 20 Aug 2009
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 % 81%
Expense Ratio 2.06 1.7
Manager Milan Mody Rahul Dedhia
ISIN Code INF579M01AV5 INF754K01285
Exits Load Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365 Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 90 days./365

Trailing Lumpsum Returns

Scheme Name 360 ONE Balanced Hybrid Fund Regular - Growth Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
1 Month 2.62% 3.04%
6 Month 13.33% 13.24%
1 Year - 25.41%
3 Year - 13.73%
5 Year - 16.11%

SIP Return Analysis

Scheme Name 360 ONE Balanced Hybrid Fund Regular - Growth Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
6 Month - -
1 Year 10.22% 11.59%
3 Year 10.22% 26.05%
5 Year 10.22% 48.37%

Rolling Lumpsum Returns

Scheme Name 360 ONE Balanced Hybrid Fund Regular - Growth Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
1 Year 12.22% 15.85%
3 Year 12.22% 37.08%
5 Year 12.22% 51.45%

Risk Management

Scheme Name 360 ONE Balanced Hybrid Fund Regular - Growth Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Standard Deviation - 7.27%
Sharp - 0.84%
Beta - 0.93%
Alpha - 3.19%

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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
Fund Manage 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 53.02 21.37
Large Cap 23.29 56.06
Mid Cap 12.27 9.03
Small Cap 11.41 3.01

Sector Allocation

Scheme Name

360 ONE Balanced Hybrid Fund Regular - Growth

Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

Sovereign 12.71 2.27
Construction 6.34 3.56
Financial 36.71 24.14
Capital Goods 9.63 2.16
Automobile 5.31 6.09
Energy 5.28 9.3
Others 2.7 17.38
Communication 5.03 2.95
Technology 4.4 4.66
Healthcare 2.6 3.69
Chemicals 0.94 0.82
Services 4.52 2.94
Metals & Mining 2.15 2.56
Consumer Discretionary 0.59 -
Materials 0.56 2.32
Consumer Staples 0.52 3.96
Insurance - 0.35
Textiles - 0.32

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