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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) ₹840 Cr ₹12238 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 1.33% 1.25%
6 Month 0.4% -0.34%
1 Year 6.07% 4.16%
3 Year - 14.25%
5 Year - 15.41%

SIP Return Analysis

Scheme Name 360 ONE Balanced Hybrid Fund Regular - Growth Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
6 Month 4.26% 4.64%
1 Year 5.94% 4.54%
3 Year - 12.04%
5 Year - 11.96%

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 - 8.045%
Sharp - 0.5%
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 60.32 27.12
Large Cap 19.84 52.16
Mid Cap 9.67 13.82
Small Cap 10.17 6.9

Sector Allocation

Scheme Name

360 ONE Balanced Hybrid Fund Regular - Growth

Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

Others 60.32 27.05
Technology 6.34 10.12
Industrials 5.26 3.8
Financial Services 11.74 21.21
Consumer Cyclical 7.1 9.99
Healthcare 3.55 7.32
Communication Services 2.94 2.28
Basic Materials 1.67 2.38
Consumer Defensive 0.64 5.86
Utilities 0.44 4.53
Energy - 4.13
Real Estate - 1.34

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