360 ONE Balanced Hybrid Fund Regular vs Nippon India Balanced Advantage Fund compare
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
360 ONE Balanced Hybrid Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option | 360 ONE Balanced Hybrid Fund Regular - Growth |
|---|---|---|
| Fund | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option | 360 ONE Balanced Hybrid Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | High |
| Asset Size (Cr) | ₹9749 Cr | ₹856 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 15 Nov 2004 | 25 Sep 2023 |
| Category | Dynamic Asset Allocation | Aggressive |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 50+50 Moderate Index | NIFTY 50 Hybrid Composite debt 50:50 Index |
| Turn Over | 334% | % |
| Expense Ratio | 1.76 | 1.94 |
| Manager | Ashutosh Bhargava | Milan Mody |
| ISIN Code | INF204K01596 | INF579M01AV5 |
| Exits Load | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365 | 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 |
Trailing Lumpsum Returns
| Scheme Name | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option | 360 ONE Balanced Hybrid Fund Regular - Growth |
|---|---|---|
| 1 Month | - | 0.17% |
| 6 Month | - | -0.04% |
| 1 Year | - | 3.71% |
| 3 Year | - | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option | 360 ONE Balanced Hybrid Fund Regular - Growth |
|---|---|---|
| 6 Month | - | 1.08% |
| 1 Year | - | 6.65% |
| 3 Year | - | - |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option | 360 ONE Balanced Hybrid Fund Regular - Growth |
|---|---|---|
| 1 Year | - | 8.36% |
| 3 Year | - | - |
| 5 Year | - | - |
Risk Management
| Scheme Name | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option | 360 ONE Balanced Hybrid Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 6.79% | - |
| Sharp | 0.83% | - |
| Beta | 1.00% | - |
| Alpha | 0.53% | - |
Fund Managers
| Scheme Name | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option | 360 ONE Balanced Hybrid Fund Regular - Growth |
|---|---|---|
| Name | Ashutosh Bhargava | Milan Mody |
| Total AUM | ₹121448 Cr | ₹1997 Cr |
| Funds Managed | 12 | 3 |
| Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option | 360 ONE Balanced Hybrid Fund Regular - Growth |
Market Cap
| Scheme Name |
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
360 ONE Balanced Hybrid Fund Regular - Growth |
|---|---|---|
| Others | 41.92 | 58.48 |
| Large Cap | 51.08 | 25.08 |
| Mid Cap | 11.66 | 9.55 |
| Small Cap | 7.54 | 6.91 |
Sector Allocation
| Scheme Name |
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
360 ONE Balanced Hybrid Fund Regular - Growth |
|---|---|---|
| Others | 41.92 | 58.48 |
| Petroleum Products | 2.38 | 1.03 |
| IT - Software | 7.22 | 2.56 |
| Cement & Cement Products | 1.12 | - |
| IT - Services | 0.27 | - |
| Construction | 2.1 | 2.18 |
| Consumer Durables | 2.52 | 2.35 |
| Diversified FMCG | 3.49 | - |
| Banks | 15.43 | 5.94 |
| Automobiles | 2.54 | 0.94 |
| Aerospace & Defense | 0.98 | 0.94 |
| Electrical Equipment | 1.62 | 4.34 |
| Pharmaceuticals & Biotechnology | 1.85 | 1.45 |
| Ferrous Metals | 0.52 | 0.23 |
| Realty | 1.82 | - |
| Transport Infrastructure | 2.16 | - |
| Personal Products | 1.61 | - |
| Industrial Products | 0.4 | 1.3 |
| Telecom - Services | 4.13 | 2.62 |
| Insurance | 2.85 | - |
| Finance | 1.76 | 5.55 |
| Transport Services | 0.46 | 1.17 |
| Retailing | 1.61 | 1.62 |
| Power | 3.35 | - |
| Financial Technology (Fintech) | 1.09 | - |
| Healthcare Services | 0.24 | 0.52 |
| Auto Components | 1.47 | 1.32 |
| Diversified | 0.55 | - |
| Other Utilities | 0.36 | - |
| Beverages | 1.42 | - |
| Textiles & Apparels | 0.74 | - |
| Food Products | 0.52 | - |
| Leisure Services | 1.7 | 0.8 |
| Minerals & Mining | - | 0.64 |
| Oil | - | 0.85 |
| Diversified Metals | - | 0.95 |
| Gas | - | 0.48 |
| Fertilizers & Agrochemicals | - | 0.43 |
| Commercial Services & Supplies | - | 0.32 |
| Capital Markets | - | 1.01 |
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