360 ONE Balanced Hybrid Fund Regular vs Aditya Birla Sun Life Balanced Advantage Fund compare
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
360 ONE Balanced Hybrid Fund Regular - Growth
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | 360 ONE Balanced Hybrid Fund Regular - Growth |
---|---|---|
Fund | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | 360 ONE Balanced Hybrid Fund Regular - Growth |
Investment Plan | Growth | Growth |
Level of Risk | High | High |
Asset Size (Cr) | ₹7239 Cr | ₹840 Cr |
Min Investment | ₹100 | ₹1000 |
Min SIP Invesment | ₹1000 | ₹1000 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 23 May 2000 | 25 Sep 2023 |
Category | Dynamic Asset Allocation | Balanced Hybrid |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Hybrid 50+50 Moderate TRI | NIFTY 50 Hybrid Composite debt 50:50 Index |
Turn Over | 240% | % |
Expense Ratio | 1.8 | 1.94 |
Manager | Lovelish Solanki | Milan Mody |
ISIN Code | INF084M01AB8 | INF579M01AV5 |
Exits Load | Aditya Birla Sun Life Balanced Advantage Fund - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./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 | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | 360 ONE Balanced Hybrid Fund Regular - Growth |
---|---|---|
1 Month | -1.05% | -0.75% |
6 Month | -5.21% | -4.49% |
1 Year | 6.68% | 8.36% |
3 Year | 10.91% | - |
5 Year | 13.09% | - |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | 360 ONE Balanced Hybrid Fund Regular - Growth |
---|---|---|
6 Month | -3.75% | -3.61% |
1 Year | -4.14% | -3.45% |
3 Year | 9.84% | - |
5 Year | 10.83% | - |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | 360 ONE Balanced Hybrid Fund Regular - Growth |
---|---|---|
1 Year | 11.51% | 19.96% |
3 Year | 11.47% | - |
5 Year | 11.12% | - |
Risk Management
Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | 360 ONE Balanced Hybrid Fund Regular - Growth |
---|---|---|
Standard Deviation | 6.2% | - |
Sharp | 0.49% | - |
Beta | 0.94% | - |
Alpha | 1.14% | - |
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Fund Managers
Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | 360 ONE Balanced Hybrid Fund Regular - Growth |
---|---|---|
Name | Lovelish Solanki | Milan Mody |
Total AUM | ₹14756 Cr | ₹1997 Cr |
Fund Manage | 2 | 3 |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | 360 ONE Balanced Hybrid Fund Regular - Growth |
Market Cap
Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
360 ONE Balanced Hybrid Fund Regular - Growth |
---|---|---|
Others | 35.45401 | 60.31628 |
Large Cap | 46.20843 | 19.84025 |
Mid Cap | 14.0684 | 9.6748 |
Small Cap | 4.26915 | 10.16866 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
360 ONE Balanced Hybrid Fund Regular - Growth |
---|---|---|
Others | 30.04715 | 60.31628 |
Communication Services | 1.90303 | 2.94151 |
Energy | 6.22007 | - |
Industrials | 9.1173 | 5.26388 |
Technology | 6.36041 | 6.34425 |
Basic Materials | 6.73274 | 1.67073 |
Consumer Defensive | 4.34194 | 0.63777 |
Financial Services | 19.46456 | 11.73512 |
Consumer Cyclical | 6.79004 | 7.10071 |
Healthcare | 4.44324 | 3.54667 |
Real Estate | 2.03139 | - |
Utilities | 2.54812 | 0.44307 |
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