360 ONE Balanced Hybrid Fund Regular vs Axis Balanced Advantage Fund compare
360 ONE Balanced Hybrid Fund Regular - Growth
Axis Balanced Advantage Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | 360 ONE Balanced Hybrid Fund Regular - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
Fund | 360 ONE Balanced Hybrid Fund Regular - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | High | Very High |
Asset Size (Cr) | ₹840 Cr | ₹2652 Cr |
Min Investment | ₹1000 | ₹100 |
Min SIP Invesment | ₹1000 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 25 Sep 2023 | 01 Aug 2017 |
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 | % | 24% |
Expense Ratio | 1.94 | 2 |
Manager | Milan Mody | Hardik Shah |
ISIN Code | INF579M01AV5 | INF846K01A52 |
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 | Axis Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | 360 ONE Balanced Hybrid Fund Regular - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
1 Month | 2.6% | 3.31% |
6 Month | -3.98% | -4.36% |
1 Year | 10.31% | 9.8% |
3 Year | - | 12.15% |
5 Year | - | 14.58% |
SIP Return Analysis
Scheme Name | 360 ONE Balanced Hybrid Fund Regular - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
6 Month | -1.55% | -0.37% |
1 Year | -0.67% | 2.96% |
3 Year | - | 14.76% |
5 Year | - | 13.17% |
Rolling Lumpsum Returns
Scheme Name | 360 ONE Balanced Hybrid Fund Regular - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
1 Year | 19.96% | 8.22% |
3 Year | - | 9.95% |
5 Year | - | 8.8% |
Risk Management
Scheme Name | 360 ONE Balanced Hybrid Fund Regular - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | - | 8.096% |
Sharp | - | 0.607% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | 360 ONE Balanced Hybrid Fund Regular - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
Name | Milan Mody | Hardik Shah |
Total AUM | ₹1997 Cr | ₹0 Cr |
Funds Managed | 3 | 12 |
360 ONE Balanced Hybrid Fund Regular - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
360 ONE Balanced Hybrid Fund Regular - Growth |
Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
Others | 60.32 | 34.05 |
Large Cap | 19.84 | 56.4 |
Mid Cap | 9.67 | 5.5 |
Small Cap | 10.17 | 4.04 |
Sector Allocation
Scheme Name |
360 ONE Balanced Hybrid Fund Regular - Growth |
Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
Others | 60.32 | 32.81 |
Technology | 6.34 | 6.58 |
Industrials | 5.26 | 5.28 |
Financial Services | 11.74 | 21.88 |
Consumer Cyclical | 7.1 | 7.77 |
Healthcare | 3.55 | 5.99 |
Communication Services | 2.94 | 3.08 |
Basic Materials | 1.67 | 3.97 |
Consumer Defensive | 0.64 | 2.51 |
Utilities | 0.44 | 1.99 |
Energy | - | 7.7 |
Real Estate | - | 0.43 |
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