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

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tortoise-icon 360 ONE Balanced Hybrid Fund Regular - Growth

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tortoise-icon Axis Balanced Advantage Fund - Regular Plan - Growth

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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 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) ₹707 Cr ₹2323 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹1000 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 06 Sep 2023 07 Aug 2017
Category Dynamic Asset Allocation Dynamic Asset Allocation
Fund Type Open-ended Open Ended
Benchmark BSE India Bond Index NIFTY 50 Hybrid Composite debt 50:50 Index
Turn Over % 24%
Expense Ratio 2.01 2.03
Manager Milan Mody Hardik Shah
ISIN Code INF579M01AV5 INF846K01A52
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 12 months./365

Trailing Lumpsum Returns

Scheme Name 360 ONE Balanced Hybrid Fund Regular - Growth Axis Balanced Advantage Fund - Regular Plan - Growth
1 Month 1.02% 1.45%
6 Month 14.14% 14.11%
1 Year - 30.3%
3 Year - 13.03%
5 Year - 13.14%

SIP Return Analysis

Scheme Name 360 ONE Balanced Hybrid Fund Regular - Growth Axis Balanced Advantage Fund - Regular Plan - Growth
6 Month - -
1 Year 10.22% 12.57%
3 Year 10.22% 26.75%
5 Year 10.22% 41.86%

Rolling Lumpsum Returns

Scheme Name 360 ONE Balanced Hybrid Fund Regular - Growth Axis Balanced Advantage Fund - Regular Plan - Growth
1 Year 12.22% 12.56%
3 Year 12.22% 32.12%
5 Year 12.22% 45.81%

Risk Management

Scheme Name 360 ONE Balanced Hybrid Fund Regular - Growth Axis Balanced Advantage Fund - Regular Plan - Growth
Standard Deviation - 7.39%
Sharp - 0.89%
Beta - 0.98%
Alpha - 2.31%

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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
Fund Manage 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 53.02 35.88
Large Cap 23.29 51.36
Small Cap 11.41 5.34
Mid Cap 12.27 7.43

Sector Allocation

Scheme Name

360 ONE Balanced Hybrid Fund Regular - Growth

Axis Balanced Advantage Fund - Regular Plan - Growth

Others 2.7 9.94
Sovereign 12.71 11.61
Technology 4.4 4.95
Construction 6.34 3.68
Financial 36.71 28.95
Metals & Mining 2.15 1.01
Healthcare 2.6 5.51
Automobile 5.31 6.85
Capital Goods 9.63 4.12
Communication 5.03 4.05
Services 4.52 1.28
Energy 5.28 7.6
Chemicals 0.94 2.54
Consumer Discretionary 0.59 -
Consumer Staples 0.52 3.53
Materials 0.56 1.96
Insurance - 2.43

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