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) ₹843 Cr ₹2547 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹1000 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 25 Sep 2023 01 Aug 2017
Category Dynamic Asset Allocation 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 1.96 2.01
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 -2.23% -1.68%
6 Month -0.02% 0.76%
1 Year 12.71% 14.97%
3 Year - 11.41%
5 Year - 11.72%

SIP Return Analysis

Scheme Name 360 ONE Balanced Hybrid Fund Regular - Growth Axis Balanced Advantage Fund - Regular Plan - Growth
6 Month - -
1 Year 7.18% 8.76%
3 Year - 15.58%
5 Year - 13.73%

Rolling Lumpsum Returns

Scheme Name 360 ONE Balanced Hybrid Fund Regular - Growth Axis Balanced Advantage Fund - Regular Plan - Growth
1 Year 23.82% 7.63%
3 Year - 9.65%
5 Year - 8.02%

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 18.35
Large Cap 23.29 53.62
Small Cap 11.41 6.52
Mid Cap 12.27 8.15

Sector Allocation

Scheme Name

360 ONE Balanced Hybrid Fund Regular - Growth

Axis Balanced Advantage Fund - Regular Plan - Growth

Others 2.7 18.35
Sovereign 12.71 -
Technology 4.4 -
Construction 6.34 2.97
Financial 36.71 -
Metals & Mining 2.15 -
Healthcare 2.6 -
Automobile 5.31 -
Capital Goods 9.63 -
Communication 5.03 -
Services 4.52 -
Energy 5.28 -
Chemicals 0.94 -
Consumer Discretionary 0.59 -
Consumer Staples 0.52 -
Materials 0.56 -
Petroleum Products - 4.54
IT - Software - 6.38
Cement & Cement Products - 1.08
Personal Products - 0.77
Capital Markets - 0.02
Healthcare Services - 1.63
Banks - 14.48
Diversified FMCG - 0.66
Non - Ferrous Metals - 0.77
Pharmaceuticals & Biotechnology - 4.91
Aerospace & Defense - 0.99
Auto Components - 0.45
Electrical Equipment - 0.79
Automobiles - 5.31
Ferrous Metals - 0.19
Finance - 4.42
Insurance - 2.9
Gas - 0.14
IT - Services - 0.08
Agricultural Food & other Products - 0.64
Diversified Metals - 0.46
Oil - 0.54
Food Products - 0.04
Power - 2.35
Consumer Durables - 0.22
Industrial Products - 0.71
Chemicals & Petrochemicals - 1.32
Household Products - 0.73
Telecom - Services - 2.46
Consumable Fuels - 0.87
Fertilizers & Agrochemicals - 0.8
Industrial Manufacturing - 1.45
Transport Services - 0.03
Retailing - 0.65
Leisure Services - 0.56
Realty - 0.45
Beverages - 0.53

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