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

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tortoise-icon 360 ONE Balanced Hybrid Fund Regular - Growth

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tortoise-icon Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

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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 Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Fund 360 ONE Balanced Hybrid Fund Regular - Growth Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk High Very High
Asset Size (Cr) ₹707 Cr ₹11715 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹1000 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 06 Sep 2023 20 Aug 2009
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 % 81%
Expense Ratio 2.01 1.7
Manager Milan Mody Rahul Dedhia
ISIN Code INF579M01AV5 INF754K01285
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 90 days./365

Trailing Lumpsum Returns

Scheme Name 360 ONE Balanced Hybrid Fund Regular - Growth Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
1 Month 1.02% 1.64%
6 Month 14.14% 12.89%
1 Year - 27.65%
3 Year - 13.4%
5 Year - 16.98%

SIP Return Analysis

Scheme Name 360 ONE Balanced Hybrid Fund Regular - Growth Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
6 Month - -
1 Year 10.22% 11.59%
3 Year 10.22% 26.05%
5 Year 10.22% 48.37%

Rolling Lumpsum Returns

Scheme Name 360 ONE Balanced Hybrid Fund Regular - Growth Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
1 Year 12.22% 15.85%
3 Year 12.22% 37.08%
5 Year 12.22% 51.45%

Risk Management

Scheme Name 360 ONE Balanced Hybrid Fund Regular - Growth Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Standard Deviation - 7.27%
Sharp - 0.93%
Beta - 0.95%
Alpha - 2.64%

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Fund Managers

Scheme Name 360 ONE Balanced Hybrid Fund Regular - Growth Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Name Milan Mody Rahul Dedhia
Total AUM ₹1997 Cr ₹31988 Cr
Fund Manage 3 10
360 ONE Balanced Hybrid Fund Regular - Growth Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

360 ONE Balanced Hybrid Fund Regular - Growth

Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

Others 53.02 21.37
Large Cap 23.29 56.06
Small Cap 11.41 3.01
Mid Cap 12.27 9.03

Sector Allocation

Scheme Name

360 ONE Balanced Hybrid Fund Regular - Growth

Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

Others 2.7 17.38
Sovereign 12.71 2.27
Technology 4.4 4.66
Construction 6.34 3.56
Financial 36.71 24.14
Metals & Mining 2.15 2.56
Healthcare 2.6 3.69
Automobile 5.31 6.09
Capital Goods 9.63 2.16
Communication 5.03 2.95
Services 4.52 2.94
Energy 5.28 9.3
Chemicals 0.94 0.82
Consumer Discretionary 0.59 -
Consumer Staples 0.52 3.96
Materials 0.56 2.32
Textiles - 0.32
Insurance - 0.35

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