360 ONE Balanced Hybrid Fund Regular vs Edelweiss Balanced Advantage Fund compare
360 ONE Balanced Hybrid Fund Regular - Growth
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹840 Cr | ₹12238 Cr |
Min Investment | ₹1000 | ₹100 |
Min SIP Invesment | ₹1000 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 25 Sep 2023 | 20 Aug 2009 |
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 | % | 81% |
Expense Ratio | 1.94 | 1.69 |
Manager | Milan Mody | Rahul Dedhia |
ISIN Code | INF579M01AV5 | INF754K01285 |
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 | Edelweiss Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | 360 ONE Balanced Hybrid Fund Regular - Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 2.6% | 4.02% |
6 Month | -3.98% | -7.33% |
1 Year | 10.31% | 4.65% |
3 Year | - | 10.16% |
5 Year | - | 16.99% |
SIP Return Analysis
Scheme Name | 360 ONE Balanced Hybrid Fund Regular - Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | -1.55% | -1.38% |
1 Year | -0.67% | -2.81% |
3 Year | - | 11.32% |
5 Year | - | 12.01% |
Rolling Lumpsum Returns
Scheme Name | 360 ONE Balanced Hybrid Fund Regular - Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 19.96% | 9.77% |
3 Year | - | 11.52% |
5 Year | - | 11.23% |
Risk Management
Scheme Name | 360 ONE Balanced Hybrid Fund Regular - Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | - | 8.045% |
Sharp | - | 0.5% |
Beta | - | - |
Alpha | - | - |
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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 |
Funds Managed | 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 | 60.32 | 27.12 |
Large Cap | 19.84 | 52.16 |
Mid Cap | 9.67 | 13.82 |
Small Cap | 10.17 | 6.9 |
Sector Allocation
Scheme Name |
360 ONE Balanced Hybrid Fund Regular - Growth |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
Others | 60.32 | 27.05 |
Technology | 6.34 | 10.12 |
Industrials | 5.26 | 3.8 |
Financial Services | 11.74 | 21.21 |
Consumer Cyclical | 7.1 | 9.99 |
Healthcare | 3.55 | 7.32 |
Communication Services | 2.94 | 2.28 |
Basic Materials | 1.67 | 2.38 |
Consumer Defensive | 0.64 | 5.86 |
Utilities | 0.44 | 4.53 |
Energy | - | 4.13 |
Real Estate | - | 1.34 |
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