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) ₹843 Cr ₹12306 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹1000 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 25 Sep 2023 20 Aug 2009
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 % 81%
Expense Ratio 1.96 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 -2.23% -2.08%
6 Month -0.02% -2.38%
1 Year 12.71% 9.93%
3 Year - 10.08%
5 Year - 14.06%

SIP Return Analysis

Scheme Name 360 ONE Balanced Hybrid Fund Regular - Growth Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
6 Month - -
1 Year 7.18% 2.96%
3 Year - 12.75%
5 Year - 13.31%

Rolling Lumpsum Returns

Scheme Name 360 ONE Balanced Hybrid Fund Regular - Growth Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
1 Year 23.82% 9.63%
3 Year - 11.61%
5 Year - 11.18%

Risk Management

Scheme Name 360 ONE Balanced Hybrid Fund Regular - Growth Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Standard Deviation - 7.27%
Sharp - 0.8%
Beta - 0.25%
Alpha - 3.73%

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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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