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 Risk | Very High Risk |
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 | -1.29% | -2.04% |
6 Month | -3.16% | -6.2% |
1 Year | 10.13% | 4.34% |
3 Year | - | 9.88% |
5 Year | - | 13.2% |
SIP Return Analysis
Scheme Name | 360 ONE Balanced Hybrid Fund Regular - Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | 1.55% | -4.15% |
3 Year | - | 10.28% |
5 Year | - | 11.78% |
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 | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Top Comparisons
PGIM India Global Equity Opportunities Fund - Growth
3Y Returns12.96%
DSP World Energy Fund - Regular Plan - Growth
3Y Returns5.57%
Franklin India Smaller Companies Fund-Growth
3Y Returns19.65%
LIC MF Small Cap Fund Regular - Growth
3Y Returns17.69%
Bandhan Overnight Fund Regular - Growth
3Y Returns6.08%
Edelweiss Overnight Fund - Regular Plan - Growth
3Y Returns6.07%
HDFC Pharma and Healthcare Fund - Regular (G)
3Y Returns0%
DSP Healthcare Fund - Regular Plan - Growth
3Y Returns21.36%