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Compare 360 ONE Balanced Hybrid Fund vs Franklin India Pension Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | High | High |
Rating | 0.0 | 0.0 |
Min SIP Amount | ₹1000 | ₹500 |
Expense Ratio | 1.94 | 2.26 |
NAV | ₹12.34 | ₹212.03 |
Fund Started | 04 Sep 2023 | 03 Mar 1997 |
Fund Size | ₹860.07 Cr | ₹518.46 Cr |
Exit Load | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months. | Exit load of 3% if redeemed before the age of 58 yrs. |
Risk
High
High
Rating
0.0
0.0
Min SIP Amount
₹1000
₹500
Expense Ratio
1.94
2.26
NAV
₹12.34
₹212.03
Fund Started
04 Sep 2023
03 Mar 1997
Fund Size
₹860.07 Cr
₹518.46 Cr
Exit Load
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.
Exit load of 3% if redeemed before the age of 58 yrs.
Returns
1 Year | 16.37% | 13.23% |
3 Year | - | 10.19% |
5 Year | - | 9.60% |
1 Year
16.37%
13.23%
3 Year
-
10.19%
5 Year
-
9.60%
Holding Analysis
Equity | 42.27% | 38.47% |
Cash | 2.48% | 1.24% |
Equity
42.27%
38.47%
Cash
2.48%
1.24%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 2.99% |
ICICI Bank Ltd. | 1.86% |
Infosys Ltd. | 1.63% |
Dixon Technologies (India) Ltd. | 1.59% |
Suven Pharmaceuticals Ltd. | 1.38% |
Swiggy Ltd. | 1.37% |
Tata Motors Ltd. | 1.30% |
Divi's Laboratories Ltd. | 1.25% |
Bharti Airtel Ltd. | 1.21% |
Indus Towers Ltd. | 1.12% |
Name | Assets |
|---|---|
HDFC Bank Ltd. | 3.83% |
ICICI Bank Ltd. | 2.90% |
Infosys Ltd. | 1.96% |
Larsen & Toubro Ltd. | 1.95% |
Bharti Airtel Ltd. | 1.51% |
Axis Bank Ltd. | 1.32% |
Reliance Industries Ltd. | 1.21% |
HCL Technologies Ltd. | 1.18% |
Zomato Ltd. | 1.03% |
United Spirits Ltd. | 1.02% |
Fund Manager
Name | Mayur Patel | Anand Radhakrishnan |
Start Date | 04 Sep 2023 | 01 Jan 2019 |
Name
Mayur Patel
Anand Radhakrishnan
Start Date
04 Sep 2023
01 Jan 2019
About Fund
Description | The scheme seeks to generate long term capital appreciation/income by investing in equity and debt instruments. | The scheme seeks to generate steady returns along with tax savings through a portfolio of upto 40% in equities with the balance invested in fixed income instruments. This is to ensure relative stability and deliver superior returns. |
Launch Date | 04 Sep 2023 | 03 Mar 1997 |
Description
The scheme seeks to generate long term capital appreciation/income by investing in equity and debt instruments.
The scheme seeks to generate steady returns along with tax savings through a portfolio of upto 40% in equities with the balance invested in fixed income instruments. This is to ensure relative stability and deliver superior returns.
Launch Date
04 Sep 2023
03 Mar 1997
