360 ONE Balanced Hybrid Fund vs WhiteOak Capital Balanced Hybrid Fund
Updated June 2026 · both Balanced Hybrid funds · metrics from AMFI NAVs
In short: 360 ONE Balanced Hybrid Fund has the lower expense ratio (0.54%); 360 ONE Balanced Hybrid Fund has the better risk-adjusted return (Sharpe 0.60). This is analysis from past data, not a recommendation.
| Metric | 360 ONE Balanced Hybrid Fund | WhiteOak Capital Balanced Hybrid Fund |
|---|---|---|
| 1Y return | +1.59% | +1.49% |
| 3Y CAGR | - | - |
| 5Y CAGR | - | - |
| Sharpe ratio | 0.60 | 0.52 |
| Max drawdown | -6.7% | -8.4% |
| Volatility | 7.8% | 8.6% |
| Alpha | +3.64% | +3.27% |
| Expense ratio (Direct) | 0.54% | 0.71% |
| AUM | ₹787 Cr | ₹268 Cr |
Winner on each row highlighted (lower is better for expense ratio and volatility; max drawdown closer to zero is better). Computed from AMFI NAVs - see methodology. No paid placement.
FAQ
Which has the lower expense ratio?
360 ONE Balanced Hybrid Fund has the lower Direct-plan expense ratio (0.54%), versus 0.71% for the other. Over long horizons a lower TER compounds into a meaningful difference.
How are these figures calculated?
All returns, risk metrics and alpha are computed independently from AMFI daily NAVs using a disclosed methodology. FindMF takes no commission and this comparison is not a recommendation.