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360 ONE Balanced Hybrid Fund Regular vs HDFC Balanced Advantage Fund compare

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tortoise-icon HDFC Balanced Advantage Fund - Growth Plan

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tortoise-icon 360 ONE Balanced Hybrid Fund Regular - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name HDFC Balanced Advantage Fund - Growth Plan 360 ONE Balanced Hybrid Fund Regular - Growth
Fund HDFC Balanced Advantage Fund - Growth Plan 360 ONE Balanced Hybrid Fund Regular - Growth
Investment Plan Growth Growth
Level of Risk Very High High
Asset Size (Cr) ₹100299 Cr ₹860 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 11 Sep 2000 25 Sep 2023
Category Dynamic Asset Allocation Balanced Hybrid
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 21.38% %
Expense Ratio 1.35 1.94
Manager Anil Bamboli Milan Mody
ISIN Code INF179K01830 INF579M01AV5
Exits Load HDFC Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 360 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

Trailing Lumpsum Returns

Scheme Name HDFC Balanced Advantage Fund - Growth Plan 360 ONE Balanced Hybrid Fund Regular - Growth
1 Month 1.82% 1.11%
6 Month 4.2% 2.51%
1 Year 4.89% 4.38%
3 Year 23.01% -
5 Year 24.68% -

SIP Return Analysis

Scheme Name HDFC Balanced Advantage Fund - Growth Plan 360 ONE Balanced Hybrid Fund Regular - Growth
6 Month 6.98% 5.31%
1 Year 10.71% 8.39%
3 Year 19.39% -
5 Year 21.05% -

Rolling Lumpsum Returns

Scheme Name HDFC Balanced Advantage Fund - Growth Plan 360 ONE Balanced Hybrid Fund Regular - Growth
1 Year 17.82% 12.57%
3 Year 16.09% -
5 Year 15.02% -

Risk Management

Scheme Name HDFC Balanced Advantage Fund - Growth Plan 360 ONE Balanced Hybrid Fund Regular - Growth
Standard Deviation 9.74% -
Sharp 1.40% -
Beta - -
Alpha - -

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Fund Managers

Scheme Name HDFC Balanced Advantage Fund - Growth Plan 360 ONE Balanced Hybrid Fund Regular - Growth
Name Anil Bamboli Milan Mody
Total AUM ₹135442 Cr ₹1997 Cr
Funds Managed 12 3
HDFC Balanced Advantage Fund - Growth Plan 360 ONE Balanced Hybrid Fund Regular - Growth

Market Cap

Scheme Name

HDFC Balanced Advantage Fund - Growth Plan

360 ONE Balanced Hybrid Fund Regular - Growth

Others 33.94 60.48
Large Cap 53.07 22.09
Small Cap 6 10.24
Mid Cap 6.99 7.19

Sector Allocation

Scheme Name

HDFC Balanced Advantage Fund - Growth Plan

360 ONE Balanced Hybrid Fund Regular - Growth

Others 31.77 56.45
Communication Services 3.4 3.24
Basic Materials 2 1.68
Energy 7.39 2.31
Technology 6.23 5.75
Industrials 8.65 7.87
Consumer Defensive 2.71 0
Financial Services 22.31 12.8
Consumer Cyclical 5.51 6.71
Real Estate 1.45 -
Healthcare 4.16 2.86
Utilities 4.41 0.33

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