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

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

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HDFC Balanced Advantage Fund Regular Growth

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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 Regular Growth	360 ONE Balanced Hybrid Fund Regular - Growth
Fund	HDFC Balanced Advantage Fund Regular Growth	360 ONE Balanced Hybrid Fund Regular - Growth
Investment Plan	Growth	Growth
Level of Risk	Average	High
Asset Size (Cr)	₹106494 Cr	₹862 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	Aggressive
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 Regular Growth	360 ONE Balanced Hybrid Fund Regular - Growth
1 Month	2.32%	0.76%
6 Month	5.07%	3.25%
1 Year	8.48%	5.84%
3 Year	18.35%	-
5 Year	22.23%	-

SIP Return Analysis

Scheme Name	HDFC Balanced Advantage Fund Regular Growth	360 ONE Balanced Hybrid Fund Regular - Growth
6 Month	2.82%	1.2%
1 Year	12.24%	7.48%
3 Year	15.27%	-
5 Year	17.67%	-

Rolling Lumpsum Returns

Scheme Name	HDFC Balanced Advantage Fund Regular Growth	360 ONE Balanced Hybrid Fund Regular - Growth
1 Year	17.48%	9.79%
3 Year	16.27%	-
5 Year	15.08%	-

Risk Management

Scheme Name	HDFC Balanced Advantage Fund Regular Growth	360 ONE Balanced Hybrid Fund Regular - Growth
Standard Deviation	8.75%	-
Sharp	1.26%	-
Beta	1.16%	-
Alpha	5.14%	-

Fund Managers

Scheme Name	HDFC Balanced Advantage Fund Regular Growth	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 Regular Growth	360 ONE Balanced Hybrid Fund Regular - Growth

Market Cap

Scheme Name	HDFC Balanced Advantage Fund Regular Growth	360 ONE Balanced Hybrid Fund Regular - Growth
Others	34.5	62.19
Large Cap	52.86	22.85
Small Cap	5.81	7.72
Mid Cap	6.83	7.25

Sector Allocation

Scheme Name	HDFC Balanced Advantage Fund Regular Growth	360 ONE Balanced Hybrid Fund Regular - Growth
Others	31.65	58.16
Communication Services	3.42	2.34
Energy	7.23	2.31
Technology	5.36	4.85
Industrials	7.96	8.88
Consumer Defensive	2.64	-
Financial Services	22.86	12.59
Basic Materials	2.31	1.8
Consumer Cyclical	6.76	6.21
Healthcare	4.04	2.54
Real Estate	1.55	-
Utilities	4.21	0.33

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