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

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HDFC Balanced Advantage Fund - Growth Plan

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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 - 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

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	360 ONE Balanced Hybrid Fund Regular - Growth
1 Month	-0.08%	0.14%
6 Month	6.3%	4.57%
1 Year	3.38%	4.27%
3 Year	21.88%	-
5 Year	24.45%	-

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	360 ONE Balanced Hybrid Fund Regular - Growth
6 Month	5.63%	4.46%
1 Year	9.21%	7.68%
3 Year	18.02%	-
5 Year	20.07%	-

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%	-

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	360 ONE Balanced Hybrid Fund Regular - Growth
Standard Deviation	9.41%	-
Sharp	1.60%	-
Beta	-	-
Alpha	-	-

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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

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

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