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360 ONE Balanced Hybrid Fund Regular vs HDFC Balanced Advantage Fund compare
HDFC Balanced Advantage Fund Regular Growth
360 ONE Balanced Hybrid Fund Regular - Growth
Chart Comparison
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) | ₹101773 Cr | ₹865 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 Regular Growth | 360 ONE Balanced Hybrid Fund Regular - Growth |
|---|---|---|
| 1 Month | -0.48% | -0.5% |
| 6 Month | 8% | 5.95% |
| 1 Year | 1.94% | 3.15% |
| 3 Year | 19.02% | - |
| 5 Year | 22.62% | - |
SIP Return Analysis
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | 360 ONE Balanced Hybrid Fund Regular - Growth |
|---|---|---|
| 6 Month | 1.99% | 1.63% |
| 1 Year | 5.11% | 4.05% |
| 3 Year | 15.58% | - |
| 5 Year | 18.5% | - |
Rolling Lumpsum Returns
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | 360 ONE Balanced Hybrid Fund Regular - Growth |
|---|---|---|
| 1 Year | 17.49% | 10.71% |
| 3 Year | 16.2% | - |
| 5 Year | 15.09% | - |
Risk Management
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | 360 ONE Balanced Hybrid Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 9.16% | - |
| Sharp | 1.34% | - |
| Beta | - | - |
| Alpha | - | - |
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 | 35.76 | 61.5 |
| Large Cap | 51.34 | 21.4 |
| Small Cap | 5.79 | 9.12 |
| Mid Cap | 7.11 | 7.98 |
Sector Allocation
| Scheme Name |
HDFC Balanced Advantage Fund Regular Growth |
360 ONE Balanced Hybrid Fund Regular - Growth |
|---|---|---|
| Others | 33.05 | 57.92 |
| Communication Services | 3.53 | 3.01 |
| Energy | 6.92 | 2.03 |
| Technology | 5.83 | 5.27 |
| Industrials | 8.06 | 8.85 |
| Consumer Defensive | 2.72 | - |
| Financial Services | 21.59 | 11.11 |
| Basic Materials | 2.04 | 1.3 |
| Consumer Cyclical | 6.36 | 7.26 |
| Real Estate | 1.5 | - |
| Healthcare | 4.2 | 2.93 |
| Utilities | 4.21 | 0.33 |
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