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)	₹107971 Cr	₹856 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

Scheme Name	HDFC Balanced Advantage Fund Regular Growth	360 ONE Balanced Hybrid Fund Regular - Growth
1 Month	-0.4%	-0.93%
6 Month	1.86%	-0.39%
1 Year	8.84%	4.71%
3 Year	17.61%	-
5 Year	18.21%	-

Scheme Name	HDFC Balanced Advantage Fund Regular Growth	360 ONE Balanced Hybrid Fund Regular - Growth
6 Month	1.55%	-0.25%
1 Year	8.44%	3.43%
3 Year	12.78%	-
5 Year	16.13%	-

Scheme Name	HDFC Balanced Advantage Fund Regular Growth	360 ONE Balanced Hybrid Fund Regular - Growth
1 Year	17.26%	8.36%
3 Year	16.35%	-
5 Year	15.12%	-

Scheme Name	HDFC Balanced Advantage Fund Regular Growth	360 ONE Balanced Hybrid Fund Regular - Growth
Standard Deviation	9.4%	-
Sharp	1.31%	-
Beta	1.13%	-
Alpha	5.43%	-

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

Scheme Name	HDFC Balanced Advantage Fund Regular Growth	360 ONE Balanced Hybrid Fund Regular - Growth
Others	33.92	58.48
Large Cap	53.76	25.08
Small Cap	5.26	6.91
Mid Cap	7.06	9.55

Scheme Name	HDFC Balanced Advantage Fund Regular Growth	360 ONE Balanced Hybrid Fund Regular - Growth
Others	29.67	58.48
Communication Services	3.62	-
Energy	7.59	-
Technology	6.11	-
Industrials	7.82	-
Financial Services	23.67	-
Basic Materials	2.16	-
Consumer Cyclical	6.89	-
Consumer Defensive	2.53	-
Healthcare	4.18	-
Real Estate	1.83	-
Utilities	3.93	-
Petroleum Products	-	1.03
IT - Software	-	2.56
Construction	-	2.18
Finance	-	5.55
Minerals & Mining	-	0.64
Pharmaceuticals & Biotechnology	-	1.45
Banks	-	5.94
Leisure Services	-	0.8
Aerospace & Defense	-	0.94
Electrical Equipment	-	4.34
Auto Components	-	1.32
Oil	-	0.85
Telecom - Services	-	2.62
Automobiles	-	0.94
Diversified Metals	-	0.95
Gas	-	0.48
Fertilizers & Agrochemicals	-	0.43
Consumer Durables	-	2.35
Commercial Services & Supplies	-	0.32
Industrial Products	-	1.3
Healthcare Services	-	0.52
Transport Services	-	1.17
Capital Markets	-	1.01
Retailing	-	1.62
Ferrous Metals	-	0.23