360 ONE Balanced Hybrid Fund Regular vs HDFC Balanced Advantage Fund compare
HDFC Balanced Advantage Fund - Growth Plan
360 ONE Balanced Hybrid Fund Regular - Growth
Chart Comparison
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) | ₹94251 Cr | ₹840 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 | 2.59% | 2.18% |
6 Month | 0.05% | 0.01% |
1 Year | 7.77% | 9.35% |
3 Year | 20.09% | - |
5 Year | 25.54% | - |
SIP Return Analysis
Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | 360 ONE Balanced Hybrid Fund Regular - Growth |
---|---|---|
6 Month | 2.19% | 1.51% |
1 Year | 1.49% | 2.24% |
3 Year | 18.39% | - |
5 Year | 20.82% | - |
Rolling Lumpsum Returns
Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | 360 ONE Balanced Hybrid Fund Regular - Growth |
---|---|---|
1 Year | 18.17% | 19.96% |
3 Year | 15.89% | - |
5 Year | 14.91% | - |
Risk Management
Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | 360 ONE Balanced Hybrid Fund Regular - Growth |
---|---|---|
Standard Deviation | 9.701% | - |
Sharp | 1.207% | - |
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 | 45.54 | 60.32 |
Large Cap | 52.58 | 19.84 |
Small Cap | 6.1 | 10.17 |
Mid Cap | 6.45 | 9.67 |
Sector Allocation
Scheme Name |
HDFC Balanced Advantage Fund - Growth Plan |
360 ONE Balanced Hybrid Fund Regular - Growth |
---|---|---|
Others | 43.92 | 60.32 |
Communication Services | 2.71 | 2.94 |
Energy | 7.4 | - |
Technology | 5.37 | 6.34 |
Industrials | 8.87 | 5.26 |
Basic Materials | 2 | 1.67 |
Financial Services | 22.36 | 11.74 |
Consumer Cyclical | 5.5 | 7.1 |
Consumer Defensive | 2.65 | 0.64 |
Real Estate | 1.44 | - |
Healthcare | 4.17 | 3.55 |
Utilities | 4.3 | 0.44 |
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