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) | ₹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 |
Trailing Lumpsum Returns
Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | 360 ONE Balanced Hybrid Fund Regular - Growth |
---|---|---|
1 Month | 1.82% | 1.11% |
6 Month | 4.2% | 2.51% |
1 Year | 4.89% | 4.38% |
3 Year | 23.01% | - |
5 Year | 24.68% | - |
SIP Return Analysis
Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | 360 ONE Balanced Hybrid Fund Regular - Growth |
---|---|---|
6 Month | 6.98% | 5.31% |
1 Year | 10.71% | 8.39% |
3 Year | 19.39% | - |
5 Year | 21.05% | - |
Rolling Lumpsum Returns
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% | - |
Risk Management
Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | 360 ONE Balanced Hybrid Fund Regular - Growth |
---|---|---|
Standard Deviation | 9.74% | - |
Sharp | 1.40% | - |
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 | 33.94 | 60.48 |
Large Cap | 53.07 | 22.09 |
Small Cap | 6 | 10.24 |
Mid Cap | 6.99 | 7.19 |
Sector Allocation
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 |
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