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

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360 ONE Balanced Hybrid Fund Regular - Growth

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HSBC Balanced Advantage Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	360 ONE Balanced Hybrid Fund Regular - Growth	HSBC Balanced Advantage Fund - Regular Growth
Fund	360 ONE Balanced Hybrid Fund Regular - Growth	HSBC Balanced Advantage Fund - Regular Growth
Investment Plan	Growth	Growth
Level of Risk	High	Moderately High
Asset Size (Cr)	₹856 Cr	₹1591 Cr
Min Investment	₹1000	₹5000
Min SIP Invesment	₹1000	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	25 Sep 2023	07 Feb 2011
Category	Aggressive	Dynamic Asset Allocation
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	%	49%
Expense Ratio	1.94	2.11
Manager	Milan Mody	Mahesh A Chhabria
ISIN Code	INF579M01AV5	INF917K01KY4
Exits Load	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	HSBC Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	360 ONE Balanced Hybrid Fund Regular - Growth	HSBC Balanced Advantage Fund - Regular Growth
1 Month	-1%	-0.47%
6 Month	-0.45%	0.93%
1 Year	5.4%	5.54%
3 Year	-	11.49%
5 Year	-	8.59%

Scheme Name	360 ONE Balanced Hybrid Fund Regular - Growth	HSBC Balanced Advantage Fund - Regular Growth
6 Month	-0.25%	0.31%
1 Year	3.43%	5.2%
3 Year	-	8.61%
5 Year	-	9.26%

Scheme Name	360 ONE Balanced Hybrid Fund Regular - Growth	HSBC Balanced Advantage Fund - Regular Growth
1 Year	8.36%	8.17%
3 Year	-	9.52%
5 Year	-	9.9%

Scheme Name	360 ONE Balanced Hybrid Fund Regular - Growth	HSBC Balanced Advantage Fund - Regular Growth
Standard Deviation	-	5.55%
Sharp	-	0.88%
Beta	-	0.83%
Alpha	-	1.45%

Scheme Name	360 ONE Balanced Hybrid Fund Regular - Growth	HSBC Balanced Advantage Fund - Regular Growth
Name	Milan Mody	Mahesh A Chhabria
Total AUM	₹1997 Cr	₹15021 Cr
Funds Managed	3	9
	360 ONE Balanced Hybrid Fund Regular - Growth	HSBC Balanced Advantage Fund - Regular Growth

Scheme Name	360 ONE Balanced Hybrid Fund Regular - Growth	HSBC Balanced Advantage Fund - Regular Growth
Others	58.48	35.88
Large Cap	25.08	46.2
Mid Cap	9.55	7.97
Small Cap	6.91	9.95

Scheme Name	360 ONE Balanced Hybrid Fund Regular - Growth	HSBC Balanced Advantage Fund - Regular Growth
Others	58.48	31.43
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	-
Energy	-	2.15
Technology	-	5.6
Consumer Defensive	-	7.21
Consumer Cyclical	-	6.47
Industrials	-	7.23
Financial Services	-	26.84
Healthcare	-	7.21
Basic Materials	-	1.03
Utilities	-	3.16
Real Estate	-	1.68