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)	₹860 Cr	₹1555 Cr
Min Investment	₹1000	₹5000
Min SIP Invesment	₹1000	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	25 Sep 2023	07 Feb 2011
Category	Balanced Hybrid	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	1.11%	1.03%
6 Month	5.12%	4.36%
1 Year	4.4%	4.41%
3 Year	-	13.29%
5 Year	-	11.17%

Scheme Name	360 ONE Balanced Hybrid Fund Regular - Growth	HSBC Balanced Advantage Fund - Regular Growth
6 Month	4.46%	4.29%
1 Year	7.68%	6.43%
3 Year	-	11.97%
5 Year	-	10.77%

Scheme Name	360 ONE Balanced Hybrid Fund Regular - Growth	HSBC Balanced Advantage Fund - Regular Growth
1 Year	12.57%	8.49%
3 Year	-	9.16%
5 Year	-	9.69%

Scheme Name	360 ONE Balanced Hybrid Fund Regular - Growth	HSBC Balanced Advantage Fund - Regular Growth
Standard Deviation	-	6.75%
Sharp	-	0.96%
Beta	-	-
Alpha	-	-

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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	60.48	34.92
Large Cap	22.09	45.9
Mid Cap	7.19	9.45
Small Cap	10.24	9.74

Scheme Name	360 ONE Balanced Hybrid Fund Regular - Growth	HSBC Balanced Advantage Fund - Regular Growth
Others	56.45	33.24
Energy	2.31	1.86
Technology	5.75	6.83
Industrials	7.87	4.12
Financial Services	12.8	28.57
Healthcare	2.86	7.6
Consumer Cyclical	6.71	5.83
Communication Services	3.24	-
Basic Materials	1.68	1.19
Consumer Defensive	0	4.97
Utilities	0.33	3.76
Real Estate	-	2.03