- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
360 ONE Balanced Hybrid Fund Regular vs HSBC Balanced Advantage Fund compare
360 ONE Balanced Hybrid Fund Regular - Growth
HSBC Balanced Advantage Fund - Regular Growth
Chart Comparison
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) | ₹862 Cr | ₹1588 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 |
Trailing Lumpsum Returns
| Scheme Name | 360 ONE Balanced Hybrid Fund Regular - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Month | 0.76% | 0.41% |
| 6 Month | 3.25% | 3.22% |
| 1 Year | 5.84% | 4.85% |
| 3 Year | - | 11.76% |
| 5 Year | - | 9.78% |
SIP Return Analysis
| Scheme Name | 360 ONE Balanced Hybrid Fund Regular - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.2% | 0.91% |
| 1 Year | 7.48% | 6.68% |
| 3 Year | - | 9.99% |
| 5 Year | - | 9.91% |
Rolling Lumpsum Returns
| Scheme Name | 360 ONE Balanced Hybrid Fund Regular - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 9.79% | 8.25% |
| 3 Year | - | 9.41% |
| 5 Year | - | 9.98% |
Risk Management
| Scheme Name | 360 ONE Balanced Hybrid Fund Regular - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | - | 6.63% |
| Sharp | - | 0.75% |
| Beta | - | 0.84% |
| Alpha | - | 0.73% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
360 ONE Balanced Hybrid Fund Regular - Growth |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 62.19 | 36.32 |
| Large Cap | 22.85 | 45.15 |
| Mid Cap | 7.25 | 8.26 |
| Small Cap | 7.72 | 10.26 |
Sector Allocation
| Scheme Name |
360 ONE Balanced Hybrid Fund Regular - Growth |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 58.16 | 33.52 |
| Energy | 2.31 | 2.19 |
| Technology | 4.85 | 5.22 |
| Industrials | 8.88 | 6.94 |
| Financial Services | 12.59 | 23.39 |
| Healthcare | 2.54 | 7.05 |
| Consumer Cyclical | 6.21 | 7.68 |
| Communication Services | 2.34 | - |
| Utilities | 0.33 | 3.25 |
| Basic Materials | 1.8 | 1.07 |
| Consumer Defensive | - | 7.92 |
| Real Estate | - | 1.78 |
Top Comparisons
Invesco India ELSS Tax Saver Fund - Growth
3Y Returns16.48%
DSP ELSS Tax Saver Fund - Regular Plan - Growth
3Y Returns19.54%
INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
3Y Returns7.02%
Motilal Oswal Ultra Short Term Fund (MOFUSTF)-Regular Plan- Growth
3Y Returns5.78%
HDFC Large Cap Fund - Growth Option - Regular Plan
3Y Returns15.67%
Nippon India Large Cap Fund- Growth Plan Bonus Option
3Y Returns%
Invesco India Smallcap Fund - Regular Plan - Growth
3Y Returns25.3%
UTI Small Cap Fund - Regular Plan - Growth Option
3Y Returns18.44%
