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) | ₹840 Cr | ₹1504 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 |
Trailing Lumpsum Returns
Scheme Name | 360 ONE Balanced Hybrid Fund Regular - Growth | HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
1 Month | 1.33% | 1.46% |
6 Month | 0.4% | -1.44% |
1 Year | 6.07% | 7.29% |
3 Year | - | 13.17% |
5 Year | - | 11.63% |
SIP Return Analysis
Scheme Name | 360 ONE Balanced Hybrid Fund Regular - Growth | HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
6 Month | 4.26% | 4.26% |
1 Year | 5.94% | 5.46% |
3 Year | - | 12.07% |
5 Year | - | 10.77% |
Rolling Lumpsum Returns
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% |
Risk Management
Scheme Name | 360 ONE Balanced Hybrid Fund Regular - Growth | HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
Standard Deviation | - | 6.954% |
Sharp | - | 0.453% |
Beta | - | - |
Alpha | - | - |
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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 | 60.32 | 34.98 |
Large Cap | 19.84 | 35.51 |
Mid Cap | 9.67 | 12.01 |
Small Cap | 10.17 | 17.5 |
Sector Allocation
Scheme Name |
360 ONE Balanced Hybrid Fund Regular - Growth |
HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
Others | 60.32 | 34.7 |
Technology | 6.34 | 8.81 |
Industrials | 5.26 | 7.87 |
Financial Services | 11.74 | 21.09 |
Consumer Cyclical | 7.1 | 7.2 |
Healthcare | 3.55 | 6.65 |
Communication Services | 2.94 | - |
Basic Materials | 1.67 | 1.87 |
Consumer Defensive | 0.64 | 2.37 |
Utilities | 0.44 | 3.73 |
Energy | - | 2.98 |
Real Estate | - | 2.71 |
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