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

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tortoise-icon 360 ONE Balanced Hybrid Fund Regular - Growth

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tortoise-icon 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 Very High
Asset Size (Cr) ₹707 Cr ₹1446 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 06 Sep 2023 01 Jan 2013
Category Dynamic Asset Allocation Dynamic Asset Allocation
Fund Type Open-ended Open Ended
Benchmark BSE India Bond Index NIFTY 50 Hybrid Composite debt 50:50 Index
Turn Over % 49%
Expense Ratio 2.01 2.12
Manager Milan Mody Mahesh A Chhabria
ISIN Code INF579M01AV5 INF917K01KY4
Exits Load Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365 Exit load of 1% if units in excess of 10% are redeemed or switched-out within 1 year/365

Trailing Lumpsum Returns

Scheme Name 360 ONE Balanced Hybrid Fund Regular - Growth HSBC Balanced Advantage Fund - Regular Growth
1 Month 1.06% 2.05%
6 Month 6.64% 8.53%
1 Year 21.78% 20.28%
3 Year - 11.29%
5 Year - 11.21%

SIP Return Analysis

Scheme Name 360 ONE Balanced Hybrid Fund Regular - Growth HSBC Balanced Advantage Fund - Regular Growth
6 Month - -
1 Year 13.04% 12.2%
3 Year - 14.69%
5 Year - 12.55%

Rolling Lumpsum Returns

Scheme Name 360 ONE Balanced Hybrid Fund Regular - Growth HSBC Balanced Advantage Fund - Regular Growth
1 Year 23.82% 8.47%
3 Year - 8.89%
5 Year - 8.9%

Risk Management

Scheme Name 360 ONE Balanced Hybrid Fund Regular - Growth HSBC Balanced Advantage Fund - Regular Growth
Standard Deviation - 5.55%
Sharp - 0.82%
Beta - 0.73%
Alpha - 1.73%

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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
Fund Manage 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 53.02 33.62
Large Cap 23.29 30.99
Small Cap 11.41 16.44
Mid Cap 12.27 18.95

Sector Allocation

Scheme Name

360 ONE Balanced Hybrid Fund Regular - Growth

HSBC Balanced Advantage Fund - Regular Growth

Others 2.7 2.29
Sovereign 12.71 11.69
Technology 4.4 3.94
Construction 6.34 6.93
Financial 36.71 33.15
Metals & Mining 2.15 0.97
Healthcare 2.6 7.24
Automobile 5.31 1.22
Capital Goods 9.63 4.76
Communication 5.03 2.74
Services 4.52 7.59
Energy 5.28 6.84
Chemicals 0.94 1.32
Consumer Discretionary 0.59 1.12
Consumer Staples 0.52 4.63
Materials 0.56 3.09
Textiles - 0.48

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