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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 Moderately High
Asset Size (Cr) ₹853 Cr ₹1554 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 1.54% 0.89%
6 Month 7.95% 8.78%
1 Year 2.29% 2.12%
3 Year - 11.45%
5 Year - 10.17%

SIP Return Analysis

Scheme Name 360 ONE Balanced Hybrid Fund Regular - Growth HSBC Balanced Advantage Fund - Regular Growth
6 Month 2.1% 2.06%
1 Year 7.23% 6.93%
3 Year - 11.09%
5 Year - 10.35%

Rolling Lumpsum Returns

Scheme Name 360 ONE Balanced Hybrid Fund Regular - Growth HSBC Balanced Advantage Fund - Regular Growth
1 Year 10.71% 8.43%
3 Year - 9.25%
5 Year - 9.81%

Risk Management

Scheme Name 360 ONE Balanced Hybrid Fund Regular - Growth HSBC Balanced Advantage Fund - Regular Growth
Standard Deviation - 6.70%
Sharp - 0.67%
Beta - -
Alpha - -

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 61.68 35.79
Large Cap 22.15 46.49
Mid Cap 7.47 7.4
Small Cap 8.7 10.31

Sector Allocation

Scheme Name

360 ONE Balanced Hybrid Fund Regular - Growth

HSBC Balanced Advantage Fund - Regular Growth

Others 58.09 33.54
Energy 2.12 1.77
Technology 5.11 6.52
Industrials 8.94 5.02
Financial Services 11.1 25.75
Healthcare 3.02 7.88
Consumer Cyclical 7.25 5.96
Communication Services 2.77 -
Basic Materials 1.26 1.04
Utilities 0.34 3.7
Consumer Defensive - 6.89
Real Estate - 1.94

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