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) | ₹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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