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

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360 ONE Balanced Hybrid Fund Regular - Growth

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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)	₹872 Cr	₹1555 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

Scheme Name	360 ONE Balanced Hybrid Fund Regular - Growth	HSBC Balanced Advantage Fund - Regular Growth
1 Month	-0.77%	0.47%
6 Month	5.07%	4.92%
1 Year	2.42%	3%
3 Year	-	12.36%
5 Year	-	10.53%

Scheme Name	360 ONE Balanced Hybrid Fund Regular - Growth	HSBC Balanced Advantage Fund - Regular Growth
6 Month	3.3%	3.59%
1 Year	6.69%	6.29%
3 Year	-	11.9%
5 Year	-	10.78%

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%

Scheme Name	360 ONE Balanced Hybrid Fund Regular - Growth	HSBC Balanced Advantage Fund - Regular Growth
Standard Deviation	-	6.75%
Sharp	-	0.96%
Beta	-	-
Alpha	-	-

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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

Scheme Name	360 ONE Balanced Hybrid Fund Regular - Growth	HSBC Balanced Advantage Fund - Regular Growth
Others	59.05	34.11
Large Cap	22.96	48.59
Mid Cap	7.45	7.69
Small Cap	10.54	9.61

Scheme Name	360 ONE Balanced Hybrid Fund Regular - Growth	HSBC Balanced Advantage Fund - Regular Growth
Others	54.94	32.29
Energy	2.35	1.93
Technology	5.91	6.41
Industrials	8.07	4.76
Financial Services	13.25	27.06
Healthcare	3.35	7.85
Consumer Cyclical	6.98	5.76
Communication Services	3.4	-
Basic Materials	1.42	1.27
Utilities	0.33	3.78
Consumer Defensive	-	6.81
Real Estate	-	2.09