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

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tortoise-icon HDFC Balanced Advantage Fund - Growth Plan

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tortoise-icon 360 ONE Balanced Hybrid Fund Regular - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name HDFC Balanced Advantage Fund - Growth Plan 360 ONE Balanced Hybrid Fund Regular - Growth
Fund HDFC Balanced Advantage Fund - Growth Plan 360 ONE Balanced Hybrid Fund Regular - Growth
Investment Plan Growth Growth
Level of Risk Very High High
Asset Size (Cr) ₹94251 Cr ₹840 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 11 Sep 2000 25 Sep 2023
Category Dynamic Asset Allocation Balanced Hybrid
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 21.38% %
Expense Ratio 1.35 1.94
Manager Anil Bamboli Milan Mody
ISIN Code INF179K01830 INF579M01AV5
Exits Load HDFC Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 360 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

Trailing Lumpsum Returns

Scheme Name HDFC Balanced Advantage Fund - Growth Plan 360 ONE Balanced Hybrid Fund Regular - Growth
1 Month 4.83% 2.6%
6 Month -5.19% -3.98%
1 Year 8.6% 10.31%
3 Year 19.83% -
5 Year 27% -

SIP Return Analysis

Scheme Name HDFC Balanced Advantage Fund - Growth Plan 360 ONE Balanced Hybrid Fund Regular - Growth
6 Month -1.26% -1.55%
1 Year -2.02% -0.67%
3 Year 17.92% -
5 Year 20.87% -

Rolling Lumpsum Returns

Scheme Name HDFC Balanced Advantage Fund - Growth Plan 360 ONE Balanced Hybrid Fund Regular - Growth
1 Year 18.17% 19.96%
3 Year 15.89% -
5 Year 14.91% -

Risk Management

Scheme Name HDFC Balanced Advantage Fund - Growth Plan 360 ONE Balanced Hybrid Fund Regular - Growth
Standard Deviation 9.701% -
Sharp 1.207% -
Beta - -
Alpha - -

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Fund Managers

Scheme Name HDFC Balanced Advantage Fund - Growth Plan 360 ONE Balanced Hybrid Fund Regular - Growth
Name Anil Bamboli Milan Mody
Total AUM ₹135442 Cr ₹1997 Cr
Funds Managed 12 3
HDFC Balanced Advantage Fund - Growth Plan 360 ONE Balanced Hybrid Fund Regular - Growth

Market Cap

Scheme Name

HDFC Balanced Advantage Fund - Growth Plan

360 ONE Balanced Hybrid Fund Regular - Growth

Others 45.54 60.32
Large Cap 52.58 19.84
Small Cap 6.1 10.17
Mid Cap 6.45 9.67

Sector Allocation

Scheme Name

HDFC Balanced Advantage Fund - Growth Plan

360 ONE Balanced Hybrid Fund Regular - Growth

Others 43.92 60.32
Communication Services 2.71 2.94
Energy 7.4 -
Technology 5.37 6.34
Industrials 8.87 5.26
Basic Materials 2 1.67
Financial Services 22.36 11.74
Consumer Cyclical 5.5 7.1
Consumer Defensive 2.65 0.64
Real Estate 1.44 -
Healthcare 4.17 3.55
Utilities 4.3 0.44

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