360 ONE Balanced Hybrid Fund Regular vs HDFC Balanced Advantage Fund compare
HDFC Balanced Advantage Fund - Growth Plan
360 ONE Balanced Hybrid Fund Regular - Growth
Chart Comparison
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 | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Top Comparisons
Aditya Birla Sun Life Income Fund - Growth - Regular Plan
3Y Returns6.36%
UTI Medium to Long Duration Fund- Regular Plan - Growth
3Y Returns9.23%
Invesco India Liquid Fund - Bonus Option
3Y Returns6.41%
DSP Liquidity Fund - Regular Plan - Growth
3Y Returns6.71%
ITI Multi Cap Fund Regular - Growth
3Y Returns17.26%
LIC MF Multi Cap Fund Regular - Growth
3Y Returns0%
UTI Banking & PSU Fund- Regular Plan - Growth Option
3Y Returns8.62%
Sundaram Banking and PSU Debt Fund Regular Plan - Growth
3Y Returns6.37%