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) ₹89878 Cr ₹707 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 01 Feb 1994 06 Sep 2023
Category Dynamic Asset Allocation Dynamic Asset Allocation
Fund Type Open Ended Open-ended
Benchmark NIFTY 50 Hybrid Composite debt 50:50 Index BSE India Bond Index
Turn Over 21.38% %
Expense Ratio 1.36 2.01
Manager Anil Bamboli Milan Mody
ISIN Code INF179K01830 INF579M01AV5
Exits Load Exit Load for units in excess of 15% of the investment,1% will be charged for redemption within 1 year./365 Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365

Trailing Lumpsum Returns

Scheme Name HDFC Balanced Advantage Fund - Growth Plan 360 ONE Balanced Hybrid Fund Regular - Growth
1 Month -3.27% -2.24%
6 Month 4.24% 6.27%
1 Year 24.88% 20.09%
3 Year 20.5% -
5 Year 19.6% -

SIP Return Analysis

Scheme Name HDFC Balanced Advantage Fund - Growth Plan 360 ONE Balanced Hybrid Fund Regular - Growth
6 Month - -
1 Year 16.47% 16.38%
3 Year 24.5% -
5 Year 24.5% -

Rolling Lumpsum Returns

Scheme Name HDFC Balanced Advantage Fund - Growth Plan 360 ONE Balanced Hybrid Fund Regular - Growth
1 Year 18.18% 23.82%
3 Year 15.79% -
5 Year 14.82% -

Risk Management

Scheme Name HDFC Balanced Advantage Fund - Growth Plan 360 ONE Balanced Hybrid Fund Regular - Growth
Standard Deviation 9.4% -
Sharp 1.72% -
Beta 0.99% -
Alpha 11.94% -

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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
Fund Manage 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 34.85 53.02
Large Cap 51.6 23.29
Small Cap 7.44 11.41
Mid Cap 6.11 12.27

Sector Allocation

Scheme Name

HDFC Balanced Advantage Fund - Growth Plan

360 ONE Balanced Hybrid Fund Regular - Growth

Others 33.27 2.7
Telecom - Services 2.17 -
Petroleum Products 4.65 -
Electrical Equipment 0.62 -
IT - Software 4.11 -
Pharmaceuticals & Biotechnology 3.16 -
Industrial Manufacturing 1.87 -
Cement & Cement Products 0.13 -
Transport Services 0.15 -
Construction 4.33 6.34
Finance 4.33 -
Ferrous Metals 0.26 -
Consumer Durables 0.45 -
Banks 16.75 -
Diversified FMCG 2.39 -
Non - Ferrous Metals 0.12 -
Realty 1.28 -
Agricultural, Commercial & Construction Vehicles 0.69 -
Leisure Services 0.06 -
Automobiles 2.62 -
Aerospace & Defense 2.96 -
Power 4.33 -
Insurance 0.8 -
Personal Products 0.01 -
Gas 1 -
Entertainment 0.15 -
Agricultural Food & other Products 0.01 -
Diversified Metals 0.28 -
Oil 0.39 -
Food Products 0.12 -
Chemicals & Petrochemicals 0.2 -
Capital Markets 0.08 -
Metals & Minerals Trading 0.09 -
Healthcare Services 0.17 -
Auto Components 0.97 -
Industrial Products 0.27 -
Transport Infrastructure 0.96 -
Consumable Fuels 3.64 -
Financial Technology (Fintech) 0.04 -
Fertilizers & Agrochemicals 0.09 -
Retailing 0.03 -
Sovereign - 12.71
Technology - 4.4
Financial - 36.71
Metals & Mining - 2.15
Healthcare - 2.6
Automobile - 5.31
Capital Goods - 9.63
Communication - 5.03
Services - 4.52
Energy - 5.28
Chemicals - 0.94
Consumer Discretionary - 0.59
Consumer Staples - 0.52
Materials - 0.56

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