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

HDFC Balanced Advantage Fund - Growth Plan

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360 ONE Balanced Hybrid Fund Regular - Growth

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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)	₹94866 Cr	₹843 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	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	21.38%	%
Expense Ratio	1.35	1.96
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

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	360 ONE Balanced Hybrid Fund Regular - Growth
1 Month	1.09%	1.64%
6 Month	1.89%	3.68%
1 Year	17.75%	17.08%
3 Year	22.12%	-
5 Year	19.89%	-

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	360 ONE Balanced Hybrid Fund Regular - Growth
6 Month	-	-
1 Year	10.12%	13.23%
3 Year	22.88%	-
5 Year	23.82%	-

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%	-

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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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

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	360 ONE Balanced Hybrid Fund Regular - Growth
Others	46.37	53.02
Large Cap	54.24	23.29
Small Cap	7.04	11.41
Mid Cap	6.84	12.27

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	360 ONE Balanced Hybrid Fund Regular - Growth
Others	46.37	2.7
Telecom - Services	2.55	-
Petroleum Products	4.95	-
Electrical Equipment	0.68	-
IT - Software	4.29	-
Pharmaceuticals & Biotechnology	4.04	-
Industrial Manufacturing	1.49	-
Cement & Cement Products	0.19	-
Transport Services	0.53	-
Construction	4.24	6.34
Finance	4.25	-
Ferrous Metals	0.49	-
Consumer Durables	0.31	-
Banks	18.34	-
Diversified FMCG	2.77	-
Non - Ferrous Metals	0.12	-
Realty	1.36	-
Agricultural, Commercial & Construction Vehicles	0.65	-
Leisure Services	0.06	-
Automobiles	3.27	-
Aerospace & Defense	1.44	-
Power	4.23	-
Insurance	0.84	-
Personal Products	0.01	-
Gas	0.78	-
Agricultural Food & other Products	0.04	-
Diversified Metals	0.02	-
Oil	0.26	-
Food Products	0.08	-
Entertainment	0.11	-
Industrial Products	0.34	-
Auto Components	0.88	-
Chemicals & Petrochemicals	0.37	-
Capital Markets	0.1	-
Metals & Minerals Trading	0.1	-
Healthcare Services	0.23	-
Transport Infrastructure	0.87	-
Consumable Fuels	2.66	-
Financial Technology (Fintech)	0.05	-
Minerals & Mining	0.01	-
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