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

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tortoise-icon 360 ONE Balanced Hybrid Fund Regular - Growth

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tortoise-icon 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) ₹843 Cr ₹1504 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 25 Sep 2023 07 Feb 2011
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 % 49%
Expense Ratio 1.96 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

Trailing Lumpsum Returns

Scheme Name 360 ONE Balanced Hybrid Fund Regular - Growth HSBC Balanced Advantage Fund - Regular Growth
1 Month 1.01% 1.46%
6 Month 3.08% 5.73%
1 Year 16.51% 15.73%
3 Year - 11.72%
5 Year - 11.02%

SIP Return Analysis

Scheme Name 360 ONE Balanced Hybrid Fund Regular - Growth HSBC Balanced Advantage Fund - Regular Growth
6 Month - -
1 Year 13.23% 13.76%
3 Year - 15.45%
5 Year - 12.97%

Rolling Lumpsum Returns

Scheme Name 360 ONE Balanced Hybrid Fund Regular - Growth HSBC Balanced Advantage Fund - Regular Growth
1 Year 23.82% 8.47%
3 Year - 8.89%
5 Year - 8.9%

Risk Management

Scheme Name 360 ONE Balanced Hybrid Fund Regular - Growth HSBC Balanced Advantage Fund - Regular Growth
Standard Deviation - 5.55%
Sharp - 0.82%
Beta - 0.73%
Alpha - 1.73%

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Fund Managers

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
Fund Manage 3 9
360 ONE Balanced Hybrid Fund Regular - Growth HSBC Balanced Advantage Fund - Regular Growth

Market Cap

Scheme Name

360 ONE Balanced Hybrid Fund Regular - Growth

HSBC Balanced Advantage Fund - Regular Growth

Others 53.02 33.62
Large Cap 23.29 30.99
Small Cap 11.41 16.44
Mid Cap 12.27 18.95

Sector Allocation

Scheme Name

360 ONE Balanced Hybrid Fund Regular - Growth

HSBC Balanced Advantage Fund - Regular Growth

Others 2.7 2.29
Sovereign 12.71 11.69
Technology 4.4 3.94
Construction 6.34 6.93
Financial 36.71 33.15
Metals & Mining 2.15 0.97
Healthcare 2.6 7.24
Automobile 5.31 1.22
Capital Goods 9.63 4.76
Communication 5.03 2.74
Services 4.52 7.59
Energy 5.28 6.84
Chemicals 0.94 1.32
Consumer Discretionary 0.59 1.12
Consumer Staples 0.52 4.63
Materials 0.56 3.09
Textiles - 0.48

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