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

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360 ONE Balanced Hybrid Fund Regular - Growth

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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 Risk	Moderately High
Asset Size (Cr)	₹840 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	Balanced Hybrid	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	1.94	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

Scheme Name	360 ONE Balanced Hybrid Fund Regular - Growth	HSBC Balanced Advantage Fund - Regular Growth
1 Month	-1.29%	-1.78%
6 Month	-3.16%	-3.57%
1 Year	10.13%	5.71%
3 Year	-	10.01%
5 Year	-	9.8%

Scheme Name	360 ONE Balanced Hybrid Fund Regular - Growth	HSBC Balanced Advantage Fund - Regular Growth
6 Month	-	-
1 Year	1.55%	-0.84%
3 Year	-	10.59%
5 Year	-	10.15%

Scheme Name	360 ONE Balanced Hybrid Fund Regular - Growth	HSBC Balanced Advantage Fund - Regular Growth
1 Year	19.96%	8.61%
3 Year	-	9.03%
5 Year	-	9.29%

Scheme Name	360 ONE Balanced Hybrid Fund Regular - Growth	HSBC Balanced Advantage Fund - Regular Growth
Standard Deviation	-	6.562%
Sharp	-	0.612%
Beta	-	-
Alpha	-	-

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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

Scheme Name	360 ONE Balanced Hybrid Fund Regular - Growth	HSBC Balanced Advantage Fund - Regular Growth
Others	53.02	52.08
Large Cap	23.29	33.67
Small Cap	11.41	18.76
Mid Cap	12.27	15.24

Scheme Name	360 ONE Balanced Hybrid Fund Regular - Growth	HSBC Balanced Advantage Fund - Regular Growth
Others	2.7	52.08
Sovereign	12.71	-
Technology	4.4	-
Construction	6.34	2.32
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	-
Petroleum Products	-	1.99
IT - Software	-	4.97
Capital Markets	-	3.27
Healthcare Services	-	1.11
Non - Ferrous Metals	-	0.09
Pharmaceuticals & Biotechnology	-	7.17
Banks	-	12.4
Paper, Forest & Jute Products	-	0.74
Fertilizers & Agrochemicals	-	1.15
Realty	-	3.59
Personal Products	-	0.14
Industrial Products	-	4.55
Electrical Equipment	-	1.73
Beverages	-	1.78
Power	-	3.41
Aerospace & Defense	-	0.44
Finance	-	4
Consumer Durables	-	4.71
Chemicals & Petrochemicals	-	0.59
Financial Technology (Fintech)	-	1.72
Automobiles	-	0.76
Retailing	-	1.74
Commercial Services & Supplies	-	0.74
Leisure Services	-	1.77
Auto Components	-	0.79