COMPARE
360 ONE Balanced Hybrid Fund- Direct Plan - Growth vs WhiteOak Capital Balanced Hybrid Fund Direct Plan Growth
360 ONE Balanced Hybrid Fund- and WhiteOak Capital Balanced Hybrid Fund are both in the Balanced Hybrid Fund category, from 360 ONE Asset Management Limited and WhiteOak Capital Asset Management Limited respectively. 360 ONE Balanced Hybrid Fund- has the lower expense ratio. See the full table and FAQ below for the complete real-data comparison.
Basics
360 ONE Balanced Hybrid Fund- has the lower direct-plan expense ratio, by 0.09 percentage points.
| 360 ONE Balanced Hybrid Fund- Direct Plan - Growth | WhiteOak Capital Balanced Hybrid Fund Direct Plan Growth | |
|---|---|---|
| Category | Balanced Hybrid Fund | Balanced Hybrid Fund |
| AMC | 360 ONE Asset Management Limited | WhiteOak Capital Asset Management Limited |
| Benchmark | NIFTY 50 Hybrid Composite Debt 50:50 Index | CRISIL Hybrid 50+50 - Moderate Index |
| NAV | ₹13.3497 (2026-10-28) | ₹13.529 (2026-10-28) |
| AUM | ₹647.01 Cr | ₹291.47 Cr |
| Expense Ratio (Direct) | 0.62% | 0.71% |
| Inception | 2023-09-04 | 2023-10-05 |
Returns
Risk Metrics
WhiteOak Capital Balanced Hybrid Fund has been the more volatile of the two by standard deviation.
| 360 ONE Balanced Hybrid Fund- Direct Plan - Growth | WhiteOak Capital Balanced Hybrid Fund Direct Plan Growth | |
|---|---|---|
| 3Y Sharpe Ratio | 0.34 | 0.39 |
| 3Y Alpha | 0.0628% | 0.3388% |
| 3Y Std Deviation | 7.1026% | 7.6731% |
| 3Y Calmar Ratio | 1.43 | 1.20 |
Portfolio Analytics
WhiteOak Capital Balanced Hybrid Fund carries the higher portfolio YTM.
| 360 ONE Balanced Hybrid Fund- Direct Plan - Growth | WhiteOak Capital Balanced Hybrid Fund Direct Plan Growth | |
|---|---|---|
| P/E Ratio | 27.1927 | 25.4202 |
| P/B Ratio | 6.656 | - |
| Dividend Yield | 0.8552% | 0.9301% |
| Active Share | - | - |
| Portfolio Turnover | - | 88% |
| YTM | 7.8697% | 7.8948% |
| Duration (Macaulay) | 2.47 yrs | 2.7 yrs |
Punji Fund Health Score
WhiteOak Capital Balanced Hybrid Fund has the stronger Punji Quality grade of the two.
Frequently asked questions
Which has a lower expense ratio, 360 ONE Balanced Hybrid Fund- or WhiteOak Capital Balanced Hybrid Fund?
360 ONE Balanced Hybrid Fund-'s direct-plan expense ratio is 0.09 percentage points lower than WhiteOak Capital Balanced Hybrid Fund's. Over long holding periods, a persistent expense-ratio gap compounds into a materially different final corpus even if the two funds' gross returns are similar - it's one of the few fund attributes you can compare with total certainty upfront, unlike future returns, since the fee is contractually fixed rather than a historical estimate.
Which fund carries more risk, 360 ONE Balanced Hybrid Fund- or WhiteOak Capital Balanced Hybrid Fund?
By standard deviation (a measure of how much a fund's returns swing around its own average), WhiteOak Capital Balanced Hybrid Fund has been more volatile than 360 ONE Balanced Hybrid Fund- over the trailing window. Standard deviation captures total volatility in both directions - up and down - so a higher figure means bigger swings generally, not necessarily bigger losses specifically. Sharpe ratio (0.34 for 360 ONE Balanced Hybrid Fund- vs 0.39 for WhiteOak Capital Balanced Hybrid Fund) is a better single measure of risk-adjusted return, since it weighs the return earned per unit of volatility taken rather than volatility alone.
Which has higher AUM, 360 ONE Balanced Hybrid Fund- or WhiteOak Capital Balanced Hybrid Fund?
360 ONE Balanced Hybrid Fund- has ₹647 Cr in assets under management, versus ₹291 Cr for WhiteOak Capital Balanced Hybrid Fund. A larger AUM generally means deeper liquidity and lower per-unit fixed costs for the AMC to spread across investors, but an AUM that's very large relative to a fund's category and strategy (especially in small/mid cap categories, where the investable universe is smaller) can also make it harder for a manager to enter and exit positions without moving the price - bigger isn't automatically better, especially for less liquid categories.
Which has a higher yield to maturity (YTM), 360 ONE Balanced Hybrid Fund- or WhiteOak Capital Balanced Hybrid Fund?
WhiteOak Capital Balanced Hybrid Fund's portfolio YTM (7.8948%) is higher than 360 ONE Balanced Hybrid Fund-'s. YTM is the weighted-average return a debt fund's current bond holdings would earn if held to maturity, assuming no defaults and coupons reinvested at the same rate - a useful forward-looking yield estimate for debt funds the way rolling CAGR is for equity funds, though it's an estimate based on today's portfolio, not a guaranteed return, and can move as bonds are bought/sold or as interest rates change.
Which has longer duration (more interest-rate sensitivity), 360 ONE Balanced Hybrid Fund- or WhiteOak Capital Balanced Hybrid Fund?
WhiteOak Capital Balanced Hybrid Fund has the longer Macaulay duration of the two, meaning its NAV is more sensitive to interest-rate changes - a longer-duration debt fund tends to gain more when rates fall and lose more when rates rise, compared to a shorter-duration fund. Duration is expressed in years but isn't literally about how long you hold the fund; it's a measure of price sensitivity to rate moves. If you expect rates to fall, the longer-duration fund benefits more; if you expect rates to rise or want to minimize that swing, the shorter-duration fund is the more conservative pick.
Which fund has a longer track record, 360 ONE Balanced Hybrid Fund- or WhiteOak Capital Balanced Hybrid Fund?
360 ONE Balanced Hybrid Fund- launched on 2023-09-04, making it older than WhiteOak Capital Balanced Hybrid Fund (launched 2023-10-05). A longer track record means more real market cycles (bull runs, corrections, rate cycles) the fund has actually navigated, which is useful context for judging consistency - but it isn't a guarantee of future performance, and a newer fund isn't automatically worse, especially if it's run by an experienced manager or team with a track record at a prior fund.
Data as of 2026-10-29. Source: AMFI disclosures via Punji. Not investment advice.