360 ONE Balanced Hybrid Fund Regular vs ICICI Prudential Balanced Advantage Fund compare

360 ONE Balanced Hybrid Fund Regular vs ICICI Prudential Balanced Advantage Fund compare

Link copied to clipboard!

ICICI Prudential Balanced Advantage Fund - Growth

Invest Now

360 ONE Balanced Hybrid Fund Regular - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	360 ONE Balanced Hybrid Fund Regular - Growth
Fund	ICICI Prudential Balanced Advantage Fund - Growth	360 ONE Balanced Hybrid Fund Regular - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	High
Asset Size (Cr)	₹68450 Cr	₹862 Cr
Min Investment	₹500	₹1000
Min SIP Invesment	₹500	₹1000
Min Addl Investment	₹100	₹1000
Launch Date	30 Dec 2006	25 Sep 2023
Category	Dynamic Asset Allocation	Aggressive
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Hybrid 50+50 Moderate Index	NIFTY 50 Hybrid Composite debt 50:50 Index
Turn Over	16%	%
Expense Ratio	1.44	1.94
Manager	Sharmila D'mello	Milan Mody
ISIN Code	INF109K01BH2	INF579M01AV5
Exits Load	ICICI Prudential 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

Trailing Lumpsum Returns

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	360 ONE Balanced Hybrid Fund Regular - Growth
1 Month	1.32%	0.76%
6 Month	6.06%	3.25%
1 Year	11.19%	5.84%
3 Year	13.3%	-
5 Year	13.57%	-

SIP Return Analysis

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	360 ONE Balanced Hybrid Fund Regular - Growth
6 Month	2.75%	1.2%
1 Year	13.81%	7.48%
3 Year	13.17%	-
5 Year	12.73%	-

Rolling Lumpsum Returns

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	360 ONE Balanced Hybrid Fund Regular - Growth
1 Year	10.81%	9.79%
3 Year	11.93%	-
5 Year	12.58%	-

Risk Management

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	360 ONE Balanced Hybrid Fund Regular - Growth
Standard Deviation	5.46%	-
Sharp	1.12%	-
Beta	0.76%	-
Alpha	2.27%	-

Fund Managers

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	360 ONE Balanced Hybrid Fund Regular - Growth
Name	Sharmila D'mello	Milan Mody
Total AUM	₹354743 Cr	₹1997 Cr
Funds Managed	35	3
	ICICI Prudential Balanced Advantage Fund - Growth	360 ONE Balanced Hybrid Fund Regular - Growth

Market Cap

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	360 ONE Balanced Hybrid Fund Regular - Growth
Others	34.29	62.19
Large Cap	59.24	22.85
Small Cap	1.37	7.72
Mid Cap	5.09	7.25

Sector Allocation

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	360 ONE Balanced Hybrid Fund Regular - Growth
Others	28.53	58.16
Communication Services	3.16	2.34
Energy	4.24	2.31
Technology	6.89	4.85
Industrials	6.33	8.88
Financial Services	18.73	12.59
Basic Materials	4.32	1.8
Consumer Defensive	4.67	-
Real Estate	4.67	-
Healthcare	2.69	2.54
Consumer Cyclical	14.07	6.21
Utilities	1.71	0.33

Top Comparisons

Bandhan Banking & PSU Fund - Regular Growth

3Y Returns7.27%

VS

Sundaram Banking and PSU Fund - Regular Plan - Growth

3Y Returns7.61%

Compare Now

Bandhan Large & Mid Cap Fund - Regular Plan - Growth

3Y Returns23.72%

VS

DSP Large & Mid Cap Fund - Regular Growth

3Y Returns19.99%

Compare Now

HSBC Value Fund - Regular Growth

3Y Returns23.48%

VS

Quant Value Fund Regular - Growth

3Y Returns21.67%

Compare Now

Bandhan Value Fund - Regular Plan - Growth

3Y Returns17.76%

VS

HSBC Value Fund - Regular Growth

3Y Returns23.48%

Compare Now

Popup Image

Register for Exclusive Access!

OR

Add to Cart Successfully