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

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ICICI Prudential Balanced Advantage Fund - Growth

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360 ONE Balanced Hybrid Fund Regular - Growth

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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)	₹70535 Cr	₹838 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	-2.06%	-2.64%
6 Month	2.78%	-2.87%
1 Year	11.02%	3.03%
3 Year	12.93%	-
5 Year	12.06%	-

SIP Return Analysis

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	360 ONE Balanced Hybrid Fund Regular - Growth
6 Month	-0.19%	-2.53%
1 Year	6.95%	-1.75%
3 Year	11.03%	-
5 Year	11.63%	-

Rolling Lumpsum Returns

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	360 ONE Balanced Hybrid Fund Regular - Growth
1 Year	10.85%	8.23%
3 Year	11.98%	-
5 Year	12.61%	-

Risk Management

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	360 ONE Balanced Hybrid Fund Regular - Growth
Standard Deviation	4.42%	-
Sharp	1.35%	-
Beta	0.8%	-
Alpha	3.14%	-

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	34.35	64.85
Large Cap	58.52	24.12
Small Cap	1.45	5.33
Mid Cap	5.67	5.7

Sector Allocation

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	360 ONE Balanced Hybrid Fund Regular - Growth
Others	28.44	56.8
Communication Services	2.62	2.83
Energy	4.07	2.34
Technology	7.87	3.92
Industrials	6.43	8.66
Financial Services	18.19	12.58
Basic Materials	4.4	1.66
Consumer Defensive	4.27	0.84
Real Estate	4.5	-
Healthcare	2.27	1.82
Consumer Cyclical	15.24	8.14
Utilities	1.7	0.4

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