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)	₹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	0.34%	-0.56%
6 Month	5.77%	1.98%
1 Year	10.78%	3.92%
3 Year	13.31%	-
5 Year	13.51%	-

SIP Return Analysis

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	360 ONE Balanced Hybrid Fund Regular - Growth
6 Month	2.97%	0.67%
1 Year	14.31%	6.14%
3 Year	13.5%	-
5 Year	12.99%	-

Rolling Lumpsum Returns

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	360 ONE Balanced Hybrid Fund Regular - Growth
1 Year	10.83%	9.79%
3 Year	11.94%	-
5 Year	12.59%	-

Risk Management

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	360 ONE Balanced Hybrid Fund Regular - Growth
Standard Deviation	4.42%	-
Sharp	1.26%	-
Beta	0.77%	-
Alpha	2.73%	-

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	35.56	62.76
Large Cap	58.15	22.6
Small Cap	1.31	7.41
Mid Cap	4.98	7.23

Sector Allocation

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	360 ONE Balanced Hybrid Fund Regular - Growth
Others	29.98	58.75
Communication Services	3.08	2.46
Energy	4.44	2.34
Technology	7.25	4.8
Industrials	6.13	9.08
Financial Services	17.95	12.52
Basic Materials	4.22	1.82
Consumer Defensive	4.35	-
Real Estate	4.83	-
Healthcare	2.61	2.26
Consumer Cyclical	13.66	5.64
Utilities	1.52	0.33

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