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)	₹66751 Cr	₹871 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	0.93%	0.33%
6 Month	6.03%	3.89%
1 Year	9.3%	3.63%
3 Year	13.1%	-
5 Year	13.95%	-

SIP Return Analysis

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	360 ONE Balanced Hybrid Fund Regular - Growth
6 Month	2.63%	0.87%
1 Year	13.27%	6.89%
3 Year	12.92%	-
5 Year	12.57%	-

Rolling Lumpsum Returns

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	360 ONE Balanced Hybrid Fund Regular - Growth
1 Year	10.85%	9.79%
3 Year	11.89%	-
5 Year	12.54%	-

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

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