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)	₹69868 Cr	₹856 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	0.9%	0.04%
6 Month	5.54%	1.29%
1 Year	11.94%	3.77%
3 Year	14.03%	-
5 Year	12.98%	-

SIP Return Analysis

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	360 ONE Balanced Hybrid Fund Regular - Growth
6 Month	2.45%	-0.32%
1 Year	13.22%	4.1%
3 Year	13.12%	-
5 Year	12.8%	-

Rolling Lumpsum Returns

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	360 ONE Balanced Hybrid Fund Regular - Growth
1 Year	10.82%	9.79%
3 Year	11.96%	-
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	1.3%	-
Beta	0.8%	-
Alpha	3.18%	-

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	33.04	63.91
Large Cap	59.56	22.79
Small Cap	1.4	6.79
Mid Cap	5.99	6.51

Sector Allocation

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	360 ONE Balanced Hybrid Fund Regular - Growth
Others	27.58	58.48
Communication Services	2.62	2.62
Energy	4.29	2.36
Technology	8.15	5.22
Industrials	6.61	9.19
Financial Services	18.56	12.49
Basic Materials	4.19	1.38
Consumer Defensive	4.46	-
Real Estate	4.55	-
Healthcare	2.41	1.96
Consumer Cyclical	15.09	5.94
Utilities	1.49	0.36

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