360 ONE Balanced Hybrid Fund Regular vs PGIM India Balanced Advantage Fund compare

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360 ONE Balanced Hybrid Fund Regular - Growth

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PGIM India Balanced Advantage Fund - Regular Growth

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Chart Comparison

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

Overview

Scheme Name	360 ONE Balanced Hybrid Fund Regular - Growth	PGIM India Balanced Advantage Fund - Regular Growth
Fund	360 ONE Balanced Hybrid Fund Regular - Growth	PGIM India Balanced Advantage Fund - Regular Growth
Investment Plan	Growth	Growth
Level of Risk	High	Very High
Asset Size (Cr)	₹871 Cr	₹938 Cr
Min Investment	₹1000	₹5000
Min SIP Invesment	₹1000	₹1000
Min Addl Investment	₹1000	₹1000
Launch Date	25 Sep 2023	04 Feb 2021
Category	Balanced Hybrid	Dynamic Asset Allocation
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 50 Hybrid Composite debt 50:50 Index	CRISIL Hybrid 50+50 Moderate TRI
Turn Over	%	%
Expense Ratio	1.94	2.18
Manager	Milan Mody	Puneet Pal
ISIN Code	INF579M01AV5	INF663L01V72
Exits Load	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	PGIM India Balanced Advantage Fund - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365

Scheme Name	360 ONE Balanced Hybrid Fund Regular - Growth	PGIM India Balanced Advantage Fund - Regular Growth
1 Month	0.33%	0.84%
6 Month	5.22%	7.19%
1 Year	3.03%	4.4%
3 Year	-	11.09%
5 Year	-	-

Scheme Name	360 ONE Balanced Hybrid Fund Regular - Growth	PGIM India Balanced Advantage Fund - Regular Growth
6 Month	1.52%	2.17%
1 Year	7.86%	11.35%
3 Year	-	10.46%
5 Year	-	-

Scheme Name	360 ONE Balanced Hybrid Fund Regular - Growth	PGIM India Balanced Advantage Fund - Regular Growth
1 Year	9.79%	8.5%
3 Year	-	9.78%
5 Year	-	-

Scheme Name	360 ONE Balanced Hybrid Fund Regular - Growth	PGIM India Balanced Advantage Fund - Regular Growth
Standard Deviation	-	8.21%
Sharp	-	0.38%
Beta	-	-
Alpha	-	-

Scheme Name	360 ONE Balanced Hybrid Fund Regular - Growth	PGIM India Balanced Advantage Fund - Regular Growth
Name	Milan Mody	Puneet Pal
Total AUM	₹1997 Cr	₹20950 Cr
Funds Managed	3	19
	360 ONE Balanced Hybrid Fund Regular - Growth	PGIM India Balanced Advantage Fund - Regular Growth

Scheme Name	360 ONE Balanced Hybrid Fund Regular - Growth	PGIM India Balanced Advantage Fund - Regular Growth
Others	62.85	35.71
Large Cap	22.49	45.74
Mid Cap	7.12	14.8
Small Cap	7.55	3.75

Scheme Name	360 ONE Balanced Hybrid Fund Regular - Growth	PGIM India Balanced Advantage Fund - Regular Growth
Others	59.14	33.87
Energy	2.21	5.7
Technology	4.65	5.51
Industrials	8.76	9.24
Financial Services	11.98	20.18
Healthcare	2.44	5.49
Consumer Cyclical	6.5	8.46
Communication Services	2.28	2.21
Utilities	0.26	1.19
Basic Materials	1.77	2.91
Consumer Defensive	-	4.73
Real Estate	-	0.52