360 ONE Balanced Hybrid Fund Regular vs PGIM India Balanced Advantage Fund compare
360 ONE Balanced Hybrid Fund Regular - Growth
PGIM India Balanced Advantage Fund - Regular Growth
Chart Comparison
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) | ₹860 Cr | ₹976 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 |
Trailing Lumpsum Returns
Scheme Name | 360 ONE Balanced Hybrid Fund Regular - Growth | PGIM India Balanced Advantage Fund - Regular Growth |
---|---|---|
1 Month | 1.11% | 2.57% |
6 Month | 2.51% | 5.42% |
1 Year | 4.38% | 6.14% |
3 Year | - | 13.74% |
5 Year | - | - |
SIP Return Analysis
Scheme Name | 360 ONE Balanced Hybrid Fund Regular - Growth | PGIM India Balanced Advantage Fund - Regular Growth |
---|---|---|
6 Month | 5.31% | 8.39% |
1 Year | 8.39% | 13.05% |
3 Year | - | 12.68% |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | 360 ONE Balanced Hybrid Fund Regular - Growth | PGIM India Balanced Advantage Fund - Regular Growth |
---|---|---|
1 Year | 12.57% | 9.24% |
3 Year | - | 9.66% |
5 Year | - | - |
Risk Management
Scheme Name | 360 ONE Balanced Hybrid Fund Regular - Growth | PGIM India Balanced Advantage Fund - Regular Growth |
---|---|---|
Standard Deviation | - | 9.25% |
Sharp | - | 0.51% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
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 |
Market Cap
Scheme Name |
360 ONE Balanced Hybrid Fund Regular - Growth |
PGIM India Balanced Advantage Fund - Regular Growth |
---|---|---|
Others | 60.48 | 29.53 |
Large Cap | 22.09 | 52.75 |
Mid Cap | 7.19 | 13.43 |
Small Cap | 10.24 | 4.29 |
Sector Allocation
Scheme Name |
360 ONE Balanced Hybrid Fund Regular - Growth |
PGIM India Balanced Advantage Fund - Regular Growth |
---|---|---|
Others | 56.45 | 27.65 |
Energy | 2.31 | 6.63 |
Technology | 5.75 | 7.34 |
Industrials | 7.87 | 8.81 |
Financial Services | 12.8 | 22.71 |
Healthcare | 2.86 | 5.23 |
Consumer Cyclical | 6.71 | 7.27 |
Communication Services | 3.24 | 3.2 |
Basic Materials | 1.68 | 4.64 |
Consumer Defensive | 0 | 5.28 |
Utilities | 0.33 | 1.24 |
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