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) | ₹856 Cr | ₹949 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 25 Sep 2023 | 04 Feb 2021 |
| Category | Aggressive | 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 | -0.75% | -1.21% |
| 6 Month | 0.39% | - |
| 1 Year | 3.41% | 5.86% |
| 3 Year | - | 10.42% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | 360 ONE Balanced Hybrid Fund Regular - Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | 0.52% | 0.96% |
| 1 Year | 5.39% | 7.82% |
| 3 Year | - | 8.74% |
| 5 Year | - | - |
Rolling Lumpsum Returns
| 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 | - | - |
Risk Management
| Scheme Name | 360 ONE Balanced Hybrid Fund Regular - Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | - | 8.25% |
| Sharp | - | 0.39% |
| Beta | - | 1.14% |
| Alpha | - | -1.99% |
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 | 63.91 | 34.78 |
| Large Cap | 22.79 | 46.64 |
| Mid Cap | 6.51 | 14.4 |
| Small Cap | 6.79 | 4.18 |
Sector Allocation
| Scheme Name |
360 ONE Balanced Hybrid Fund Regular - Growth |
PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 58.48 | 32.56 |
| Energy | 2.36 | 6.38 |
| Technology | 5.22 | 6.01 |
| Industrials | 9.19 | 8.99 |
| Financial Services | 12.49 | 21.04 |
| Healthcare | 1.96 | 5.36 |
| Consumer Cyclical | 5.94 | 8.11 |
| Communication Services | 2.62 | 2.4 |
| Utilities | 0.36 | 1.17 |
| Basic Materials | 1.38 | 2.85 |
| Consumer Defensive | - | 4.56 |
| Real Estate | - | 0.56 |
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