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

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tortoise-icon 360 ONE Balanced Hybrid Fund Regular - Growth

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tortoise-icon 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 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 1.08% 1.7%
6 Month 4.71% 4.58%
1 Year 4.63% 5.43%
3 Year - 10.09%
5 Year - -

SIP Return Analysis

Scheme Name 360 ONE Balanced Hybrid Fund Regular - Growth PGIM India Balanced Advantage Fund - Regular Growth
6 Month 1.83% 1.84%
1 Year 8.03% 9.77%
3 Year - 9.84%
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 - 8.28%
Sharp - 0.42%
Beta - 1.13%
Alpha - -2.22%

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 62.85 35.71
Large Cap 22.49 45.74
Mid Cap 7.12 14.8
Small Cap 7.55 3.75

Sector Allocation

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

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