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) ₹843 Cr ₹1057 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹1000 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 25 Sep 2023 04 Feb 2021
Category Dynamic Asset Allocation 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 1.96 2.16
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 -3.18% -4.05%
6 Month -0.15% -1.36%
1 Year 13.78% 8.56%
3 Year - 8.08%
5 Year - -

SIP Return Analysis

Scheme Name 360 ONE Balanced Hybrid Fund Regular - Growth PGIM India Balanced Advantage Fund - Regular Growth
6 Month - -
1 Year 7.77% 3.58%
3 Year - 9.91%
5 Year - -

Rolling Lumpsum Returns

Scheme Name 360 ONE Balanced Hybrid Fund Regular - Growth PGIM India Balanced Advantage Fund - Regular Growth
1 Year 23.82% 10.08%
3 Year - 9.97%
5 Year - -

Risk Management

Scheme Name 360 ONE Balanced Hybrid Fund Regular - Growth PGIM India Balanced Advantage Fund - Regular Growth
Standard Deviation - 7.82%
Sharp - 0.48%
Beta - 1.02%
Alpha - -0.67%

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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
Fund Manage 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 53.02 32.5
Large Cap 23.29 49.05
Small Cap 11.41 4.02
Mid Cap 12.27 14.43

Sector Allocation

Scheme Name

360 ONE Balanced Hybrid Fund Regular - Growth

PGIM India Balanced Advantage Fund - Regular Growth

Others 2.7 4.07
Sovereign 12.71 15.74
Technology 4.4 5.81
Construction 6.34 2.73
Financial 36.71 27.49
Metals & Mining 2.15 -
Healthcare 2.6 4.01
Automobile 5.31 4.21
Capital Goods 9.63 6.34
Communication 5.03 1.86
Services 4.52 5.9
Energy 5.28 9.9
Chemicals 0.94 1.21
Consumer Discretionary 0.59 1.1
Consumer Staples 0.52 2.79
Materials 0.56 2.73
Insurance - 2.52
Diversified - 1.22
Textiles - 0.37

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