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) | ₹865 Cr | ₹965 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 | -0.5% | 0.59% |
6 Month | 5.95% | 9.5% |
1 Year | 3.15% | 3.9% |
3 Year | - | 10.08% |
5 Year | - | - |
SIP Return Analysis
Scheme Name | 360 ONE Balanced Hybrid Fund Regular - Growth | PGIM India Balanced Advantage Fund - Regular Growth |
---|---|---|
6 Month | 1.63% | 2.72% |
1 Year | 4.05% | 6.4% |
3 Year | - | 9.68% |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | 360 ONE Balanced Hybrid Fund Regular - Growth | PGIM India Balanced Advantage Fund - Regular Growth |
---|---|---|
1 Year | 10.71% | 8.78% |
3 Year | - | 9.82% |
5 Year | - | - |
Risk Management
Scheme Name | 360 ONE Balanced Hybrid Fund Regular - Growth | PGIM India Balanced Advantage Fund - Regular Growth |
---|---|---|
Standard Deviation | - | 8.46% |
Sharp | - | 0.48% |
Beta | - | - |
Alpha | - | - |
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 | 61.5 | 30.18 |
Large Cap | 21.4 | 50.59 |
Mid Cap | 7.98 | 15.29 |
Small Cap | 9.12 | 3.94 |
Sector Allocation
Scheme Name |
360 ONE Balanced Hybrid Fund Regular - Growth |
PGIM India Balanced Advantage Fund - Regular Growth |
---|---|---|
Others | 57.92 | 28.48 |
Energy | 2.03 | 6.23 |
Technology | 5.27 | 6.92 |
Industrials | 8.85 | 10.21 |
Financial Services | 11.11 | 21.97 |
Healthcare | 2.93 | 5.57 |
Consumer Cyclical | 7.26 | 7.82 |
Communication Services | 3.01 | 2.51 |
Basic Materials | 1.3 | 3.2 |
Utilities | 0.33 | 1.23 |
Consumer Defensive | - | 5.32 |
Real Estate | - | 0.55 |
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