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) | ₹840 Cr | ₹978 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 | 3.54% | 4.96% |
6 Month | -2.08% | -2.6% |
1 Year | 10.66% | 7.58% |
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 | -0.91% | -1.47% |
1 Year | -1.42% | -4.17% |
3 Year | - | 7.38% |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | 360 ONE Balanced Hybrid Fund Regular - Growth | PGIM India Balanced Advantage Fund - Regular Growth |
---|---|---|
1 Year | 19.96% | 10.32% |
3 Year | - | 9.8% |
5 Year | - | - |
Risk Management
Scheme Name | 360 ONE Balanced Hybrid Fund Regular - Growth | PGIM India Balanced Advantage Fund - Regular Growth |
---|---|---|
Standard Deviation | - | 8.876% |
Sharp | - | 0.244% |
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 | 60.32 | 34.77 |
Large Cap | 19.84 | 48.73 |
Mid Cap | 9.67 | 10.99 |
Small Cap | 10.17 | 5.51 |
Sector Allocation
Scheme Name |
360 ONE Balanced Hybrid Fund Regular - Growth |
PGIM India Balanced Advantage Fund - Regular Growth |
---|---|---|
Others | 60.32 | 33.82 |
Technology | 6.34 | 6.76 |
Industrials | 5.26 | 8.3 |
Financial Services | 11.74 | 19.03 |
Consumer Cyclical | 7.1 | 7.01 |
Healthcare | 3.55 | 5.6 |
Communication Services | 2.94 | 3.41 |
Basic Materials | 1.67 | 3.5 |
Consumer Defensive | 0.64 | 5.03 |
Utilities | 0.44 | 1.15 |
Energy | - | 5.63 |
Real Estate | - | 0.75 |
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