360 ONE Balanced Hybrid Fund Regular vs ITI Balanced Advantage Fund Regular compare

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tortoise-icon ITI Balanced Advantage Fund Regular - Growth

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tortoise-icon 360 ONE Balanced Hybrid Fund Regular - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name ITI Balanced Advantage Fund Regular - Growth 360 ONE Balanced Hybrid Fund Regular - Growth
Fund ITI Balanced Advantage Fund Regular - Growth 360 ONE Balanced Hybrid Fund Regular - Growth
Investment Plan Growth Growth
Level of Risk Very High High
Asset Size (Cr) ₹369 Cr ₹707 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 31 Dec 2019 06 Sep 2023
Category Dynamic Asset Allocation Dynamic Asset Allocation
Fund Type Open-ended Open-ended
Benchmark NIFTY 50 Hybrid Composite debt 50:50 Index BSE India Bond Index
Turn Over % %
Expense Ratio 2.36 2.01
Manager Vikrant Mehta Milan Mody
ISIN Code INF00XX01655 INF579M01AV5
Exits Load Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 3 months./365 Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365

Trailing Lumpsum Returns

Scheme Name ITI Balanced Advantage Fund Regular - Growth 360 ONE Balanced Hybrid Fund Regular - Growth
1 Month 0.64% 1.02%
6 Month 7.83% 14.14%
1 Year 25.95% -
3 Year 12.18% -
5 Year - -

SIP Return Analysis

Scheme Name ITI Balanced Advantage Fund Regular - Growth 360 ONE Balanced Hybrid Fund Regular - Growth
6 Month - -
1 Year 8.19% 10.22%
3 Year 19.99% 10.22%
5 Year 29.14% 10.22%

Rolling Lumpsum Returns

Scheme Name ITI Balanced Advantage Fund Regular - Growth 360 ONE Balanced Hybrid Fund Regular - Growth
1 Year 11.04% 12.22%
3 Year 26.26% 12.22%
5 Year 33.52% 12.22%

Risk Management

Scheme Name ITI Balanced Advantage Fund Regular - Growth 360 ONE Balanced Hybrid Fund Regular - Growth
Standard Deviation 7.14% -
Sharp 0.66% -
Beta 0.76% -
Alpha 1.36% -

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Fund Managers

Scheme Name ITI Balanced Advantage Fund Regular - Growth 360 ONE Balanced Hybrid Fund Regular - Growth
Name Vikrant Mehta Milan Mody
Total AUM ₹698 Cr ₹1997 Cr
Fund Manage 8 3
ITI Balanced Advantage Fund Regular - Growth 360 ONE Balanced Hybrid Fund Regular - Growth

Market Cap

Scheme Name

ITI Balanced Advantage Fund Regular - Growth

360 ONE Balanced Hybrid Fund Regular - Growth

Others 37.92 53.02
Large Cap 53.68 23.29
Small Cap 4.42 11.41
Mid Cap 3.99 12.27

Sector Allocation

Scheme Name

ITI Balanced Advantage Fund Regular - Growth

360 ONE Balanced Hybrid Fund Regular - Growth

Others 17.11 2.7
Energy 8.06 5.28
Financial 32.89 36.71
Sovereign 4.24 12.71
Services 8.43 4.52
Technology 4.34 4.4
Communication 6.98 5.03
Healthcare 6.01 2.6
Consumer Discretionary 3.02 0.59
Capital Goods 1.93 9.63
Insurance 3.33 -
Construction 1.48 6.34
Metals & Mining 1.15 2.15
Automobile 0 5.31
Consumer Staples 0.53 0.52
Materials 0.51 0.56
Chemicals - 0.94

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