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 -2.82% -2.5%
6 Month 4.38% 5.99%
1 Year 18.79% 19.77%
3 Year 8.41% -
5 Year - -

SIP Return Analysis

Scheme Name ITI Balanced Advantage Fund Regular - Growth 360 ONE Balanced Hybrid Fund Regular - Growth
6 Month - -
1 Year 11.79% 16.38%
3 Year 13.82% -
5 Year - -

Rolling Lumpsum Returns

Scheme Name ITI Balanced Advantage Fund Regular - Growth 360 ONE Balanced Hybrid Fund Regular - Growth
1 Year 13.31% 23.82%
3 Year 10.37% -
5 Year - -

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
Mid Cap 3.99 12.27
Small Cap 4.42 11.41

Sector Allocation

Scheme Name

ITI Balanced Advantage Fund Regular - Growth

360 ONE Balanced Hybrid Fund Regular - Growth

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

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