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

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ITI Balanced Advantage Fund Regular - Growth

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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)	₹378 Cr	₹840 Cr
Min Investment	₹5000	₹1000
Min SIP Invesment	₹500	₹1000
Min Addl Investment	₹1000	₹1000
Launch Date	30 Dec 2019	25 Sep 2023
Category	Dynamic Asset Allocation	Balanced Hybrid
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 50 Hybrid Composite debt 50:50 Index	NIFTY 50 Hybrid Composite debt 50:50 Index
Turn Over	%	%
Expense Ratio	2.37	1.94
Manager	Vikrant Mehta	Milan Mody
ISIN Code	INF00XX01655	INF579M01AV5
Exits Load	ITI Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365	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

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	360 ONE Balanced Hybrid Fund Regular - Growth
1 Month	2.95%	2.6%
6 Month	-5.42%	-3.98%
1 Year	4.19%	10.31%
3 Year	9.01%	-
5 Year	12.88%	-

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	360 ONE Balanced Hybrid Fund Regular - Growth
6 Month	-1.92%	-1.55%
1 Year	-2.28%	-0.67%
3 Year	10.54%	-
5 Year	10%	-

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	360 ONE Balanced Hybrid Fund Regular - Growth
1 Year	13.11%	19.96%
3 Year	10.01%	-
5 Year	6.18%	-

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	360 ONE Balanced Hybrid Fund Regular - Growth
Standard Deviation	7.494%	-
Sharp	0.221%	-
Beta	-	-
Alpha	-	-

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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
Funds Managed	8	3
	ITI Balanced Advantage Fund Regular - Growth	360 ONE Balanced Hybrid Fund Regular - Growth

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	360 ONE Balanced Hybrid Fund Regular - Growth
Others	35.82	60.32
Large Cap	54.6	19.84
Mid Cap	4.68	9.67
Small Cap	4.9	10.17

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	360 ONE Balanced Hybrid Fund Regular - Growth
Others	34.87	60.32
Communication Services	3.81	2.94
Energy	5.19	-
Industrials	4.19	5.26
Technology	8.86	6.34
Basic Materials	4.99	1.67
Financial Services	23.69	11.74
Healthcare	3.62	3.55
Consumer Cyclical	5.96	7.1
Consumer Defensive	2.65	0.64
Real Estate	0.32	-
Utilities	1.85	0.44