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

Link copied to clipboard!

tortoise-icon ITI Balanced Advantage Fund Regular - Growth

Invest Now

tortoise-icon 360 ONE Balanced Hybrid Fund Regular - Growth

Invest Now

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 Moderately High High
Asset Size (Cr) ₹382 Cr ₹843 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 Dynamic Asset Allocation
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 1.96
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

Trailing Lumpsum Returns

Scheme Name ITI Balanced Advantage Fund Regular - Growth 360 ONE Balanced Hybrid Fund Regular - Growth
1 Month 1.34% 1.64%
6 Month 4.57% 3.68%
1 Year 13.57% 17.08%
3 Year 8.73% -
5 Year - -

SIP Return Analysis

Scheme Name ITI Balanced Advantage Fund Regular - Growth 360 ONE Balanced Hybrid Fund Regular - Growth
6 Month - -
1 Year 8.89% 13.23%
3 Year 13.7% -
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% -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 15.23 53.02
Large Cap 58.44 23.29
Small Cap 3.87 11.41
Mid Cap 3.53 12.27

Sector Allocation

Scheme Name

ITI Balanced Advantage Fund Regular - Growth

360 ONE Balanced Hybrid Fund Regular - Growth

Others 15.23 2.7
Telecom - Services 3.76 -
Petroleum Products 4.6 -
Electrical Equipment 2.78 -
IT - Software 7.25 -
Construction 1.38 6.34
Non - Ferrous Metals 0.83 -
Banks 14.36 -
Pharmaceuticals & Biotechnology 2.75 -
Ferrous Metals 0.81 -
Automobiles 2.06 -
Insurance 4.66 -
Diversified FMCG 2.36 -
Agricultural Food & other Products 0.46 -
Realty 0.35 -
Consumer Durables 1.86 -
Industrial Products 3.33 -
Finance 0.97 -
Financial Technology (Fintech) 1.35 -
Metals & Minerals Trading 1 -
Healthcare Services 0.53 -
Cement & Cement Products 0.99 -
Power 4.45 -
Retailing 1.86 -
Capital Markets 1.09 -
Sovereign - 12.71
Technology - 4.4
Financial - 36.71
Metals & Mining - 2.15
Healthcare - 2.6
Automobile - 5.31
Capital Goods - 9.63
Communication - 5.03
Services - 4.52
Energy - 5.28
Chemicals - 0.94
Consumer Discretionary - 0.59
Consumer Staples - 0.52
Materials - 0.56

Top Comparisons

Franklin Build India Fund Growth Plan Franklin Build India Fund Growth Plan

3Y Returns29.42%

VS

HSBC Infrastructure Fund - Regular Growth HSBC Infrastructure Fund - Regular Growth

3Y Returns26.66%

Compare Now

Sundaram Short Duration Fund Regular Growth Sundaram Short Duration Fund Regular Growth

3Y Returns6.03%

VS

Tata Short Term Bond Fund -Regular Plan- Growth Option Tata Short Term Bond Fund -Regular Plan- Growth Option

3Y Returns5.54%

Compare Now

UTI Banking and Financial Services Fund - Regular Plan - Growth Option UTI Banking and Financial Services Fund - Regular Plan - Growth Option

3Y Returns14.82%

VS

Sundaram Financial Services Opportunities Fund Regular Plan - Growth Sundaram Financial Services Opportunities Fund Regular Plan - Growth

3Y Returns17.73%

Compare Now

Tata Hybrid Equity Fund- Regular Plan - Growth Option Tata Hybrid Equity Fund- Regular Plan - Growth Option

3Y Returns13.57%

VS

Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option

3Y Returns13.33%

Compare Now
Request call back
Add to Cart Successfully