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

ITI Balanced Advantage Fund Regular - Growth

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360 ONE Balanced Hybrid Fund Regular - Growth

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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

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	360 ONE Balanced Hybrid Fund Regular - Growth
1 Month	-3.25%	-2.23%
6 Month	-1.85%	-0.02%
1 Year	7.44%	12.71%
3 Year	7.68%	-
5 Year	5.91%	-

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	360 ONE Balanced Hybrid Fund Regular - Growth
6 Month	-	-
1 Year	2.35%	7.18%
3 Year	11.66%	-
5 Year	-	-

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	360 ONE Balanced Hybrid Fund Regular - Growth
1 Year	13.77%	23.82%
3 Year	10.27%	-
5 Year	-	-

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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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

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

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