360 ONE Balanced Hybrid Fund Regular vs ITI Balanced Advantage Fund Regular compare
ITI Balanced Advantage Fund Regular - Growth
360 ONE Balanced Hybrid Fund Regular - Growth
Chart Comparison
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 Risk | High Risk |
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 |
Trailing Lumpsum Returns
Scheme Name | ITI Balanced Advantage Fund Regular - Growth | 360 ONE Balanced Hybrid Fund Regular - Growth |
---|---|---|
1 Month | -1.6% | -2.05% |
6 Month | -1.58% | -2.49% |
1 Year | 4% | 10.2% |
3 Year | 8.39% | - |
5 Year | 6.04% | - |
SIP Return Analysis
Scheme Name | ITI Balanced Advantage Fund Regular - Growth | 360 ONE Balanced Hybrid Fund Regular - Growth |
---|---|---|
6 Month | - | - |
1 Year | -1.93% | 0.49% |
3 Year | 10.19% | - |
5 Year | 9.8% | - |
Rolling Lumpsum Returns
Scheme Name | ITI Balanced Advantage Fund Regular - Growth | 360 ONE Balanced Hybrid Fund Regular - Growth |
---|---|---|
1 Year | 13.49% | 19.96% |
3 Year | 10.1% | - |
5 Year | 6.27% | - |
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 | 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 |
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