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

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)	₹394 Cr	₹871 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	-0.15%	0.41%
6 Month	7.27%	6.76%
1 Year	1.44%	2.33%
3 Year	12.38%	-
5 Year	10.96%	-

SIP Return Analysis

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	360 ONE Balanced Hybrid Fund Regular - Growth
6 Month	1.28%	1.37%
1 Year	7%	7.64%
3 Year	10.23%	-
5 Year	9.82%	-

Rolling Lumpsum Returns

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	360 ONE Balanced Hybrid Fund Regular - Growth
1 Year	10.73%	9.79%
3 Year	10.37%	-
5 Year	10.91%	-

Risk Management

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	360 ONE Balanced Hybrid Fund Regular - Growth
Standard Deviation	7.26%	-
Sharp	0.67%	-
Beta	-	-
Alpha	-	-

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
Funds Managed	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	42.4	60.45
Large Cap	42.86	22.58
Small Cap	6.53	9.33
Mid Cap	8.22	7.64

Sector Allocation

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	360 ONE Balanced Hybrid Fund Regular - Growth
Others	38.82	56.97
Energy	3.36	2.18
Technology	10.57	4.94
Consumer Cyclical	11.35	7.68
Industrials	2.62	9.45
Financial Services	20.24	11.2
Healthcare	2.89	2.99
Consumer Defensive	0.47	-
Utilities	2.86	-
Basic Materials	2.87	1.77
Communication Services	3.96	2.84

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