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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 | High |
| Asset Size (Cr) | ₹402 Cr | ₹865 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 | -0.12% | -0.72% |
| 6 Month | 6.31% | 6.84% |
| 1 Year | 3.43% | 3.15% |
| 3 Year | 11.33% | - |
| 5 Year | 10.94% | - |
SIP Return Analysis
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | 360 ONE Balanced Hybrid Fund Regular - Growth |
|---|---|---|
| 6 Month | 1.3% | 1.63% |
| 1 Year | 2.41% | 4.05% |
| 3 Year | 9.87% | - |
| 5 Year | 9.63% | - |
Rolling Lumpsum Returns
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | 360 ONE Balanced Hybrid Fund Regular - Growth |
|---|---|---|
| 1 Year | 11.21% | 10.71% |
| 3 Year | 10.25% | - |
| 5 Year | 10.85% | - |
Risk Management
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | 360 ONE Balanced Hybrid Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 7.32% | - |
| Sharp | 0.65% | - |
| 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 | 44.33 | 61.5 |
| Large Cap | 40.57 | 21.4 |
| Small Cap | 9.31 | 9.12 |
| Mid Cap | 5.79 | 7.98 |
Sector Allocation
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
360 ONE Balanced Hybrid Fund Regular - Growth |
|---|---|---|
| Others | 39.93 | 57.92 |
| Energy | 4.29 | 2.03 |
| Technology | 7.09 | 5.27 |
| Consumer Cyclical | 9.74 | 7.26 |
| Industrials | 2.62 | 8.85 |
| Financial Services | 22.41 | 11.11 |
| Healthcare | 3.17 | 2.93 |
| Consumer Defensive | 1.39 | - |
| Utilities | 2.82 | 0.33 |
| Basic Materials | 3.28 | 1.3 |
| Communication Services | 3.26 | 3.01 |
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