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)	₹400 Cr	₹862 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	Aggressive
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	0.49%	-0.77%
6 Month	2.61%	1.4%
1 Year	2.12%	2.15%
3 Year	11.15%	-
5 Year	10.51%	-

SIP Return Analysis

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	360 ONE Balanced Hybrid Fund Regular - Growth
6 Month	2.3%	0.87%
1 Year	9.66%	6.58%
3 Year	10.13%	-
5 Year	9.79%	-

Rolling Lumpsum Returns

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	360 ONE Balanced Hybrid Fund Regular - Growth
1 Year	9.95%	9.79%
3 Year	10.54%	-
5 Year	11.01%	-

Risk Management

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	360 ONE Balanced Hybrid Fund Regular - Growth
Standard Deviation	7.19%	-
Sharp	0.59%	-
Beta	0.96%	-
Alpha	-0.20%	-

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	38.96	62.38
Large Cap	40.33	23.24
Small Cap	6.66	7.32
Mid Cap	14.05	7.07

Sector Allocation

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	360 ONE Balanced Hybrid Fund Regular - Growth
Others	35.01	57.66
Energy	6.17	2.38
Technology	6.57	4.75
Consumer Cyclical	8.54	6.23
Industrials	3.79	9.27
Financial Services	24.04	12.64
Healthcare	2.25	2.08
Consumer Defensive	0.51	-
Utilities	2.46	0.43
Basic Materials	3.23	1.93
Communication Services	4.24	2.66
Real Estate	3.18	-

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