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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 | 2.81% | 1.54% |
| 6 Month | 8.54% | 7.95% |
| 1 Year | 2.05% | 2.29% |
| 3 Year | 11.47% | - |
| 5 Year | 11.42% | - |
SIP Return Analysis
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | 360 ONE Balanced Hybrid Fund Regular - Growth |
|---|---|---|
| 6 Month | 2.85% | 2.1% |
| 1 Year | 7.55% | 7.23% |
| 3 Year | 10.96% | - |
| 5 Year | 10.22% | - |
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 | 7.45% | - |
| Sharp | 0.52% | - |
| 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 | 61.68 |
| Large Cap | 40.57 | 22.15 |
| Small Cap | 9.31 | 8.7 |
| Mid Cap | 5.79 | 7.47 |
Sector Allocation
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
360 ONE Balanced Hybrid Fund Regular - Growth |
|---|---|---|
| Others | 39.93 | 58.09 |
| Energy | 4.29 | 2.12 |
| Technology | 7.09 | 5.11 |
| Consumer Cyclical | 9.74 | 7.25 |
| Industrials | 2.62 | 8.94 |
| Financial Services | 22.41 | 11.1 |
| Healthcare | 3.17 | 3.02 |
| Consumer Defensive | 1.39 | - |
| Utilities | 2.82 | 0.34 |
| Basic Materials | 3.28 | 1.26 |
| Communication Services | 3.26 | 2.77 |
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