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

Link copied to clipboard!

ITI Balanced Advantage Fund Regular - Growth

Invest Now

360 ONE Balanced Hybrid Fund Regular - Growth

Invest Now

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)	₹395 Cr	₹860 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

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	360 ONE Balanced Hybrid Fund Regular - Growth
1 Month	2.57%	1.39%
6 Month	3.08%	3.47%
1 Year	6.61%	5.72%
3 Year	13.24%	-
5 Year	11.44%	-

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	360 ONE Balanced Hybrid Fund Regular - Growth
6 Month	6.25%	5.31%
1 Year	9.16%	8.39%
3 Year	13%	-
5 Year	11.42%	-

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	360 ONE Balanced Hybrid Fund Regular - Growth
1 Year	11.89%	12.57%
3 Year	10.04%	-
5 Year	8.23%	-

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	360 ONE Balanced Hybrid Fund Regular - Growth
Standard Deviation	7.31%	-
Sharp	0.68%	-
Beta	-	-
Alpha	-	-

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

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

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	360 ONE Balanced Hybrid Fund Regular - Growth
Others	35.82	60.32
Large Cap	54.6	19.84
Mid Cap	4.68	9.67
Small Cap	4.9	10.17

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	360 ONE Balanced Hybrid Fund Regular - Growth
Others	34.87	60.32
Communication Services	3.81	2.94
Energy	5.19	-
Industrials	4.19	5.26
Technology	8.86	6.34
Basic Materials	4.99	1.67
Financial Services	23.69	11.74
Healthcare	3.62	3.55
Consumer Cyclical	5.96	7.1
Consumer Defensive	2.65	0.64
Real Estate	0.32	-
Utilities	1.85	0.44