UTI vs Aditya Birla Sun Life Balanced Advantage Fund compare

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Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

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UTI Balanced Advantage Fund - Regular (G)

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	UTI Balanced Advantage Fund - Regular (G)
Fund	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	UTI Balanced Advantage Fund - Regular (G)
Investment Plan	Growth	Growth
Level of Risk	High	Very High
Asset Size (Cr)	₹8800 Cr	₹3191 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹1000	₹500
Min Addl Investment	₹100	₹1000
Launch Date	23 May 2000	10 Aug 2023
Category	Dynamic Asset Allocation	Dynamic Asset Allocation
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Hybrid 50+50 Moderate TRI	NIFTY 50 Hybrid Composite debt 50:50 Index
Turn Over	240%	%
Expense Ratio	1.8	1.96
Manager	Lovelish Solanki	Sachin Trivedi
ISIN Code	INF084M01AB8	INF789F1AYT7
Exits Load	Aditya Birla Sun Life Balanced Advantage Fund - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./365	UTI Balanced Advantage Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	UTI Balanced Advantage Fund - Regular (G)
1 Month	0.17%	0.07%
6 Month	3.77%	3.35%
1 Year	8.39%	6.62%
3 Year	12.7%	-
5 Year	11.41%	-

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	UTI Balanced Advantage Fund - Regular (G)
6 Month	2.49%	2.59%
1 Year	12.83%	11.48%
3 Year	12.39%	-
5 Year	11.78%	-

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	UTI Balanced Advantage Fund - Regular (G)
1 Year	11.45%	10.2%
3 Year	11.74%	-
5 Year	11.68%	-

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	UTI Balanced Advantage Fund - Regular (G)
Standard Deviation	6.2%	-
Sharp	0.89%	-
Beta	1.09%	-
Alpha	1.1%	-

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	UTI Balanced Advantage Fund - Regular (G)
Name	Lovelish Solanki	Sachin Trivedi
Total AUM	₹14756 Cr	₹7301 Cr
Funds Managed	2	3
	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	UTI Balanced Advantage Fund - Regular (G)

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	UTI Balanced Advantage Fund - Regular (G)
Others	40.22	33.04
Large Cap	39.79	59.29
Mid Cap	12.62	4.77
Small Cap	7.37	2.9

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	UTI Balanced Advantage Fund - Regular (G)
Others	27.2	29.09
Communication Services	1.22	4.95
Energy	3.41	4.99
Technology	8.52	8.18
Industrials	6.76	4.67
Financial Services	21.94	26.58
Healthcare	5.38	2.89
Basic Materials	6.73	3.95
Real Estate	3.45	-
Consumer Cyclical	7.24	9.54
Consumer Defensive	6.04	4.09
Utilities	2.11	1.07