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)	₹8034 Cr	₹3036 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	-1.01%	-1.33%
6 Month	7.97%	5.71%
1 Year	5.59%	5.51%
3 Year	13.51%	-
5 Year	14.27%	-

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	UTI Balanced Advantage Fund - Regular (G)
6 Month	4.06%	2.67%
1 Year	9.97%	7.17%
3 Year	13.67%	-
5 Year	12.68%	-

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	UTI Balanced Advantage Fund - Regular (G)
1 Year	11.28%	11.65%
3 Year	11.48%	-
5 Year	11.23%	-

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	UTI Balanced Advantage Fund - Regular (G)
Standard Deviation	6.2%	-
Sharp	1.24%	-
Beta	1%	-
Alpha	1.37%	-

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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	32.28	35.9
Large Cap	44.2	55.97
Mid Cap	16.78	4.79
Small Cap	6.74	3.34

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	UTI Balanced Advantage Fund - Regular (G)
Others	24.07	32.46
Communication Services	1.47	5
Energy	4.86	4.82
Industrials	8.8	4.08
Technology	6.8	7.39
Basic Materials	8.11	3.59
Financial Services	22.19	25.82
Consumer Cyclical	7.45	7.09
Healthcare	5.16	2.56
Real Estate	2.57	-
Consumer Defensive	6.2	5.32
Utilities	2.31	1.88