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UTI vs Aditya Birla Sun Life Balanced Advantage Fund compare

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

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tortoise-icon 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) ₹7239 Cr ₹2921 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

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option UTI Balanced Advantage Fund - Regular (G)
1 Month 5.03% 3.7%
6 Month 6.12% 5.36%
1 Year 13% 11.81%
3 Year 14.87% -
5 Year 17.01% -

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option UTI Balanced Advantage Fund - Regular (G)
6 Month 6.27% 4.93%
1 Year 11.16% 10%
3 Year 14.68% -
5 Year 13.26% -

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option UTI Balanced Advantage Fund - Regular (G)
1 Year 11.38% 18.51%
3 Year 11.47% -
5 Year 11.16% -

Risk Management

Scheme Name Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option UTI Balanced Advantage Fund - Regular (G)
Standard Deviation 6.2% -
Sharp 0.81% -
Beta 0.99% -
Alpha 1.33% -

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Fund Managers

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)

Market Cap

Scheme Name

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

UTI Balanced Advantage Fund - Regular (G)

Others 25.01 33.97
Large Cap 51.99 57.94
Mid Cap 16.38 5.03
Small Cap 5.03 3.06

Sector Allocation

Scheme Name

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

UTI Balanced Advantage Fund - Regular (G)

Others 20.8 33.97
Telecom - Services 1.68 -
Petroleum Products 4.68 -
Electrical Equipment 1.64 -
IT - Software 5.92 -
Cement & Cement Products 2.05 -
Personal Products 2.11 -
Construction 1.88 -
Finance 4.7 -
Retailing 2.84 -
Banks 15.51 -
Pharmaceuticals & Biotechnology 3.71 -
Non - Ferrous Metals 1.78 -
Realty 2.63 -
Healthcare Services 0.95 -
Aerospace & Defense 0.35 -
Auto Components 3.22 -
Ferrous Metals 1.65 -
Automobiles 1.56 -
Industrial Products 1.83 -
Insurance 2.93 -
Diversified FMCG 1.03 -
Consumer Durables 1.48 -
Transport Infrastructure 1.63 -
Diversified Metals 0.74 -
Oil 0.6 -
Power 2.36 -
Fertilizers & Agrochemicals 0.75 -
Leisure Services 0.56 -
Metals & Minerals Trading 0.14 -
Consumable Fuels 0.29 -
Minerals & Mining 0.59 -
Transport Services 0.78 -
Chemicals & Petrochemicals 0.89 -
Beverages 2.15 -
Energy - 3.89
Technology - 7.9
Consumer Defensive - 5.41
Industrials - 3.95
Basic Materials - 4.18
Healthcare - 2.41
Financial Services - 23.86
Consumer Cyclical - 7.55
Real Estate - 0.2
Communication Services - 4.72
Utilities - 1.98

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