UTI vs Aditya Birla Sun Life Balanced Advantage Fund compare
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
UTI Balanced Advantage Fund - Regular (G)
Chart Comparison
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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