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UTI vs Axis Balanced Advantage Fund compare
UTI Balanced Advantage Fund - Regular (G)
Axis Balanced Advantage Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | UTI Balanced Advantage Fund - Regular (G) | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Fund | UTI Balanced Advantage Fund - Regular (G) | Axis Balanced Advantage Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹3067 Cr | ₹3591 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 10 Aug 2023 | 01 Aug 2017 |
| Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
| 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 | % | 24% |
| Expense Ratio | 1.96 | 2 |
| Manager | Sachin Trivedi | Hardik Shah |
| ISIN Code | INF789F1AYT7 | INF846K01A52 |
| Exits Load | 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 | Axis Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | UTI Balanced Advantage Fund - Regular (G) | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 3.38% | 3.75% |
| 6 Month | 5.38% | 4.76% |
| 1 Year | 7.67% | 6.41% |
| 3 Year | - | 14.62% |
| 5 Year | - | 13.23% |
SIP Return Analysis
| Scheme Name | UTI Balanced Advantage Fund - Regular (G) | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.19% | 2.38% |
| 1 Year | 10.41% | 9.54% |
| 3 Year | - | 13.79% |
| 5 Year | - | 12.7% |
Rolling Lumpsum Returns
| Scheme Name | UTI Balanced Advantage Fund - Regular (G) | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 10.2% | 8.43% |
| 3 Year | - | 10.68% |
| 5 Year | - | 10.45% |
Risk Management
| Scheme Name | UTI Balanced Advantage Fund - Regular (G) | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 7.43% |
| Sharp | - | 0.90% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | UTI Balanced Advantage Fund - Regular (G) | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Name | Sachin Trivedi | Hardik Shah |
| Total AUM | ₹7301 Cr | ₹0 Cr |
| Funds Managed | 3 | 12 |
| UTI Balanced Advantage Fund - Regular (G) | Axis Balanced Advantage Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
UTI Balanced Advantage Fund - Regular (G) |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 34.81 | 35.01 |
| Large Cap | 57.6 | 56.65 |
| Mid Cap | 4.25 | 5.84 |
| Small Cap | 3.33 | 2.51 |
Sector Allocation
| Scheme Name |
UTI Balanced Advantage Fund - Regular (G) |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 30.78 | 29.95 |
| Energy | 4.51 | 6.86 |
| Technology | 7.32 | 8.14 |
| Consumer Defensive | 5.02 | 4.2 |
| Industrials | 4.73 | 7.02 |
| Basic Materials | 4.1 | 3.67 |
| Healthcare | 3.23 | 5.28 |
| Financial Services | 24.58 | 22.29 |
| Consumer Cyclical | 9.3 | 6.85 |
| Communication Services | 5.09 | 2.02 |
| Utilities | 1.34 | 2.34 |
| Real Estate | - | 1.37 |
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