- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹3004 Cr | ₹3431 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 | -1.16% | -0.91% |
| 6 Month | 5.46% | 5.27% |
| 1 Year | 5.65% | 5.22% |
| 3 Year | - | 13.11% |
| 5 Year | - | 13.12% |
SIP Return Analysis
| Scheme Name | UTI Balanced Advantage Fund - Regular (G) | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.52% | 1.29% |
| 1 Year | 5.15% | 3.92% |
| 3 Year | - | 13.19% |
| 5 Year | - | 12.25% |
Rolling Lumpsum Returns
| Scheme Name | UTI Balanced Advantage Fund - Regular (G) | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 10.61% | 8.63% |
| 3 Year | - | 10.55% |
| 5 Year | - | 10.25% |
Risk Management
| Scheme Name | UTI Balanced Advantage Fund - Regular (G) | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 7.58% |
| Sharp | - | 0.91% |
| 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 | 35.25 | 36.86 |
| Large Cap | 55.52 | 54.94 |
| Mid Cap | 5.06 | 5.37 |
| Small Cap | 4.17 | 2.84 |
Sector Allocation
| Scheme Name |
UTI Balanced Advantage Fund - Regular (G) |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 31.78 | 32.11 |
| Energy | 4.59 | 7.26 |
| Technology | 7.08 | 7.07 |
| Consumer Defensive | 5.39 | 3.25 |
| Industrials | 4.49 | 7.13 |
| Basic Materials | 4.19 | 3.57 |
| Healthcare | 3.5 | 5.67 |
| Financial Services | 25.52 | 22.96 |
| Consumer Cyclical | 7.37 | 5.44 |
| Communication Services | 4.48 | 2.4 |
| Utilities | 1.6 | 2.56 |
| Real Estate | - | 0.57 |
Top Comparisons
SBI Magnum Low Duration Fund - Regular Plan - Growth
3Y Returns7.01%
Aditya Birla Sun Life Low Duration Fund - Growth Plan
3Y Returns6.9%
Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option
3Y Returns15.1%
Motilal Oswal Asset Allocation FOF- C- Regular Growth
3Y Returns12.49%
Bandhan Bond Fund Income Plan Regular-Growth
3Y Returns5.84%
Nippon India Nivesh Lakshya Long Duration Fund- Growth Option
3Y Returns8.7%
ICICI Prudential Multicap Fund - Growth
3Y Returns20.03%
Nippon India Multi Cap Fund-Growth Plan-Bonus Option
3Y Returns25.99%
