- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
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) | ₹3191 Cr | ₹3810 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 | -0.34% | -0.6% |
| 6 Month | 1.69% | 1.99% |
| 1 Year | 7.96% | 6.15% |
| 3 Year | - | 14.36% |
| 5 Year | - | 11.66% |
SIP Return Analysis
| Scheme Name | UTI Balanced Advantage Fund - Regular (G) | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.46% | 2.5% |
| 1 Year | 9.9% | 9.43% |
| 3 Year | - | 12.67% |
| 5 Year | - | 12.26% |
Rolling Lumpsum Returns
| Scheme Name | UTI Balanced Advantage Fund - Regular (G) | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 10.2% | 7.93% |
| 3 Year | - | 10.9% |
| 5 Year | - | 10.7% |
Risk Management
| Scheme Name | UTI Balanced Advantage Fund - Regular (G) | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 7.47% |
| Sharp | - | 0.90% |
| Beta | - | 1.06% |
| Alpha | - | 1.82% |
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 | 33.04 | 35.01 |
| Large Cap | 59.29 | 57.06 |
| Mid Cap | 4.77 | 5.16 |
| Small Cap | 2.9 | 2.77 |
Sector Allocation
| Scheme Name |
UTI Balanced Advantage Fund - Regular (G) |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 29.09 | 28.65 |
| Energy | 4.99 | 6.73 |
| Technology | 8.18 | 9.23 |
| Consumer Defensive | 4.09 | 4.69 |
| Industrials | 4.67 | 7.6 |
| Basic Materials | 3.95 | 3.51 |
| Healthcare | 2.89 | 5.03 |
| Financial Services | 26.58 | 21.62 |
| Consumer Cyclical | 9.54 | 7.12 |
| Communication Services | 4.95 | 2.15 |
| Utilities | 1.07 | 2.18 |
| Real Estate | - | 1.5 |
Top Comparisons
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
3Y Returns5.78%
HSBC Medium Duration Fund - Regular Growth
3Y Returns7.66%
Franklin India Balanced Advantage Fund- Growth
3Y Returns12.51%
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
3Y Returns%
SBI Large & MIDCap Fund- Regular Plan -Growth
3Y Returns17.74%
Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option
3Y Returns17.39%
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
3Y Returns22.79%
Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth
3Y Returns13.19%
