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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) | ₹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 | 0.55% | -0.09% |
| 6 Month | 3.88% | 3.45% |
| 1 Year | 6.36% | 4.46% |
| 3 Year | - | 13.84% |
| 5 Year | - | 11.9% |
SIP Return Analysis
| Scheme Name | UTI Balanced Advantage Fund - Regular (G) | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.59% | 2.31% |
| 1 Year | 11.48% | 10.02% |
| 3 Year | - | 12.92% |
| 5 Year | - | 12.24% |
Rolling Lumpsum Returns
| Scheme Name | UTI Balanced Advantage Fund - Regular (G) | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 10.2% | 7.96% |
| 3 Year | - | 10.86% |
| 5 Year | - | 10.67% |
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 | 33.72 | 35.47 |
| Large Cap | 59.04 | 56.23 |
| Mid Cap | 4.26 | 5.53 |
| Small Cap | 2.97 | 2.77 |
Sector Allocation
| Scheme Name |
UTI Balanced Advantage Fund - Regular (G) |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 29.73 | 29.67 |
| Energy | 4.73 | 6.6 |
| Technology | 7.37 | 8.94 |
| Consumer Defensive | 4.93 | 4.52 |
| Industrials | 4.74 | 7.6 |
| Basic Materials | 4.23 | 3.78 |
| Healthcare | 2.92 | 4.99 |
| Financial Services | 26.19 | 21.52 |
| Consumer Cyclical | 9.05 | 6.35 |
| Communication Services | 4.92 | 2.16 |
| Utilities | 1.2 | 2.32 |
| Real Estate | - | 1.55 |
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