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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) | ₹3000 Cr | ₹3489 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 | 2.42% | 1.78% |
| 6 Month | 9.56% | 7.8% |
| 1 Year | 3.55% | 2.27% |
| 3 Year | - | 13.92% |
| 5 Year | - | 13.26% |
SIP Return Analysis
| Scheme Name | UTI Balanced Advantage Fund - Regular (G) | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.45% | 1.77% |
| 1 Year | 9.15% | 6.76% |
| 3 Year | - | 13.5% |
| 5 Year | - | 12.39% |
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 | - | 7.64% |
| Sharp | - | 0.76% |
| 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 | 35.35 | 36.15 |
| Large Cap | 56.54 | 55.89 |
| Mid Cap | 4.12 | 5.43 |
| Small Cap | 3.99 | 2.53 |
Sector Allocation
| Scheme Name |
UTI Balanced Advantage Fund - Regular (G) |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 31.89 | 30.96 |
| Energy | 4.53 | 6.94 |
| Technology | 7.35 | 8.11 |
| Consumer Defensive | 5.59 | 4.16 |
| Industrials | 4.15 | 7.49 |
| Basic Materials | 4.18 | 3.62 |
| Healthcare | 3.41 | 5.4 |
| Financial Services | 23.95 | 21.75 |
| Consumer Cyclical | 8.98 | 5.81 |
| Communication Services | 4.41 | 2.21 |
| Utilities | 1.57 | 2.51 |
| Real Estate | - | 1.05 |
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