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UTI vs Baroda BNP Paribas Balanced Advantage Fund compare

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tortoise-icon UTI Balanced Advantage Fund - Regular (G)

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tortoise-icon Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name UTI Balanced Advantage Fund - Regular (G) Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Fund UTI Balanced Advantage Fund - Regular (G) Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹2921 Cr ₹4078 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 10 Aug 2023 13 Nov 2018
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 % 173%
Expense Ratio 1.96 1.89
Manager Sachin Trivedi Miten Vora
ISIN Code INF789F1AYT7 INF955L01HC4
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 Data not available./365

Trailing Lumpsum Returns

Scheme Name UTI Balanced Advantage Fund - Regular (G) Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Month 3.7% 4.93%
6 Month 5.36% 3.84%
1 Year 11.81% 9.74%
3 Year - 16.42%
5 Year - 18.15%

SIP Return Analysis

Scheme Name UTI Balanced Advantage Fund - Regular (G) Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
6 Month 4.93% 5.24%
1 Year 10% 7.92%
3 Year - 14.8%
5 Year - 13.84%

Rolling Lumpsum Returns

Scheme Name UTI Balanced Advantage Fund - Regular (G) Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Year 18.51% 15.87%
3 Year - 14.5%
5 Year - 15.77%

Risk Management

Scheme Name UTI Balanced Advantage Fund - Regular (G) Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Standard Deviation - 10.009%
Sharp - 0.418%
Beta - -
Alpha - -

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Fund Managers

Scheme Name UTI Balanced Advantage Fund - Regular (G) Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Name Sachin Trivedi Miten Vora
Total AUM ₹7301 Cr ₹6478 Cr
Funds Managed 3 6
UTI Balanced Advantage Fund - Regular (G) Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

Market Cap

Scheme Name

UTI Balanced Advantage Fund - Regular (G)

Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

Others 33.97 31.15
Large Cap 57.94 42.99
Mid Cap 5.03 14.66
Small Cap 3.06 11.21

Sector Allocation

Scheme Name

UTI Balanced Advantage Fund - Regular (G)

Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

Others 33.97 26.01
Energy 3.89 7.58
Technology 7.9 7.73
Consumer Defensive 5.41 2.53
Industrials 3.95 12.94
Basic Materials 4.18 0.99
Healthcare 2.41 6.54
Financial Services 23.86 22.52
Consumer Cyclical 7.55 6.34
Real Estate 0.2 -
Communication Services 4.72 3.73
Utilities 1.98 3.08

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