UTI vs Baroda BNP Paribas Balanced Advantage Fund compare

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UTI Balanced Advantage Fund - Regular (G)

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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)	₹3161 Cr	₹4545 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹500	₹250
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

Scheme Name	UTI Balanced Advantage Fund - Regular (G)	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Month	1.42%	0.32%
6 Month	4.6%	3.8%
1 Year	6.48%	4.78%
3 Year	-	13.57%
5 Year	-	12.7%

Scheme Name	UTI Balanced Advantage Fund - Regular (G)	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
6 Month	3.13%	2.9%
1 Year	12.29%	14.23%
3 Year	-	12.95%
5 Year	-	12.81%

Scheme Name	UTI Balanced Advantage Fund - Regular (G)	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Year	10.2%	13.35%
3 Year	-	14.42%
5 Year	-	15.66%

Scheme Name	UTI Balanced Advantage Fund - Regular (G)	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Standard Deviation	-	9.35%
Sharp	-	0.75%
Beta	-	1.30%
Alpha	-	1.10%

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

Scheme Name	UTI Balanced Advantage Fund - Regular (G)	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Others	33.72	26.46
Large Cap	59.04	44.7
Mid Cap	4.26	19.52
Small Cap	2.97	9.32

Scheme Name	UTI Balanced Advantage Fund - Regular (G)	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Others	29.73	16.89
Energy	4.73	4.98
Technology	7.37	7.15
Consumer Defensive	4.93	5.98
Industrials	4.74	11.01
Basic Materials	4.23	3.23
Healthcare	2.92	5.04
Financial Services	26.19	24.68
Consumer Cyclical	9.05	11.92
Communication Services	4.92	4.29
Utilities	1.2	1.12
Real Estate	-	3.72