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UTI vs Baroda BNP Paribas Balanced Advantage Fund compare
UTI Balanced Advantage Fund - Regular (G)
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Chart Comparison
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) | ₹3067 Cr | ₹4362 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 | 1.44% | 2.17% |
| 6 Month | 4.59% | 6.79% |
| 1 Year | 6.78% | 7.04% |
| 3 Year | - | 14.69% |
| 5 Year | - | 13.98% |
SIP Return Analysis
| Scheme Name | UTI Balanced Advantage Fund - Regular (G) | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 6 Month | 2.14% | 2.26% |
| 1 Year | 10.39% | 12.09% |
| 3 Year | - | 13.26% |
| 5 Year | - | 12.96% |
Rolling Lumpsum Returns
| Scheme Name | UTI Balanced Advantage Fund - Regular (G) | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 1 Year | 10.2% | 13.93% |
| 3 Year | - | 14.44% |
| 5 Year | - | 15.82% |
Risk Management
| Scheme Name | UTI Balanced Advantage Fund - Regular (G) | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Standard Deviation | - | 9.31% |
| Sharp | - | 0.75% |
| Beta | - | - |
| Alpha | - | - |
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 | 34.81 | 25.79 |
| Large Cap | 57.6 | 44.65 |
| Mid Cap | 4.25 | 19.6 |
| Small Cap | 3.33 | 9.95 |
Sector Allocation
| Scheme Name |
UTI Balanced Advantage Fund - Regular (G) |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Others | 30.78 | 16.05 |
| Energy | 4.51 | 5.26 |
| Technology | 7.32 | 5.93 |
| Consumer Defensive | 5.02 | 6.04 |
| Industrials | 4.73 | 10.2 |
| Basic Materials | 4.1 | 3.03 |
| Healthcare | 3.23 | 6.09 |
| Financial Services | 24.58 | 25.86 |
| Consumer Cyclical | 9.3 | 11.56 |
| Communication Services | 5.09 | 4.31 |
| Utilities | 1.34 | 1.49 |
| Real Estate | - | 4.19 |
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