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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) | ₹3203 Cr | ₹4748 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 |
Trailing Lumpsum Returns
| Scheme Name | UTI Balanced Advantage Fund - Regular (G) | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 1 Month | -1.58% | -1.55% |
| 6 Month | 1.91% | 1.14% |
| 1 Year | 7.68% | 10.19% |
| 3 Year | - | 14.19% |
| 5 Year | - | 12.15% |
SIP Return Analysis
| Scheme Name | UTI Balanced Advantage Fund - Regular (G) | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 6 Month | -1.19% | -1.63% |
| 1 Year | 2.34% | 2.92% |
| 3 Year | - | 9.5% |
| 5 Year | - | 11.01% |
Rolling Lumpsum Returns
| Scheme Name | UTI Balanced Advantage Fund - Regular (G) | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 1 Year | 9.07% | 13.07% |
| 3 Year | - | 14.39% |
| 5 Year | - | 15.56% |
Risk Management
| Scheme Name | UTI Balanced Advantage Fund - Regular (G) | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Standard Deviation | - | 8.78% |
| Sharp | - | 0.9% |
| Beta | - | 1.29% |
| Alpha | - | 1.58% |
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 | 34.37 | 31.46 |
| Large Cap | 58.83 | 41.95 |
| Mid Cap | 4.27 | 18.6 |
| Small Cap | 2.53 | 8 |
Sector Allocation
| Scheme Name |
UTI Balanced Advantage Fund - Regular (G) |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Others | 30.28 | 23.56 |
| Energy | 5.02 | 5.02 |
| Technology | 7.91 | 6.67 |
| Consumer Defensive | 4.08 | 7.02 |
| Industrials | 4.77 | 10.1 |
| Basic Materials | 3.96 | 3.03 |
| Healthcare | 2.76 | 5.48 |
| Financial Services | 25.96 | 21.44 |
| Consumer Cyclical | 9.25 | 12.24 |
| Communication Services | 4.94 | 2.66 |
| Utilities | 1.08 | 1.04 |
| Real Estate | - | 1.74 |
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