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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) | ₹3004 Cr | ₹4424 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 | -0.71% | -2.67% |
| 6 Month | 7.88% | 11.74% |
| 1 Year | 3.16% | 1.25% |
| 3 Year | - | 13.58% |
| 5 Year | - | 13.48% |
SIP Return Analysis
| Scheme Name | UTI Balanced Advantage Fund - Regular (G) | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 6 Month | 1.3% | 2.21% |
| 1 Year | 6.31% | 7.73% |
| 3 Year | - | 13.36% |
| 5 Year | - | 13.07% |
Rolling Lumpsum Returns
| Scheme Name | UTI Balanced Advantage Fund - Regular (G) | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 1 Year | 10.61% | 14.36% |
| 3 Year | - | 14.5% |
| 5 Year | - | 15.98% |
Risk Management
| Scheme Name | UTI Balanced Advantage Fund - Regular (G) | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Standard Deviation | - | 9.22% |
| Sharp | - | 0.88% |
| 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 | 35.25 | 33.32 |
| Large Cap | 55.52 | 40.3 |
| Mid Cap | 5.06 | 15.9 |
| Small Cap | 4.17 | 10.48 |
Sector Allocation
| Scheme Name |
UTI Balanced Advantage Fund - Regular (G) |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Others | 31.78 | 23.44 |
| Energy | 4.59 | 5.49 |
| Technology | 7.08 | 5.23 |
| Consumer Defensive | 5.39 | 3.66 |
| Industrials | 4.49 | 10.58 |
| Basic Materials | 4.19 | 1.38 |
| Healthcare | 3.5 | 6.74 |
| Financial Services | 25.52 | 25.87 |
| Consumer Cyclical | 7.37 | 7.88 |
| Communication Services | 4.48 | 4.64 |
| Utilities | 1.6 | 1.42 |
| Real Estate | - | 3.67 |
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