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UTI vs HDFC Balanced Advantage Fund compare
HDFC Balanced Advantage Fund Regular Growth
UTI Balanced Advantage Fund - Regular (G)
Chart Comparison
Overview
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| Fund | HDFC Balanced Advantage Fund Regular Growth | UTI Balanced Advantage Fund - Regular (G) |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹107971 Cr | ₹3191 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 11 Sep 2000 | 10 Aug 2023 |
| 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 | 21.38% | % |
| Expense Ratio | 1.35 | 1.96 |
| Manager | Anil Bamboli | Sachin Trivedi |
| ISIN Code | INF179K01830 | INF789F1AYT7 |
| Exits Load | HDFC Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| 1 Month | -1.07% | 0.07% |
| 6 Month | 2.66% | 3.35% |
| 1 Year | 4.76% | 6.62% |
| 3 Year | 17.36% | - |
| 5 Year | 19.49% | - |
SIP Return Analysis
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| 6 Month | 1.98% | 2.59% |
| 1 Year | 11.25% | 11.48% |
| 3 Year | 14.21% | - |
| 5 Year | 16.96% | - |
Rolling Lumpsum Returns
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| 1 Year | 17.35% | 10.2% |
| 3 Year | 16.32% | - |
| 5 Year | 15.11% | - |
Risk Management
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| Standard Deviation | 8.69% | - |
| Sharp | 1.18% | - |
| Beta | 1.16% | - |
| Alpha | 4.92% | - |
Fund Managers
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| Name | Anil Bamboli | Sachin Trivedi |
| Total AUM | ₹135442 Cr | ₹7301 Cr |
| Funds Managed | 12 | 3 |
| HDFC Balanced Advantage Fund Regular Growth | UTI Balanced Advantage Fund - Regular (G) |
Market Cap
| Scheme Name |
HDFC Balanced Advantage Fund Regular Growth |
UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| Others | 33.92 | 33.04 |
| Large Cap | 53.76 | 59.29 |
| Small Cap | 5.26 | 2.9 |
| Mid Cap | 7.06 | 4.77 |
Sector Allocation
| Scheme Name |
HDFC Balanced Advantage Fund Regular Growth |
UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| Others | 29.67 | 29.09 |
| Communication Services | 3.62 | 4.95 |
| Energy | 7.59 | 4.99 |
| Technology | 6.11 | 8.18 |
| Industrials | 7.82 | 4.67 |
| Financial Services | 23.67 | 26.58 |
| Basic Materials | 2.16 | 3.95 |
| Consumer Cyclical | 6.89 | 9.54 |
| Consumer Defensive | 2.53 | 4.09 |
| Healthcare | 4.18 | 2.89 |
| Real Estate | 1.83 | - |
| Utilities | 3.93 | 1.07 |
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