UTI vs HDFC Balanced Advantage Fund compare

Link copied to clipboard!

HDFC Balanced Advantage Fund Regular Growth

Invest Now

UTI Balanced Advantage Fund - Regular (G)

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹102790 Cr	₹3036 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

Scheme Name	HDFC Balanced Advantage Fund Regular Growth	UTI Balanced Advantage Fund - Regular (G)
1 Month	-1.44%	-1.33%
6 Month	6.63%	5.71%
1 Year	1.25%	5.51%
3 Year	20.09%	-
5 Year	24.11%	-

Scheme Name	HDFC Balanced Advantage Fund Regular Growth	UTI Balanced Advantage Fund - Regular (G)
6 Month	3.3%	2.67%
1 Year	6.49%	7.17%
3 Year	17.08%	-
5 Year	19.63%	-

Scheme Name	HDFC Balanced Advantage Fund Regular Growth	UTI Balanced Advantage Fund - Regular (G)
1 Year	17.82%	11.65%
3 Year	16.09%	-
5 Year	15.02%	-

Scheme Name	HDFC Balanced Advantage Fund Regular Growth	UTI Balanced Advantage Fund - Regular (G)
Standard Deviation	9.41%	-
Sharp	1.60%	-
Beta	-	-
Alpha	-	-

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

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)

Scheme Name	HDFC Balanced Advantage Fund Regular Growth	UTI Balanced Advantage Fund - Regular (G)
Others	34.65	35.9
Large Cap	51.91	55.97
Small Cap	6.09	3.34
Mid Cap	7.35	4.79

Scheme Name	HDFC Balanced Advantage Fund Regular Growth	UTI Balanced Advantage Fund - Regular (G)
Others	31.87	32.46
Communication Services	3.6	5
Basic Materials	1.95	3.59
Energy	7.41	4.82
Technology	5.85	7.39
Industrials	8.45	4.08
Consumer Defensive	2.62	5.32
Financial Services	22.17	25.82
Consumer Cyclical	6.25	7.09
Real Estate	1.44	-
Healthcare	4.09	2.56
Utilities	4.3	1.88