UTI vs HDFC Balanced Advantage Fund compare
HDFC Balanced Advantage Fund - Growth Plan
UTI Balanced Advantage Fund - Regular (G)
Chart Comparison
Overview
Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | UTI Balanced Advantage Fund - Regular (G) |
---|---|---|
Fund | HDFC Balanced Advantage Fund - Growth Plan | UTI Balanced Advantage Fund - Regular (G) |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹94251 Cr | ₹2921 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 - Growth Plan | UTI Balanced Advantage Fund - Regular (G) |
---|---|---|
1 Month | 4.54% | 3.7% |
6 Month | 4.41% | 5.36% |
1 Year | 9.39% | 11.81% |
3 Year | 22.9% | - |
5 Year | 27.02% | - |
SIP Return Analysis
Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | UTI Balanced Advantage Fund - Regular (G) |
---|---|---|
6 Month | 1.72% | 2.22% |
1 Year | 0.61% | 4.71% |
3 Year | 17.09% | - |
5 Year | 19.8% | - |
Rolling Lumpsum Returns
Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | UTI Balanced Advantage Fund - Regular (G) |
---|---|---|
1 Year | 18.17% | 18.51% |
3 Year | 15.89% | - |
5 Year | 14.91% | - |
Risk Management
Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | UTI Balanced Advantage Fund - Regular (G) |
---|---|---|
Standard Deviation | 9.701% | - |
Sharp | 1.207% | - |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | 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 - Growth Plan | UTI Balanced Advantage Fund - Regular (G) |
Market Cap
Scheme Name |
HDFC Balanced Advantage Fund - Growth Plan |
UTI Balanced Advantage Fund - Regular (G) |
---|---|---|
Others | 45.54 | 33.97 |
Large Cap | 52.58 | 57.94 |
Small Cap | 6.1 | 3.06 |
Mid Cap | 6.45 | 5.03 |
Sector Allocation
Scheme Name |
HDFC Balanced Advantage Fund - Growth Plan |
UTI Balanced Advantage Fund - Regular (G) |
---|---|---|
Others | 43.92 | 33.97 |
Communication Services | 2.71 | 4.72 |
Energy | 7.4 | 3.89 |
Technology | 5.37 | 7.9 |
Industrials | 8.87 | 3.95 |
Basic Materials | 2 | 4.18 |
Financial Services | 22.36 | 23.86 |
Consumer Cyclical | 5.5 | 7.55 |
Consumer Defensive | 2.65 | 5.41 |
Real Estate | 1.44 | 0.2 |
Healthcare | 4.17 | 2.41 |
Utilities | 4.3 | 1.98 |
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