UTI vs HDFC Balanced Advantage Fund compare

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HDFC Balanced Advantage Fund - Growth Plan

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UTI Balanced Advantage Fund - Regular (G)

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Chart Comparison

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

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

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	UTI Balanced Advantage Fund - Regular (G)
1 Month	2.4%	2.49%
6 Month	0.03%	2.46%
1 Year	7.27%	10.36%
3 Year	20%	-
5 Year	24.94%	-

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	UTI Balanced Advantage Fund - Regular (G)
6 Month	2.19%	2.82%
1 Year	1.49%	5.81%
3 Year	18.39%	-
5 Year	20.82%	-

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%	-

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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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)

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

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