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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) | ₹103041 Cr | ₹3067 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 | 2.5% | 2.24% |
| 6 Month | 5.79% | 4.53% |
| 1 Year | 5.74% | 7.3% |
| 3 Year | 18.59% | - |
| 5 Year | 24.4% | - |
SIP Return Analysis
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| 6 Month | 0.55% | 0.51% |
| 1 Year | 6.85% | 6.13% |
| 3 Year | 13.65% | - |
| 5 Year | 16.92% | - |
Rolling Lumpsum Returns
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| 1 Year | 17.32% | 10.2% |
| 3 Year | 16.26% | - |
| 5 Year | 15.12% | - |
Risk Management
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| Standard Deviation | 8.75% | - |
| Sharp | 1.26% | - |
| Beta | 1.16% | - |
| Alpha | 5.14% | - |
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 | 34.5 | 34.81 |
| Large Cap | 52.86 | 57.6 |
| Small Cap | 5.81 | 3.33 |
| Mid Cap | 6.83 | 4.25 |
Sector Allocation
| Scheme Name |
HDFC Balanced Advantage Fund Regular Growth |
UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| Others | 31.65 | 30.78 |
| Communication Services | 3.42 | 5.09 |
| Energy | 7.23 | 4.51 |
| Technology | 5.36 | 7.32 |
| Industrials | 7.96 | 4.73 |
| Consumer Defensive | 2.64 | 5.02 |
| Financial Services | 22.86 | 24.58 |
| Basic Materials | 2.31 | 4.1 |
| Consumer Cyclical | 6.76 | 9.3 |
| Healthcare | 4.04 | 3.23 |
| Real Estate | 1.55 | - |
| Utilities | 4.21 | 1.34 |
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