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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) | ₹101080 Cr | ₹3000 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 | 1.19% | 1.65% |
| 6 Month | 9.93% | 9.12% |
| 1 Year | 1.64% | 4.23% |
| 3 Year | 18.07% | - |
| 5 Year | 23.41% | - |
SIP Return Analysis
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| 6 Month | 2.01% | 2.45% |
| 1 Year | 8.02% | 9.15% |
| 3 Year | 15.55% | - |
| 5 Year | 18.21% | - |
Rolling Lumpsum Returns
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| 1 Year | 17.49% | 10.61% |
| 3 Year | 16.2% | - |
| 5 Year | 15.09% | - |
Risk Management
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| Standard Deviation | 9.18% | - |
| Sharp | 1.14% | - |
| Beta | - | - |
| Alpha | - | - |
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 | 35.76 | 35.25 |
| Large Cap | 51.34 | 55.52 |
| Small Cap | 5.79 | 4.17 |
| Mid Cap | 7.11 | 5.06 |
Sector Allocation
| Scheme Name |
HDFC Balanced Advantage Fund Regular Growth |
UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| Others | 33.05 | 31.78 |
| Communication Services | 3.53 | 4.48 |
| Energy | 6.92 | 4.59 |
| Technology | 5.83 | 7.08 |
| Industrials | 8.06 | 4.49 |
| Consumer Defensive | 2.72 | 5.39 |
| Financial Services | 21.59 | 25.52 |
| Basic Materials | 2.04 | 4.19 |
| Consumer Cyclical | 6.36 | 7.37 |
| Real Estate | 1.5 | - |
| Healthcare | 4.2 | 3.5 |
| Utilities | 4.21 | 1.6 |
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