- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
UTI vs ITI Balanced Advantage Fund Regular compare
ITI Balanced Advantage Fund Regular - Growth
UTI Balanced Advantage Fund - Regular (G)
Chart Comparison
Overview
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| Fund | ITI Balanced Advantage Fund Regular - Growth | UTI Balanced Advantage Fund - Regular (G) |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹399 Cr | ₹3191 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 30 Dec 2019 | 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 | % | % |
| Expense Ratio | 2.37 | 1.96 |
| Manager | Vikrant Mehta | Sachin Trivedi |
| ISIN Code | INF00XX01655 | INF789F1AYT7 |
| Exits Load | ITI Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 90 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 | ITI Balanced Advantage Fund Regular - Growth | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| 1 Month | 0.72% | 0.55% |
| 6 Month | 3.08% | 3.91% |
| 1 Year | 4.9% | 8.67% |
| 3 Year | 12.02% | - |
| 5 Year | 10.79% | - |
SIP Return Analysis
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| 6 Month | 0.67% | 1.6% |
| 1 Year | 7.11% | 9.12% |
| 3 Year | 9.58% | - |
| 5 Year | 9.62% | - |
Rolling Lumpsum Returns
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| 1 Year | 9.81% | 10.2% |
| 3 Year | 10.58% | - |
| 5 Year | 10.98% | - |
Risk Management
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| Standard Deviation | 7.19% | - |
| Sharp | 0.59% | - |
| Beta | 0.96% | - |
| Alpha | -0.20% | - |
Fund Managers
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| Name | Vikrant Mehta | Sachin Trivedi |
| Total AUM | ₹698 Cr | ₹7301 Cr |
| Funds Managed | 8 | 3 |
| ITI Balanced Advantage Fund Regular - Growth | UTI Balanced Advantage Fund - Regular (G) |
Market Cap
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| Others | 35.95 | 33.04 |
| Large Cap | 44.97 | 59.29 |
| Small Cap | 9.37 | 2.9 |
| Mid Cap | 9.71 | 4.77 |
Sector Allocation
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| Others | 28.41 | 29.09 |
| Energy | 6.52 | 4.99 |
| Technology | 10.06 | 8.18 |
| Consumer Cyclical | 7.96 | 9.54 |
| Industrials | 3.4 | 4.67 |
| Financial Services | 24.87 | 26.58 |
| Healthcare | 5.55 | 2.89 |
| Consumer Defensive | 0.51 | 4.09 |
| Utilities | 1.33 | 1.07 |
| Basic Materials | 5.58 | 3.95 |
| Communication Services | 4.34 | 4.95 |
| Real Estate | 1.46 | - |
Top Comparisons
Franklin India Banking & PSU Debt Fund - Growth
3Y Returns7.42%
HDFC Banking and PSU Debt Fund - Growth Option
3Y Returns7.32%
Kotak Large & Midcap Fund - Growth
3Y Returns20.33%
HDFC Large and Mid Cap Fund - Growth Option
3Y Returns21.72%
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option
3Y Returns16.47%
HSBC Multi Asset Active FOF - Growth
3Y Returns16.66%
Sundaram Overnight Fund Regular Plan - Growth
3Y Returns6.3%
Baroda BNP Paribas Overnight Fund - Regular Plan - Growth
3Y Returns6.34%
