Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

UTI vs ITI Balanced Advantage Fund Regular compare

Link copied to clipboard!

tortoise-icon ITI Balanced Advantage Fund Regular - Growth

Invest Now

tortoise-icon UTI Balanced Advantage Fund - Regular (G)

Invest Now

Chart Comparison

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

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) ₹378 Cr ₹2921 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 1.41% 2.49%
6 Month -0.59% 2.46%
1 Year 3.76% 10.36%
3 Year 10.49% -
5 Year 10.06% -

SIP Return Analysis

Scheme Name ITI Balanced Advantage Fund Regular - Growth UTI Balanced Advantage Fund - Regular (G)
6 Month 0.86% 2.82%
1 Year 0.31% 5.81%
3 Year 11.03% -
5 Year 10.27% -

Rolling Lumpsum Returns

Scheme Name ITI Balanced Advantage Fund Regular - Growth UTI Balanced Advantage Fund - Regular (G)
1 Year 13.11% 18.51%
3 Year 10.01% -
5 Year 6.18% -

Risk Management

Scheme Name ITI Balanced Advantage Fund Regular - Growth UTI Balanced Advantage Fund - Regular (G)
Standard Deviation 7.494% -
Sharp 0.221% -
Beta - -
Alpha - -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 35.82 33.97
Large Cap 54.6 57.94
Mid Cap 4.68 5.03
Small Cap 4.9 3.06

Sector Allocation

Scheme Name

ITI Balanced Advantage Fund Regular - Growth

UTI Balanced Advantage Fund - Regular (G)

Others 34.87 33.97
Communication Services 3.81 4.72
Energy 5.19 3.89
Industrials 4.19 3.95
Technology 8.86 7.9
Basic Materials 4.99 4.18
Financial Services 23.69 23.86
Healthcare 3.62 2.41
Consumer Cyclical 5.96 7.55
Consumer Defensive 2.65 5.41
Real Estate 0.32 0.2
Utilities 1.85 1.98

Top Comparisons

ICICI Prudential Gilt Fund - Growth ICICI Prudential Gilt Fund - Growth

3Y Returns8.39%

VS

UTI - Gilt Fund - Regular Plan - Growth Option UTI - Gilt Fund - Regular Plan - Growth Option

3Y Returns7.91%

Compare Now

Kotak Flexicap Fund - Growth Kotak Flexicap Fund - Growth

3Y Returns15.92%

VS

UTI Flexi Cap Fund - Growth Option UTI Flexi Cap Fund - Growth Option

3Y Returns9.09%

Compare Now

ICICI Prudential Balanced Advantage Fund - Growth ICICI Prudential Balanced Advantage Fund - Growth

3Y Returns12.95%

VS

Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

3Y Returns11.83%

Compare Now

ICICI Prudential Short Term Fund - Growth Option ICICI Prudential Short Term Fund - Growth Option

3Y Returns7.59%

VS

HSBC Short Duration Fund - Regular Growth HSBC Short Duration Fund - Regular Growth

3Y Returns6.65%

Compare Now
Add to Cart Successfully