UTI vs ITI Balanced Advantage Fund Regular compare

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ITI Balanced Advantage Fund Regular - Growth

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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	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)	₹395 Cr	₹2959 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

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	UTI Balanced Advantage Fund - Regular (G)
1 Month	1.81%	2.41%
6 Month	2.2%	5.48%
1 Year	4.79%	8.46%
3 Year	13.05%	-
5 Year	11.32%	-

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	UTI Balanced Advantage Fund - Regular (G)
6 Month	5.6%	6.07%
1 Year	8.44%	12.09%
3 Year	12.3%	-
5 Year	10.97%	-

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	UTI Balanced Advantage Fund - Regular (G)
1 Year	11.89%	11.65%
3 Year	10.04%	-
5 Year	8.23%	-

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	UTI Balanced Advantage Fund - Regular (G)
Standard Deviation	7.31%	-
Sharp	0.68%	-
Beta	-	-
Alpha	-	-

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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)

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	UTI Balanced Advantage Fund - Regular (G)
Others	35.61	32.96
Large Cap	53.84	59.83
Small Cap	4.95	2.96
Mid Cap	5.6	4.26

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	UTI Balanced Advantage Fund - Regular (G)
Others	33.7	32.31
Energy	5.17	4.68
Industrials	2.95	4.07
Technology	13.19	7.23
Consumer Cyclical	9.97	7.36
Financial Services	21.72	25.29
Basic Materials	4.06	3.83
Healthcare	0.87	2.4
Consumer Defensive	3.39	5.74
Real Estate	0	-
Communication Services	3.21	5.17
Utilities	1.76	1.91