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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 | - |
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