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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) | ₹394 Cr | ₹3067 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 | 1.26% | 1.08% |
| 6 Month | 5.32% | 4.15% |
| 1 Year | 3.81% | 5.94% |
| 3 Year | 11.35% | - |
| 5 Year | 10.96% | - |
SIP Return Analysis
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| 6 Month | 2.62% | 2.79% |
| 1 Year | 9.23% | 10.82% |
| 3 Year | 10.46% | - |
| 5 Year | 9.98% | - |
Rolling Lumpsum Returns
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| 1 Year | 10.73% | 10.2% |
| 3 Year | 10.37% | - |
| 5 Year | 10.91% | - |
Risk Management
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| Standard Deviation | 7.24% | - |
| Sharp | 0.66% | - |
| Beta | 0.96% | - |
| Alpha | -0.12% | - |
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 | 43.84 | 34.81 |
| Large Cap | 42.99 | 57.6 |
| Small Cap | 6.96 | 3.33 |
| Mid Cap | 6.22 | 4.25 |
Sector Allocation
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| Others | 39.93 | 30.78 |
| Energy | 4.59 | 4.51 |
| Technology | 7.86 | 7.32 |
| Consumer Cyclical | 9.97 | 9.3 |
| Industrials | 3.72 | 4.73 |
| Financial Services | 20.69 | 24.58 |
| Healthcare | 2.96 | 3.23 |
| Consumer Defensive | 0.5 | 5.02 |
| Utilities | 2.91 | 1.34 |
| Basic Materials | 2.98 | 4.1 |
| Communication Services | 3.91 | 5.09 |
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