UTI vs ITI Balanced Advantage Fund Regular compare

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)	₹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	2.22%	2.24%
6 Month	5.1%	4.53%
1 Year	4.45%	7.3%
3 Year	11.58%	-
5 Year	11.43%	-

SIP Return Analysis

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	UTI Balanced Advantage Fund - Regular (G)
6 Month	0.13%	0.51%
1 Year	4.12%	6.13%
3 Year	8.8%	-
5 Year	9.03%	-

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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