UTI vs Aditya Birla Sun Life Balanced Advantage Fund compare

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Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

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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	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	UTI Balanced Advantage Fund - Regular (G)
Fund	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	UTI Balanced Advantage Fund - Regular (G)
Investment Plan	Growth	Growth
Level of Risk	High	Very High
Asset Size (Cr)	₹7239 Cr	₹2921 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹1000	₹500
Min Addl Investment	₹100	₹1000
Launch Date	23 May 2000	10 Aug 2023
Category	Dynamic Asset Allocation	Dynamic Asset Allocation
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Hybrid 50+50 Moderate TRI	NIFTY 50 Hybrid Composite debt 50:50 Index
Turn Over	240%	%
Expense Ratio	1.8	1.96
Manager	Lovelish Solanki	Sachin Trivedi
ISIN Code	INF084M01AB8	INF789F1AYT7
Exits Load	Aditya Birla Sun Life Balanced Advantage Fund - Growth charges 0.25% of sell value; if fund sold before 7 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	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	UTI Balanced Advantage Fund - Regular (G)
1 Month	4.65%	4.57%
6 Month	-1.06%	0.25%
1 Year	10.97%	10.73%
3 Year	11.61%	-
5 Year	15.57%	-

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	UTI Balanced Advantage Fund - Regular (G)
6 Month	-0.6%	-0.25%
1 Year	-1.3%	0.77%
3 Year	10.58%	-
5 Year	11.02%	-

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	UTI Balanced Advantage Fund - Regular (G)
1 Year	11.38%	18.51%
3 Year	11.47%	-
5 Year	11.16%	-

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	UTI Balanced Advantage Fund - Regular (G)
Standard Deviation	6.2%	-
Sharp	0.51%	-
Beta	0.97%	-
Alpha	1.72%	-

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Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	UTI Balanced Advantage Fund - Regular (G)
Name	Lovelish Solanki	Sachin Trivedi
Total AUM	₹14756 Cr	₹7301 Cr
Funds Managed	2	3
	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	UTI Balanced Advantage Fund - Regular (G)

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	UTI Balanced Advantage Fund - Regular (G)
Others	24.06	33.97
Large Cap	48.66	57.94
Mid Cap	15.42	5.03
Small Cap	4.32	3.06

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	UTI Balanced Advantage Fund - Regular (G)
Others	19.59	33.97
Telecom - Services	1.65	-
Petroleum Products	4.64	-
Electrical Equipment	1.48	-
IT - Software	6	-
Cement & Cement Products	1.57	-
Personal Products	1.83	-
Construction	1.84	-
Finance	5.05	-
Retailing	2.5	-
Banks	14.92	-
Diversified FMCG	0.94	-
Pharmaceuticals & Biotechnology	3.48	-
Non - Ferrous Metals	1.56	-
Realty	2.67	-
Healthcare Services	0.96	-
Aerospace & Defense	0.28	-
Auto Components	3.04	-
Ferrous Metals	1.38	-
Automobiles	1.59	-
Industrial Products	1.44	-
Insurance	2.47	-
Consumer Durables	1.35	-
Transport Infrastructure	1.89	-
Diversified Metals	0.66	-
Oil	0.58	-
Power	2.26	-
Fertilizers & Agrochemicals	0.53	-
Leisure Services	0.4	-
Metals & Minerals Trading	0.13	-
Consumable Fuels	0.31	-
Minerals & Mining	0.58	-
Transport Services	0.66	-
Chemicals & Petrochemicals	0.83	-
Beverages	1.4	-
Energy	-	3.89
Technology	-	7.9
Consumer Defensive	-	5.41
Industrials	-	3.95
Basic Materials	-	4.18
Healthcare	-	2.41
Financial Services	-	23.86
Consumer Cyclical	-	7.55
Real Estate	-	0.2
Communication Services	-	4.72
Utilities	-	1.98