UTI vs Aditya Birla Sun Life Balanced Advantage Fund compare
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
Invest NowUTI Balanced Advantage Fund - Regular (G)
Invest NowChart Comparison
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 | Very High | Very High |
Asset Size (Cr) | ₹7267 Cr | ₹2865 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹1000 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 25 Apr 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 | 1.79 | 1.89 |
Manager | Lovelish Solanki | Sachin Trivedi |
ISIN Code | INF084M01AB8 | INF789F1AYT7 |
Exits Load | Exit load of 0.25%, if redeemed within 7 days./365 | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365 |
Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | UTI Balanced Advantage Fund - Regular (G) |
---|---|---|
1 Month | 3.34% | 1.32% |
6 Month | 15.33% | 10.63% |
1 Year | 22.71% | 21.15% |
3 Year | 12.17% | - |
5 Year | 14.34% | - |
Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | UTI Balanced Advantage Fund - Regular (G) |
---|---|---|
6 Month | - | - |
1 Year | 10.37% | 7.99% |
3 Year | 23.8% | 7.99% |
5 Year | 42.23% | 7.99% |
Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | UTI Balanced Advantage Fund - Regular (G) |
---|---|---|
1 Year | 13.79% | 9.41% |
3 Year | 32.93% | 9.41% |
5 Year | 45.24% | 9.41% |
Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | UTI Balanced Advantage Fund - Regular (G) |
---|---|---|
Standard Deviation | 6.2% | - |
Sharp | 0.78% | - |
Beta | 0.89% | - |
Alpha | 2.26% | - |
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Get Free Experts GuidanceScheme 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 |
Fund Manage | 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 | 23.54 | 34.2 |
Large Cap | 47.16 | 58.17 |
Mid Cap | 7.19 | 5.13 |
Small Cap | 3.17 | 2.5 |
Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
UTI Balanced Advantage Fund - Regular (G) |
---|---|---|
Others | 18.04 | 17.61 |
Capital Goods | 1.95 | 1.81 |
Financial | 19.29 | 36.39 |
Consumer Staples | 5.1 | 2.19 |
Automobile | 4.27 | 5.08 |
Materials | 2.42 | 1.58 |
Healthcare | 2.88 | 2.72 |
Energy | 6.43 | 4.46 |
Consumer Discretionary | 1.45 | 1.96 |
Metals & Mining | 1.68 | 1.71 |
Technology | 4.01 | 5.58 |
Communication | 4.11 | 2.52 |
Services | 0.28 | 2.21 |
Construction | 2.06 | 2.3 |
Sovereign | 6.39 | 10.5 |
Chemicals | 0.25 | 0.32 |
Diversified | 0.45 | - |
Insurance | - | 1.06 |
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