UTI vs Aditya Birla Sun Life Balanced Advantage Fund compare
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
UTI Balanced Advantage Fund - Regular (G)
Chart 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 | -3.75% | -1.51% |
| 6 Month | 7.33% | 8.58% |
| 1 Year | 19.39% | 19.21% |
| 3 Year | 10.11% | - |
| 5 Year | 12.54% | - |
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 14.17% | 13.59% |
| 3 Year | 14.84% | - |
| 5 Year | 14.06% | - |
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| 1 Year | 11.31% | 20.41% |
| 3 Year | 11.5% | - |
| 5 Year | 11.04% | - |
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| Standard Deviation | 6.2% | - |
| Sharp | 0.6% | - |
| Beta | 0.92% | - |
| Alpha | 2.01% | - |
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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 |
| 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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