UTI vs Axis Balanced Advantage Fund compare
UTI Balanced Advantage Fund - Regular (G)
Axis Balanced Advantage Fund - Regular Plan - Growth
Chart Comparison
| Scheme Name | UTI Balanced Advantage Fund - Regular (G) | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Fund | UTI Balanced Advantage Fund - Regular (G) | Axis Balanced Advantage Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2865 Cr | ₹2323 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 10 Aug 2023 | 07 Aug 2017 |
| 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 | % | 24% |
| Expense Ratio | 1.89 | 2.03 |
| Manager | Sachin Trivedi | Hardik Shah |
| ISIN Code | INF789F1AYT7 | INF846K01A52 |
| Exits Load | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365 | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365 |
| Scheme Name | UTI Balanced Advantage Fund - Regular (G) | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 1.32% | 1.45% |
| 6 Month | 10.63% | 14.11% |
| 1 Year | 21.15% | 30.3% |
| 3 Year | - | 13.03% |
| 5 Year | - | 13.14% |
| Scheme Name | UTI Balanced Advantage Fund - Regular (G) | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 7.99% | 12.57% |
| 3 Year | 7.99% | 26.75% |
| 5 Year | 7.99% | 41.86% |
| Scheme Name | UTI Balanced Advantage Fund - Regular (G) | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 9.41% | 12.56% |
| 3 Year | 9.41% | 32.12% |
| 5 Year | 9.41% | 45.81% |
| Scheme Name | UTI Balanced Advantage Fund - Regular (G) | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 7.39% |
| Sharp | - | 0.89% |
| Beta | - | 0.98% |
| Alpha | - | 2.31% |
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| Scheme Name | UTI Balanced Advantage Fund - Regular (G) | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Name | Sachin Trivedi | Hardik Shah |
| Total AUM | ₹7301 Cr | ₹0 Cr |
| Fund Manage | 3 | 12 |
| UTI Balanced Advantage Fund - Regular (G) | Axis Balanced Advantage Fund - Regular Plan - Growth |
| Scheme Name |
UTI Balanced Advantage Fund - Regular (G) |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 34.2 | 35.88 |
| Large Cap | 58.17 | 51.36 |
| Mid Cap | 5.13 | 7.43 |
| Small Cap | 2.5 | 5.34 |
| Scheme Name |
UTI Balanced Advantage Fund - Regular (G) |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 17.61 | 9.94 |
| Healthcare | 2.72 | 5.51 |
| Insurance | 1.06 | 2.43 |
| Automobile | 5.08 | 6.85 |
| Consumer Staples | 2.19 | 3.53 |
| Materials | 1.58 | 1.96 |
| Technology | 5.58 | 4.95 |
| Services | 2.21 | 1.28 |
| Financial | 36.39 | 28.95 |
| Metals & Mining | 1.71 | 1.01 |
| Consumer Discretionary | 1.96 | - |
| Capital Goods | 1.81 | 4.12 |
| Energy | 4.46 | 7.6 |
| Communication | 2.52 | 4.05 |
| Construction | 2.3 | 3.68 |
| Sovereign | 10.5 | 11.61 |
| Chemicals | 0.32 | 2.54 |
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