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) | ₹2978 Cr | ₹2547 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 10 Aug 2023 | 01 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 | 1.91 | 2.01 |
| Manager | Sachin Trivedi | Hardik Shah |
| ISIN Code | INF789F1AYT7 | INF846K01A52 |
| Exits Load | 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 | Axis Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
| Scheme Name | UTI Balanced Advantage Fund - Regular (G) | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.7% | 1.2% |
| 6 Month | 3.76% | 5.36% |
| 1 Year | 11.95% | 18.86% |
| 3 Year | - | 12.26% |
| 5 Year | - | 12.28% |
| Scheme Name | UTI Balanced Advantage Fund - Regular (G) | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 9.16% | 14.35% |
| 3 Year | - | 17.2% |
| 5 Year | - | 14.68% |
| Scheme Name | UTI Balanced Advantage Fund - Regular (G) | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 20.41% | 7.63% |
| 3 Year | - | 9.65% |
| 5 Year | - | 8.02% |
| 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 | 18.35 |
| Large Cap | 58.17 | 53.62 |
| Mid Cap | 5.13 | 8.15 |
| Small Cap | 2.5 | 6.52 |
| Scheme Name |
UTI Balanced Advantage Fund - Regular (G) |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 17.61 | 18.35 |
| Healthcare | 2.72 | - |
| Insurance | 1.06 | 2.9 |
| Automobile | 5.08 | - |
| Consumer Staples | 2.19 | - |
| Materials | 1.58 | - |
| Technology | 5.58 | - |
| Services | 2.21 | - |
| Financial | 36.39 | - |
| Metals & Mining | 1.71 | - |
| Consumer Discretionary | 1.96 | - |
| Capital Goods | 1.81 | - |
| Energy | 4.46 | - |
| Communication | 2.52 | - |
| Construction | 2.3 | 2.97 |
| Sovereign | 10.5 | - |
| Chemicals | 0.32 | - |
| Petroleum Products | - | 4.54 |
| IT - Software | - | 6.38 |
| Cement & Cement Products | - | 1.08 |
| Personal Products | - | 0.77 |
| Capital Markets | - | 0.02 |
| Healthcare Services | - | 1.63 |
| Banks | - | 14.48 |
| Diversified FMCG | - | 0.66 |
| Non - Ferrous Metals | - | 0.77 |
| Pharmaceuticals & Biotechnology | - | 4.91 |
| Aerospace & Defense | - | 0.99 |
| Auto Components | - | 0.45 |
| Electrical Equipment | - | 0.79 |
| Automobiles | - | 5.31 |
| Ferrous Metals | - | 0.19 |
| Finance | - | 4.42 |
| Gas | - | 0.14 |
| IT - Services | - | 0.08 |
| Agricultural Food & other Products | - | 0.64 |
| Diversified Metals | - | 0.46 |
| Oil | - | 0.54 |
| Food Products | - | 0.04 |
| Power | - | 2.35 |
| Consumer Durables | - | 0.22 |
| Industrial Products | - | 0.71 |
| Chemicals & Petrochemicals | - | 1.32 |
| Household Products | - | 0.73 |
| Telecom - Services | - | 2.46 |
| Consumable Fuels | - | 0.87 |
| Fertilizers & Agrochemicals | - | 0.8 |
| Industrial Manufacturing | - | 1.45 |
| Transport Services | - | 0.03 |
| Retailing | - | 0.65 |
| Leisure Services | - | 0.56 |
| Realty | - | 0.45 |
| Beverages | - | 0.53 |
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