UTI vs Axis Balanced Advantage Fund compare

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UTI Balanced Advantage Fund - Regular (G)

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Axis Balanced Advantage Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

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 Risk	Very High Risk
Asset Size (Cr)	₹2921 Cr	₹2652 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	1.96	2
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	-0.17%	-1.26%
6 Month	-1.33%	-2.24%
1 Year	8.18%	10.4%
3 Year	-	11.77%
5 Year	-	10.95%

Scheme Name	UTI Balanced Advantage Fund - Regular (G)	Axis Balanced Advantage Fund - Regular Plan - Growth
6 Month	-	-
1 Year	2.29%	2.68%
3 Year	-	13.84%
5 Year	-	12.75%

Scheme Name	UTI Balanced Advantage Fund - Regular (G)	Axis Balanced Advantage Fund - Regular Plan - Growth
1 Year	18.51%	8.22%
3 Year	-	9.95%
5 Year	-	8.8%

Scheme Name	UTI Balanced Advantage Fund - Regular (G)	Axis Balanced Advantage Fund - Regular Plan - Growth
Standard Deviation	-	7.81%
Sharp	-	0.721%
Beta	-	-
Alpha	-	-

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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