UTI vs BANDHAN Balanced Advantage Fund Regular Plan Growth compare

BANDHAN Balanced Advantage Fund Regular Plan Growth

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UTI Balanced Advantage Fund - Regular (G)

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Overview

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	UTI Balanced Advantage Fund - Regular (G)
Fund	BANDHAN Balanced Advantage Fund Regular Plan Growth	UTI Balanced Advantage Fund - Regular (G)
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹2268 Cr	₹2978 Cr
Min Investment	₹1000	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	10 Oct 2014	10 Aug 2023
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	2.01	1.91
Manager	Ritika Behera	Sachin Trivedi
ISIN Code	INF194KA1UE8	INF789F1AYT7
Exits Load	Bandhan Balanced Advantage Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	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

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	UTI Balanced Advantage Fund - Regular (G)
1 Month	2.15%	0.7%
6 Month	4.64%	3.76%
1 Year	15.06%	11.95%
3 Year	9.26%	-
5 Year	10.97%	-

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	UTI Balanced Advantage Fund - Regular (G)
6 Month	-	-
1 Year	12.47%	9.16%
3 Year	13.46%	-
5 Year	12.1%	-

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	UTI Balanced Advantage Fund - Regular (G)
1 Year	8.89%	20.41%
3 Year	8.51%	-
5 Year	8.42%	-

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	UTI Balanced Advantage Fund - Regular (G)
Standard Deviation	6.89%	-
Sharp	0.48%	-
Beta	0.84%	-
Alpha	-0.51%	-

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Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	UTI Balanced Advantage Fund - Regular (G)
Name	Ritika Behera	Sachin Trivedi
Total AUM	₹43013 Cr	₹7301 Cr
Fund Manage	19	3
	BANDHAN Balanced Advantage Fund Regular Plan Growth	UTI Balanced Advantage Fund - Regular (G)

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	UTI Balanced Advantage Fund - Regular (G)
Others	-21.01	34.2
Large Cap	64.36	58.17
Small Cap	8.27	2.5
Mid Cap	9.73	5.13

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	UTI Balanced Advantage Fund - Regular (G)
Others	-21.01	17.61
Telecom - Services	3.83	-
Realty	1.43	-
Petroleum Products	3.2	-
IT - Software	9.6	-
Capital Markets	0.92	-
Cement & Cement Products	1.03	-
Construction	2.69	2.3
Ferrous Metals	0.85	-
Retailing	4.71	-
Finance	8.63	-
Diversified FMCG	2.42	-
Banks	14.55	-
Pharmaceuticals & Biotechnology	4.45	-
Auto Components	1.27	-
Industrial Manufacturing	0.37	-
Electrical Equipment	1.73	-
Automobiles	4.93	-
Personal Products	1.39	-
Transport Services	0.78	-
Gas	0.53	-
Beverages	2.55	-
Diversified Metals	1.19	-
Oil	0.29	-
Entertainment	0.1	-
Aerospace & Defense	0.59	-
Consumer Durables	0.64	-
Healthcare Services	2.19	-
Food Products	0.11	-
Power	1.74	-
Chemicals & Petrochemicals	0.37	-
Fertilizers & Agrochemicals	0.47	-
Insurance	1.42	1.06
Leisure Services	0.37	-
Financial Technology (Fintech)	1.02	-
Healthcare	-	2.72
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
Sovereign	-	10.5
Chemicals	-	0.32