UTI vs BANDHAN Balanced Advantage Fund Regular Plan Growth compare

BANDHAN Balanced Advantage Fund Regular Plan Growth

UTI Balanced Advantage Fund - Regular (G)

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	Moderately High	Very High
Asset Size (Cr)	₹2265 Cr	₹2865 Cr
Min Investment	₹1000	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	05 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	1.94	1.89
Manager	Ritika Behera	Sachin Trivedi
ISIN Code	INF194KA1UE8	INF789F1AYT7
Exits Load	Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365	Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	UTI Balanced Advantage Fund - Regular (G)
1 Month	1.53%	1.32%
6 Month	11.93%	10.63%
1 Year	21.27%	21.15%
3 Year	9.75%	-
5 Year	12.4%	-

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	UTI Balanced Advantage Fund - Regular (G)
6 Month	-	-
1 Year	8.96%	7.99%
3 Year	19.58%	7.99%
5 Year	33.63%	7.99%

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	UTI Balanced Advantage Fund - Regular (G)
1 Year	11.44%	9.41%
3 Year	26.27%	9.41%
5 Year	36.2%	9.41%

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	-16.01	34.2
Large Cap	62.25	58.17
Mid Cap	9.03	5.13
Small Cap	6.73	2.5

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	UTI Balanced Advantage Fund - Regular (G)
Others	-16.88	17.61
Automobiles	5.83	-
Telecom - Services	4.16	-
Petroleum Products	4.12	-
IT - Software	7.54	-
Cement & Cement Products	1.18	-
Construction	2.72	2.3
Ferrous Metals	1.22	-
Finance	9.41	-
Retailing	3.56	-
Diversified FMCG	2.62	-
Non - Ferrous Metals	0.55	-
Banks	13.15	-
Pharmaceuticals & Biotechnology	3.1	-
Auto Components	1.38	-
Industrial Manufacturing	0.36	-
Electrical Equipment	2.31	-
Personal Products	2.31	-
Transport Services	0.55	-
Gas	0.58	-
Beverages	1.93	-
Oil	0.56	-
Entertainment	0.4	-
Aerospace & Defense	0.63	-
Realty	1.7	-
Consumer Durables	0.67	-
Minerals & Mining	0.76	-
Food Products	0.39	-
Fertilizers & Agrochemicals	0.4	-
Chemicals & Petrochemicals	0.29	-
Power	1.66	-
Insurance	1.18	1.06
Leisure Services	0.36	-
Healthcare Services	0.77	-
Financial Technology (Fintech)	0.53	-
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