UTI vs Baroda BNP Paribas Balanced Advantage Fund compare

UTI Balanced Advantage Fund - Regular (G)

Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

Overview

Scheme Name	UTI Balanced Advantage Fund - Regular (G)	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Fund	UTI Balanced Advantage Fund - Regular (G)	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹2865 Cr	₹3969 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	10 Aug 2023	04 Nov 2018
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	%	173%
Expense Ratio	1.89	1.88
Manager	Sachin Trivedi	Miten Vora
ISIN Code	INF789F1AYT7	INF955L01HC4
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 1 year./365

Scheme Name	UTI Balanced Advantage Fund - Regular (G)	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Month	1.32%	1.5%
6 Month	10.63%	12.26%
1 Year	21.15%	27.11%
3 Year	-	14.58%
5 Year	-	17.45%

Scheme Name	UTI Balanced Advantage Fund - Regular (G)	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
6 Month	-	6.05%
1 Year	7.99%	10.7%
3 Year	7.99%	10.7%
5 Year	7.99%	10.7%

Scheme Name	UTI Balanced Advantage Fund - Regular (G)	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Year	9.41%	16.71%
3 Year	9.41%	39.46%
5 Year	9.41%	54.94%

Scheme Name	UTI Balanced Advantage Fund - Regular (G)	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Standard Deviation	-	8.78%
Sharp	-	0.89%
Beta	-	1.12%
Alpha	-	2.8%

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Scheme Name	UTI Balanced Advantage Fund - Regular (G)	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Name	Sachin Trivedi	Miten Vora
Total AUM	₹7301 Cr	₹6478 Cr
Fund Manage	3	6
	UTI Balanced Advantage Fund - Regular (G)	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

Scheme Name	UTI Balanced Advantage Fund - Regular (G)	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Others	34.2	11.57
Large Cap	58.17	48.87
Mid Cap	5.13	12.12
Small Cap	2.5	6.47

Scheme Name	UTI Balanced Advantage Fund - Regular (G)	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Others	17.61	8.39
Healthcare	2.72	-
Insurance	1.06	-
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	5.05
Sovereign	10.5	-
Chemicals	0.32	-
Petroleum Products	-	5.61
IT - Software	-	4.09
Industrial Manufacturing	-	1.21
Banks	-	18.22
Pharmaceuticals & Biotechnology	-	3.69
Non - Ferrous Metals	-	0.03
Electrical Equipment	-	1.87
Realty	-	1.28
Transport Services	-	1.18
Capital Markets	-	1.56
Finance	-	1.92
Telecom - Services	-	3.28
Automobiles	-	2
Consumer Durables	-	2.27
Retailing	-	2.82
Power	-	4.49
Ferrous Metals	-	1.83
Food Products	-	0.9
Aerospace & Defense	-	2.12
Oil	-	0.91
Industrial Products	-	1.92
Auto Components	-	0.34
Financial Technology (Fintech)	-	0.53
Leisure Services	-	0.15
Healthcare Services	-	0.69
Beverages	-	0.68