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
Chart Comparison
| 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 | -2.25% | -2.92% |
| 6 Month | 5.87% | 5.24% |
| 1 Year | 16.52% | 20.23% |
| 3 Year | - | 11.98% |
| 5 Year | - | 15.65% |
| Scheme Name | UTI Balanced Advantage Fund - Regular (G) | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 6 Month | - | 6.05% |
| 1 Year | 13.59% | 15.07% |
| 3 Year | - | 17.16% |
| 5 Year | - | 16.28% |
| Scheme Name | UTI Balanced Advantage Fund - Regular (G) | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 1 Year | 20.41% | 15.8% |
| 3 Year | - | 14.68% |
| 5 Year | - | 15.75% |
| 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 |
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