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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
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 Risk | Very High Risk |
| Asset Size (Cr) | ₹2921 Cr | ₹4078 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 10 Aug 2023 | 13 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 | 1.96 | 1.89 |
| Manager | Sachin Trivedi | Miten Vora |
| ISIN Code | INF789F1AYT7 | INF955L01HC4 |
| 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 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | UTI Balanced Advantage Fund - Regular (G) | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 1 Month | -0.17% | -2.9% |
| 6 Month | -1.33% | -5.83% |
| 1 Year | 8.18% | 5.14% |
| 3 Year | - | 11.35% |
| 5 Year | - | 13.9% |
SIP Return Analysis
| Scheme Name | UTI Balanced Advantage Fund - Regular (G) | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 6 Month | - | 6.05% |
| 1 Year | 3.26% | -5.17% |
| 3 Year | - | 10.75% |
| 5 Year | - | 12.19% |
Rolling Lumpsum Returns
| Scheme Name | UTI Balanced Advantage Fund - Regular (G) | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 1 Year | 18.51% | 15.87% |
| 3 Year | - | 14.5% |
| 5 Year | - | 15.77% |
Risk Management
| Scheme Name | UTI Balanced Advantage Fund - Regular (G) | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Standard Deviation | - | 9.305% |
| Sharp | - | 0.603% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| 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 |
Market Cap
| Scheme Name |
UTI Balanced Advantage Fund - Regular (G) |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Others | 34.2 | 35.61 |
| Large Cap | 58.17 | 44.53 |
| Mid Cap | 5.13 | 12.78 |
| Small Cap | 2.5 | 16.17 |
Sector Allocation
| Scheme Name |
UTI Balanced Advantage Fund - Regular (G) |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Others | 17.61 | 35.61 |
| 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 | 5.79 |
| Sovereign | 10.5 | - |
| Chemicals | 0.32 | - |
| Petroleum Products | - | 6.14 |
| Electrical Equipment | - | 3.08 |
| IT - Software | - | 5.94 |
| Industrial Manufacturing | - | 2.25 |
| Banks | - | 13.81 |
| Diversified FMCG | - | 0.17 |
| Pharmaceuticals & Biotechnology | - | 4.13 |
| Non - Ferrous Metals | - | 0.35 |
| Realty | - | 1.37 |
| Miscellaneous | - | 0.86 |
| Personal Products | - | 0.55 |
| Finance | - | 2.11 |
| IT - Services | - | 0.49 |
| Automobiles | - | 0.91 |
| Consumer Durables | - | 1.35 |
| Retailing | - | 4.12 |
| Power | - | 5.63 |
| Chemicals & Petrochemicals | - | 0.52 |
| Food Products | - | 0.27 |
| Aerospace & Defense | - | 2.03 |
| Oil | - | 0.57 |
| Industrial Products | - | 1.67 |
| Household Products | - | 0.54 |
| Auto Components | - | 1.8 |
| Telecom - Services | - | 1.96 |
| Financial Technology (Fintech) | - | 1.64 |
| Capital Markets | - | 1.03 |
| Transport Services | - | 0.54 |
| Leisure Services | - | 0.24 |
| Healthcare Services | - | 0.75 |
| Beverages | - | 0.87 |
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