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 | Very High |
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 | 3.91% | 5.89% |
6 Month | -3.04% | -5.72% |
1 Year | 8.6% | 5.47% |
3 Year | - | 11.4% |
5 Year | - | 18.58% |
SIP Return Analysis
Scheme Name | UTI Balanced Advantage Fund - Regular (G) | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
6 Month | 0.25% | -2% |
1 Year | 3.02% | -1.99% |
3 Year | - | 12.59% |
5 Year | - | 12.93% |
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 | - | 10.009% |
Sharp | - | 0.418% |
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 |
Funds Managed | 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 | 33.97 | 31.15 |
Large Cap | 57.94 | 42.99 |
Mid Cap | 5.03 | 14.66 |
Small Cap | 3.06 | 11.21 |
Sector Allocation
Scheme Name |
UTI Balanced Advantage Fund - Regular (G) |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
Others | 33.97 | 26.01 |
Energy | 3.89 | 7.58 |
Technology | 7.9 | 7.73 |
Consumer Defensive | 5.41 | 2.53 |
Industrials | 3.95 | 12.94 |
Basic Materials | 4.18 | 0.99 |
Healthcare | 2.41 | 6.54 |
Financial Services | 23.86 | 22.52 |
Consumer Cyclical | 7.55 | 6.34 |
Real Estate | 0.2 | - |
Communication Services | 4.72 | 3.73 |
Utilities | 1.98 | 3.08 |
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