UTI vs HDFC Balanced Advantage Fund compare

Overview

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	UTI Balanced Advantage Fund - Regular (G)
Fund	HDFC Balanced Advantage Fund - Growth Plan	UTI Balanced Advantage Fund - Regular (G)
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹94866 Cr	₹2978 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	11 Sep 2000	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	21.38%	%
Expense Ratio	1.35	1.91
Manager	Anil Bamboli	Sachin Trivedi
ISIN Code	INF179K01830	INF789F1AYT7
Exits Load	HDFC Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	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

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	UTI Balanced Advantage Fund - Regular (G)
1 Month	0.88%	-0.03%
6 Month	2.11%	3.59%
1 Year	18.54%	12.34%
3 Year	22.59%	-
5 Year	20.03%	-

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	UTI Balanced Advantage Fund - Regular (G)
6 Month	-	-
1 Year	10.12%	9.16%
3 Year	22.88%	-
5 Year	23.82%	-

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	UTI Balanced Advantage Fund - Regular (G)
1 Year	18.18%	20.41%
3 Year	15.79%	-
5 Year	14.82%	-

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	UTI Balanced Advantage Fund - Regular (G)
Standard Deviation	9.4%	-
Sharp	1.72%	-
Beta	0.99%	-
Alpha	11.94%	-

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Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	UTI Balanced Advantage Fund - Regular (G)
Name	Anil Bamboli	Sachin Trivedi
Total AUM	₹135442 Cr	₹7301 Cr
Fund Manage	12	3
	HDFC Balanced Advantage Fund - Growth Plan	UTI Balanced Advantage Fund - Regular (G)

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	UTI Balanced Advantage Fund - Regular (G)
Others	46.37	34.2
Large Cap	54.24	58.17
Small Cap	7.04	2.5
Mid Cap	6.84	5.13

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	UTI Balanced Advantage Fund - Regular (G)
Others	46.37	17.61
Telecom - Services	2.55	-
Petroleum Products	4.95	-
Electrical Equipment	0.68	-
IT - Software	4.29	-
Pharmaceuticals & Biotechnology	4.04	-
Industrial Manufacturing	1.49	-
Cement & Cement Products	0.19	-
Transport Services	0.53	-
Construction	4.24	2.3
Finance	4.25	-
Ferrous Metals	0.49	-
Consumer Durables	0.31	-
Banks	18.34	-
Diversified FMCG	2.77	-
Non - Ferrous Metals	0.12	-
Realty	1.36	-
Agricultural, Commercial & Construction Vehicles	0.65	-
Leisure Services	0.06	-
Automobiles	3.27	-
Aerospace & Defense	1.44	-
Power	4.23	-
Insurance	0.84	1.06
Personal Products	0.01	-
Gas	0.78	-
Agricultural Food & other Products	0.04	-
Diversified Metals	0.02	-
Oil	0.26	-
Food Products	0.08	-
Entertainment	0.11	-
Industrial Products	0.34	-
Auto Components	0.88	-
Chemicals & Petrochemicals	0.37	-
Capital Markets	0.1	-
Metals & Minerals Trading	0.1	-
Healthcare Services	0.23	-
Transport Infrastructure	0.87	-
Consumable Fuels	2.66	-
Financial Technology (Fintech)	0.05	-
Minerals & Mining	0.01	-
Fertilizers & Agrochemicals	0.09	-
Retailing	0.03	-
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