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UTI vs HDFC Balanced Advantage Fund compare
HDFC Balanced Advantage Fund - Growth Plan
UTI Balanced Advantage Fund - Regular (G)
Chart Comparison
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) | ₹94251 Cr | ₹2921 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 | 1.96 |
| 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 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| 1 Month | -2.22% | -2.63% |
| 6 Month | -6.86% | -3.66% |
| 1 Year | 3.79% | 5.87% |
| 3 Year | 19.56% | - |
| 5 Year | 22.07% | - |
SIP Return Analysis
| Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| 6 Month | -4.69% | -3.29% |
| 1 Year | -7.08% | -2.31% |
| 3 Year | 15.88% | - |
| 5 Year | 19.7% | - |
Rolling Lumpsum Returns
| Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| 1 Year | 18.17% | 18.51% |
| 3 Year | 15.89% | - |
| 5 Year | 14.91% | - |
Risk Management
| Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| Standard Deviation | 9.701% | - |
| Sharp | 1.207% | - |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| 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) |
Market Cap
| Scheme Name |
HDFC Balanced Advantage Fund - Growth Plan |
UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| Others | 45.54421 | 33.96773 |
| Large Cap | 52.57627 | 57.94365 |
| Small Cap | 6.10149 | 3.05666 |
| Mid Cap | 6.44782 | 5.03198 |
Sector Allocation
| Scheme Name |
HDFC Balanced Advantage Fund - Growth Plan |
UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| Others | 43.91694 | 33.96773 |
| Communication Services | 2.70976 | 4.7198 |
| Energy | 7.40272 | 3.89457 |
| Technology | 5.36516 | 7.89703 |
| Industrials | 8.86547 | 3.94573 |
| Basic Materials | 2.00086 | 4.18097 |
| Financial Services | 22.35584 | 23.85701 |
| Consumer Cyclical | 5.49679 | 7.54503 |
| Consumer Defensive | 2.64599 | 5.4086 |
| Real Estate | 1.44274 | 0.19673 |
| Healthcare | 4.17206 | 2.41093 |
| Utilities | 4.29546 | 1.97589 |
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