UTI vs ICICI Prudential Balanced Advantage Fund compare
ICICI Prudential Balanced Advantage Fund - Growth
Invest NowUTI Balanced Advantage Fund - Regular (G)
Invest NowChart Comparison
Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | UTI Balanced Advantage Fund - Regular (G) |
---|---|---|
Fund | ICICI Prudential Balanced Advantage Fund - Growth | UTI Balanced Advantage Fund - Regular (G) |
Investment Plan | Growth | Growth |
Level of Risk | High | Very High |
Asset Size (Cr) | ₹58543 Cr | ₹2865 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 01 Dec 2006 | 10 Aug 2023 |
Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Hybrid 50+50 Moderate TRI | NIFTY 50 Hybrid Composite debt 50:50 Index |
Turn Over | 16% | % |
Expense Ratio | 1.47 | 1.89 |
Manager | Sharmila D'mello | Sachin Trivedi |
ISIN Code | INF109K01BH2 | INF789F1AYT7 |
Exits Load | Exit Load for units in excess of 30% of the investment,1% will be charged for redemption within 1 year./365 | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365 |
Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | UTI Balanced Advantage Fund - Regular (G) |
---|---|---|
1 Month | 2.19% | 1.32% |
6 Month | 11.67% | 10.63% |
1 Year | 21.74% | 21.15% |
3 Year | 13.66% | - |
5 Year | 15.13% | - |
Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | UTI Balanced Advantage Fund - Regular (G) |
---|---|---|
6 Month | - | - |
1 Year | 9.74% | 7.99% |
3 Year | 24.56% | 7.99% |
5 Year | 44.49% | 7.99% |
Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | UTI Balanced Advantage Fund - Regular (G) |
---|---|---|
1 Year | 14.04% | 9.41% |
3 Year | 34.6% | 9.41% |
5 Year | 46.27% | 9.41% |
Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | UTI Balanced Advantage Fund - Regular (G) |
---|---|---|
Standard Deviation | 4.42% | - |
Sharp | 1.36% | - |
Beta | 0.61% | - |
Alpha | 4.51% | - |
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Get Free Experts GuidanceScheme Name | ICICI Prudential Balanced Advantage Fund - Growth | UTI Balanced Advantage Fund - Regular (G) |
---|---|---|
Name | Sharmila D'mello | Sachin Trivedi |
Total AUM | ₹354743 Cr | ₹7301 Cr |
Fund Manage | 35 | 3 |
ICICI Prudential Balanced Advantage Fund - Growth | UTI Balanced Advantage Fund - Regular (G) |
Scheme Name |
ICICI Prudential Balanced Advantage Fund - Growth |
UTI Balanced Advantage Fund - Regular (G) |
---|---|---|
Others | 20.3 | 34.2 |
Large Cap | 53.94 | 58.17 |
Mid Cap | 4.87 | 5.13 |
Small Cap | 0.42 | 2.5 |
Scheme Name |
ICICI Prudential Balanced Advantage Fund - Growth |
UTI Balanced Advantage Fund - Regular (G) |
---|---|---|
Others | 17.86 | 17.61 |
Financial | 12.79 | 36.39 |
Healthcare | 2.52 | 2.72 |
Services | 0.29 | 2.21 |
Energy | 4.88 | 4.46 |
Consumer Staples | 3.44 | 2.19 |
Automobile | 10.24 | 5.08 |
Construction | 2.71 | 2.3 |
Materials | 1.78 | 1.58 |
Technology | 4.16 | 5.58 |
Consumer Discretionary | 0.71 | 1.96 |
Metals & Mining | 0.4 | 1.71 |
Communication | 2.98 | 2.52 |
Sovereign | 12.61 | 10.5 |
Capital Goods | 0.8 | 1.81 |
Insurance | 0.12 | 1.06 |
Chemicals | 1.24 | 0.32 |
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