UTI vs ICICI Prudential Balanced Advantage Fund compare
ICICI Prudential Balanced Advantage Fund - Growth
UTI Balanced Advantage Fund - Regular (G)
Chart 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 | -2.66% | 1.32% |
| 6 Month | 6.85% | 10.63% |
| 1 Year | 21.03% | 21.15% |
| 3 Year | 12.25% | - |
| 5 Year | 13.16% | - |
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| 6 Month | 5.69% | - |
| 1 Year | 11.33% | 7.99% |
| 3 Year | 28.39% | 7.99% |
| 5 Year | 48.8% | 7.99% |
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| 1 Year | 11.04% | 20.6% |
| 3 Year | 11.78% | - |
| 5 Year | 12.32% | - |
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| Standard Deviation | 4.42% | - |
| Sharp | 1.33% | - |
| Beta | 0.12% | - |
| Alpha | 5.32% | - |
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| Scheme 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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