UTI vs ITI Balanced Advantage Fund Regular compare
ITI Balanced Advantage Fund Regular - Growth
UTI Balanced Advantage Fund - Regular (G)
Chart Comparison
Overview
Scheme Name | ITI Balanced Advantage Fund Regular - Growth | UTI Balanced Advantage Fund - Regular (G) |
---|---|---|
Fund | ITI Balanced Advantage Fund Regular - Growth | UTI Balanced Advantage Fund - Regular (G) |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹378 Cr | ₹2921 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 30 Dec 2019 | 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 | % | % |
Expense Ratio | 2.37 | 1.96 |
Manager | Vikrant Mehta | Sachin Trivedi |
ISIN Code | INF00XX01655 | INF789F1AYT7 |
Exits Load | ITI Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 90 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 | ITI Balanced Advantage Fund Regular - Growth | UTI Balanced Advantage Fund - Regular (G) |
---|---|---|
1 Month | 2% | 3.22% |
6 Month | -6.39% | -3.69% |
1 Year | 2.45% | 7.85% |
3 Year | 8.46% | - |
5 Year | 13.37% | - |
SIP Return Analysis
Scheme Name | ITI Balanced Advantage Fund Regular - Growth | UTI Balanced Advantage Fund - Regular (G) |
---|---|---|
6 Month | -1.92% | 0.25% |
1 Year | -2.28% | 3.02% |
3 Year | 10.54% | - |
5 Year | 10% | - |
Rolling Lumpsum Returns
Scheme Name | ITI Balanced Advantage Fund Regular - Growth | UTI Balanced Advantage Fund - Regular (G) |
---|---|---|
1 Year | 13.11% | 18.51% |
3 Year | 10.01% | - |
5 Year | 6.18% | - |
Risk Management
Scheme Name | ITI Balanced Advantage Fund Regular - Growth | UTI Balanced Advantage Fund - Regular (G) |
---|---|---|
Standard Deviation | 7.494% | - |
Sharp | 0.221% | - |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | ITI Balanced Advantage Fund Regular - Growth | UTI Balanced Advantage Fund - Regular (G) |
---|---|---|
Name | Vikrant Mehta | Sachin Trivedi |
Total AUM | ₹698 Cr | ₹7301 Cr |
Funds Managed | 8 | 3 |
ITI Balanced Advantage Fund Regular - Growth | UTI Balanced Advantage Fund - Regular (G) |
Market Cap
Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
UTI Balanced Advantage Fund - Regular (G) |
---|---|---|
Others | 35.82 | 33.97 |
Large Cap | 54.6 | 57.94 |
Mid Cap | 4.68 | 5.03 |
Small Cap | 4.9 | 3.06 |
Sector Allocation
Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
UTI Balanced Advantage Fund - Regular (G) |
---|---|---|
Others | 34.87 | 33.97 |
Communication Services | 3.81 | 4.72 |
Energy | 5.19 | 3.89 |
Industrials | 4.19 | 3.95 |
Technology | 8.86 | 7.9 |
Basic Materials | 4.99 | 4.18 |
Financial Services | 23.69 | 23.86 |
Healthcare | 3.62 | 2.41 |
Consumer Cyclical | 5.96 | 7.55 |
Consumer Defensive | 2.65 | 5.41 |
Real Estate | 0.32 | 0.2 |
Utilities | 1.85 | 1.98 |
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