UTI vs ITI Balanced Advantage Fund Regular compare
ITI Balanced Advantage Fund Regular - Growth
Invest NowUTI Balanced Advantage Fund - Regular (G)
Invest NowChart Comparison
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) | ₹369 Cr | ₹2865 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 31 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 | 2.36 | 1.89 |
Manager | Vikrant Mehta | Sachin Trivedi |
ISIN Code | INF00XX01655 | INF789F1AYT7 |
Exits Load | Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 3 months./365 | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365 |
Scheme Name | ITI Balanced Advantage Fund Regular - Growth | UTI Balanced Advantage Fund - Regular (G) |
---|---|---|
1 Month | -2.82% | -2.45% |
6 Month | 4.38% | 5.65% |
1 Year | 18.79% | 16.29% |
3 Year | 8.41% | - |
5 Year | - | - |
Scheme Name | ITI Balanced Advantage Fund Regular - Growth | UTI Balanced Advantage Fund - Regular (G) |
---|---|---|
6 Month | - | - |
1 Year | 11.79% | 13.59% |
3 Year | 13.82% | - |
5 Year | - | - |
Scheme Name | ITI Balanced Advantage Fund Regular - Growth | UTI Balanced Advantage Fund - Regular (G) |
---|---|---|
1 Year | 13.31% | 20.41% |
3 Year | 10.37% | - |
5 Year | - | - |
Scheme Name | ITI Balanced Advantage Fund Regular - Growth | UTI Balanced Advantage Fund - Regular (G) |
---|---|---|
Standard Deviation | 7.14% | - |
Sharp | 0.66% | - |
Beta | 0.76% | - |
Alpha | 1.36% | - |
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Get Free Experts GuidanceScheme Name | ITI Balanced Advantage Fund Regular - Growth | UTI Balanced Advantage Fund - Regular (G) |
---|---|---|
Name | Vikrant Mehta | Sachin Trivedi |
Total AUM | ₹698 Cr | ₹7301 Cr |
Fund Manage | 8 | 3 |
ITI Balanced Advantage Fund Regular - Growth | UTI Balanced Advantage Fund - Regular (G) |
Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
UTI Balanced Advantage Fund - Regular (G) |
---|---|---|
Others | 37.92 | 34.2 |
Large Cap | 53.68 | 58.17 |
Mid Cap | 3.99 | 5.13 |
Small Cap | 4.42 | 2.5 |
Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
UTI Balanced Advantage Fund - Regular (G) |
---|---|---|
Others | 17.11 | 17.61 |
Financial | 32.89 | 36.39 |
Communication | 6.98 | 2.52 |
Capital Goods | 1.93 | 1.81 |
Services | 8.43 | 2.21 |
Consumer Staples | 0.53 | 2.19 |
Construction | 1.48 | 2.3 |
Automobile | 0 | 5.08 |
Energy | 8.06 | 4.46 |
Consumer Discretionary | 3.02 | 1.96 |
Metals & Mining | 1.15 | 1.71 |
Technology | 4.34 | 5.58 |
Sovereign | 4.24 | 10.5 |
Healthcare | 6.01 | 2.72 |
Materials | 0.51 | 1.58 |
Insurance | 3.33 | 1.06 |
Chemicals | - | 0.32 |
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