UTI vs ITI Balanced Advantage Fund Regular compare

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tortoise-icon ITI Balanced Advantage Fund Regular - Growth

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tortoise-icon UTI Balanced Advantage Fund - Regular (G)

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹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

Trailing Lumpsum Returns

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 - -

SIP Return Analysis

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 - -

Rolling Lumpsum Returns

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 - -

Risk Management

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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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
Fund Manage 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 37.92 34.2
Large Cap 53.68 58.17
Mid Cap 3.99 5.13
Small Cap 4.42 2.5

Sector Allocation

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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