UTI vs ITI Balanced Advantage Fund Regular compare

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ITI Balanced Advantage Fund Regular - Growth

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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 Risk	Very High Risk
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

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	UTI Balanced Advantage Fund - Regular (G)
1 Month	-0.63%	-0.17%
6 Month	-3.19%	-1.33%
1 Year	3.03%	8.18%
3 Year	7.95%	-
5 Year	5.84%	-

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	UTI Balanced Advantage Fund - Regular (G)
6 Month	-	-
1 Year	-2.23%	2.29%
3 Year	10.13%	-
5 Year	10%	-

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	UTI Balanced Advantage Fund - Regular (G)
1 Year	13.49%	18.51%
3 Year	10.1%	-
5 Year	6.27%	-

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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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)

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	UTI Balanced Advantage Fund - Regular (G)
Others	15.23	34.2
Large Cap	58.44	58.17
Small Cap	3.87	2.5
Mid Cap	3.53	5.13

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	UTI Balanced Advantage Fund - Regular (G)
Others	15.23	17.61
Telecom - Services	3.76	-
Petroleum Products	4.6	-
Electrical Equipment	2.78	-
IT - Software	7.25	-
Construction	1.38	2.3
Non - Ferrous Metals	0.83	-
Banks	14.36	-
Pharmaceuticals & Biotechnology	2.75	-
Ferrous Metals	0.81	-
Automobiles	2.06	-
Insurance	4.66	1.06
Diversified FMCG	2.36	-
Agricultural Food & other Products	0.46	-
Realty	0.35	-
Consumer Durables	1.86	-
Industrial Products	3.33	-
Finance	0.97	-
Financial Technology (Fintech)	1.35	-
Metals & Minerals Trading	1	-
Healthcare Services	0.53	-
Cement & Cement Products	0.99	-
Power	4.45	-
Retailing	1.86	-
Capital Markets	1.09	-
Healthcare	-	2.72
Automobile	-	5.08
Consumer Staples	-	2.19
Materials	-	1.58
Technology	-	5.58
Services	-	2.21
Financial	-	36.39
Metals & Mining	-	1.71
Consumer Discretionary	-	1.96
Capital Goods	-	1.81
Energy	-	4.46
Communication	-	2.52
Sovereign	-	10.5
Chemicals	-	0.32