UTI vs ITI Balanced Advantage Fund Regular compare
ITI Balanced Advantage Fund Regular - Growth
UTI Balanced Advantage Fund - Regular (G)
Chart 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 | 0.64% | 1.32% |
| 6 Month | 7.83% | 10.63% |
| 1 Year | 25.95% | 21.15% |
| 3 Year | 12.18% | - |
| 5 Year | - | - |
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 8.19% | 7.99% |
| 3 Year | 19.99% | 7.99% |
| 5 Year | 29.14% | 7.99% |
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| 1 Year | 11.04% | 9.41% |
| 3 Year | 26.26% | 9.41% |
| 5 Year | 33.52% | 9.41% |
| 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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| 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 | 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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