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 Moderately High Very High
Asset Size (Cr) ₹382 Cr ₹2978 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 1.91
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 1.34% 0.7%
6 Month 4.57% 3.76%
1 Year 13.57% 11.95%
3 Year 8.73% -
5 Year - -

SIP Return Analysis

Scheme Name ITI Balanced Advantage Fund Regular - Growth UTI Balanced Advantage Fund - Regular (G)
6 Month - -
1 Year 8.89% 9.16%
3 Year 13.7% -
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 15.23 34.2
Large Cap 58.44 58.17
Small Cap 3.87 2.5
Mid Cap 3.53 5.13

Sector Allocation

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

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