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 | 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 |
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| 1 Month | -3.25% | -1.37% |
| 6 Month | -1.85% | 0.07% |
| 1 Year | 7.44% | 9.39% |
| 3 Year | 7.68% | - |
| 5 Year | 5.91% | - |
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 2.35% | 5.27% |
| 3 Year | 11.66% | - |
| 5 Year | - | - |
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| 1 Year | 13.77% | 20.41% |
| 3 Year | 10.27% | - |
| 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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| 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 |
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