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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) ₹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

Trailing Lumpsum Returns

Scheme Name ITI Balanced Advantage Fund Regular - Growth UTI Balanced Advantage Fund - Regular (G)
1 Month 2% 3.22%
6 Month -6.39% -3.69%
1 Year 2.45% 7.85%
3 Year 8.46% -
5 Year 13.37% -

SIP Return Analysis

Scheme Name ITI Balanced Advantage Fund Regular - Growth UTI Balanced Advantage Fund - Regular (G)
6 Month -1.92% 0.25%
1 Year -2.28% 3.02%
3 Year 10.54% -
5 Year 10% -

Rolling Lumpsum Returns

Scheme Name ITI Balanced Advantage Fund Regular - Growth UTI Balanced Advantage Fund - Regular (G)
1 Year 13.11% 18.51%
3 Year 10.01% -
5 Year 6.18% -

Risk Management

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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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
Funds Managed 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 35.82 33.97
Large Cap 54.6 57.94
Mid Cap 4.68 5.03
Small Cap 4.9 3.06

Sector Allocation

Scheme Name

ITI Balanced Advantage Fund Regular - Growth

UTI Balanced Advantage Fund - Regular (G)

Others 34.87 33.97
Communication Services 3.81 4.72
Energy 5.19 3.89
Industrials 4.19 3.95
Technology 8.86 7.9
Basic Materials 4.99 4.18
Financial Services 23.69 23.86
Healthcare 3.62 2.41
Consumer Cyclical 5.96 7.55
Consumer Defensive 2.65 5.41
Real Estate 0.32 0.2
Utilities 1.85 1.98

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