UTI vs Nippon India Balanced Advantage Fund compare

Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

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UTI Balanced Advantage Fund - Regular (G)

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Overview

Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	UTI Balanced Advantage Fund - Regular (G)
Fund	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	UTI Balanced Advantage Fund - Regular (G)
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹8282 Cr	₹2978 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	15 Nov 2004	10 Aug 2023
Category	Dynamic Asset Allocation	Dynamic Asset Allocation
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Hybrid 50+50 Moderate Index	NIFTY 50 Hybrid Composite debt 50:50 Index
Turn Over	334%	%
Expense Ratio	1.76	1.91
Manager	Ashutosh Bhargava	Sachin Trivedi
ISIN Code	INF204K01596	INF789F1AYT7
Exits Load	Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./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	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	UTI Balanced Advantage Fund - Regular (G)
1 Month	0.9%	0.7%
6 Month	3.03%	3.76%
1 Year	13.93%	11.95%
3 Year	12.03%	-
5 Year	12.42%	-

Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	UTI Balanced Advantage Fund - Regular (G)
6 Month	-	-
1 Year	8.93%	9.16%
3 Year	14.42%	-
5 Year	13.94%	-

Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	UTI Balanced Advantage Fund - Regular (G)
1 Year	14.38%	20.41%
3 Year	11.8%	-
5 Year	12.32%	-

Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	UTI Balanced Advantage Fund - Regular (G)
Standard Deviation	6.21%	-
Sharp	0.79%	-
Beta	0.86%	-
Alpha	2.82%	-

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Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	UTI Balanced Advantage Fund - Regular (G)
Name	Ashutosh Bhargava	Sachin Trivedi
Total AUM	₹121448 Cr	₹7301 Cr
Fund Manage	12	3
	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	UTI Balanced Advantage Fund - Regular (G)

Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	UTI Balanced Advantage Fund - Regular (G)
Others	41.92	34.2
Large Cap	51.08	58.17
Mid Cap	11.66	5.13
Small Cap	7.54	2.5

Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	UTI Balanced Advantage Fund - Regular (G)
Others	41.92	17.61
Petroleum Products	2.38	-
IT - Software	7.22	-
Cement & Cement Products	1.12	-
IT - Services	0.27	-
Construction	2.1	2.3
Consumer Durables	2.52	-
Diversified FMCG	3.49	-
Banks	15.43	-
Automobiles	2.54	-
Aerospace & Defense	0.98	-
Electrical Equipment	1.62	-
Pharmaceuticals & Biotechnology	1.85	-
Ferrous Metals	0.52	-
Realty	1.82	-
Transport Infrastructure	2.16	-
Personal Products	1.61	-
Industrial Products	0.4	-
Telecom - Services	4.13	-
Insurance	2.85	1.06
Finance	1.76	-
Transport Services	0.46	-
Retailing	1.61	-
Power	3.35	-
Financial Technology (Fintech)	1.09	-
Healthcare Services	0.24	-
Auto Components	1.47	-
Diversified	0.55	-
Other Utilities	0.36	-
Beverages	1.42	-
Textiles & Apparels	0.74	-
Food Products	0.52	-
Leisure Services	1.7	-
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