UTI vs Nippon India Balanced Advantage Fund compare
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
UTI Balanced Advantage Fund - Regular (G)
Chart Comparison
| 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 | ₹2865 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 | 1.89 |
| 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 | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365 |
| Scheme Name | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| 1 Month | -3.17% | 1.32% |
| 6 Month | 6.54% | 10.63% |
| 1 Year | 23.43% | 21.15% |
| 3 Year | 11.58% | - |
| 5 Year | 12.87% | - |
| Scheme Name | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 10.75% | 7.99% |
| 3 Year | 24.88% | 7.99% |
| 5 Year | 43.32% | 7.99% |
| Scheme Name | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| 1 Year | 13.21% | 20.6% |
| 3 Year | 11.8% | - |
| 5 Year | 12% | - |
| Scheme Name | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| Standard Deviation | 6.21% | - |
| Sharp | 0.88% | - |
| Beta | 0.2% | - |
| Alpha | 3.93% | - |
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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 | 24.97 | 34.2 |
| Large Cap | 50.08 | 58.17 |
| Mid Cap | 10.11 | 5.13 |
| Small Cap | 2.14 | 2.5 |
| Scheme Name |
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| Others | 11.62 | 17.61 |
| Healthcare | 1.79 | 2.72 |
| Automobile | 5 | 5.08 |
| Financial | 27.5 | 36.39 |
| Capital Goods | 3.94 | 1.81 |
| Services | 1.66 | 2.21 |
| Technology | 5.05 | 5.58 |
| Communication | 4.27 | 2.52 |
| Metals & Mining | 2.52 | 1.71 |
| Consumer Discretionary | 0.56 | 1.96 |
| Textiles | 0.6 | - |
| Consumer Staples | 6.86 | 2.19 |
| Materials | 0.86 | 1.58 |
| Construction | 2.11 | 2.3 |
| Energy | 6.09 | 4.46 |
| Sovereign | 6.38 | 10.5 |
| Diversified | 0.49 | - |
| Insurance | - | 1.06 |
| Chemicals | - | 0.32 |
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