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UTI vs Nippon India Balanced Advantage Fund compare

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tortoise-icon Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

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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 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 Average Very High
Asset Size (Cr) ₹8282 Cr ₹2921 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 1.96
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

Trailing Lumpsum Returns

Scheme Name Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option UTI Balanced Advantage Fund - Regular (G)
1 Month -0.8% 3.91%
6 Month 1.98% -3.04%
1 Year 12.89% 8.6%
3 Year 11.83% -
5 Year 12.32% -

SIP Return Analysis

Scheme Name Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option UTI Balanced Advantage Fund - Regular (G)
6 Month - 0.25%
1 Year 8.2% 3.02%
3 Year 14.52% -
5 Year 13.96% -

Rolling Lumpsum Returns

Scheme Name Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option UTI Balanced Advantage Fund - Regular (G)
1 Year 14.38% 18.51%
3 Year 11.8% -
5 Year 12.32% -

Risk Management

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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Fund Managers

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
Funds Managed 12 3
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option UTI Balanced Advantage Fund - Regular (G)

Market Cap

Scheme Name

Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

UTI Balanced Advantage Fund - Regular (G)

Others 41.92 33.97
Large Cap 51.08 57.94
Mid Cap 11.66 5.03
Small Cap 7.54 3.06

Sector Allocation

Scheme Name

Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

UTI Balanced Advantage Fund - Regular (G)

Others 41.92 33.97
Petroleum Products 2.38 -
IT - Software 7.22 -
Cement & Cement Products 1.12 -
IT - Services 0.27 -
Construction 2.1 -
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 -
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 -
Energy - 3.89
Technology - 7.9
Consumer Defensive - 5.41
Industrials - 3.95
Basic Materials - 4.18
Healthcare - 2.41
Financial Services - 23.86
Consumer Cyclical - 7.55
Real Estate - 0.2
Communication Services - 4.72
Utilities - 1.98

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