Compare UTI Balanced Advantage Fund vs HDFC Balanced Advantage Fund
Fund Details
Risk | NA | Very High |
Rating | 0.0 | 5.0 |
Min SIP Amount | ₹500 | ₹100 |
Expense Ratio | 1.91 | 1.35 |
NAV | ₹11.92 | ₹492.47 |
Fund Started | 21 Jul 2023 | 20 Jul 2000 |
Fund Size | ₹2977.66 Cr | ₹94865.65 Cr |
Exit Load | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months. | Exit Load for units in excess of 15% of the investment,1% will be charged for redemption within 1 year. |
Returns
1 Year | 17.56% | 25.92% |
3 Year | - | 19.70% |
5 Year | - | 20.05% |
Holding Analysis
Equity | 45.00% | 51.72% |
Cash | 24.45% | 18.15% |
Top Holdings
Top 10 Holdings |
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Fund Manager
Name | Sachin Trivedi | Anil Bamboli |
Start Date | 22 Sep 2016 | 16 Apr 2021 |
About Fund
Description | The scheme seeks to provide long-term capital appreciation and income by investing in a dynamically managed portfolio of equity and debt instruments. | The Scheme seeks to provide long term capital appreciation / income from a dynamic mix of equity and debt investments. |
Launch Date | 21 Jul 2023 | 20 Jul 2000 |
