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Compare Mutual Funds
Comparing Helios Balanced Advantage Fund vs UTI Balanced Advantage FundComparing 2/4 funds
- Add Fund
- Add Fund
- Category,
Sub-category - dynamic asset allocation, hybrid
- dynamic asset allocation, hybrid
- Fund Age
- 1 yrs 3 m
- 1 yrs 11 m
- Fund Size
- ₹305 Cr
- ₹2,959 Cr
- 3 months
- 9.07%
- 9.95%
- 6 months
- 2.35%
- 6.97%
- 1 year
- 3.01%
- 9.95%
- 3 year
- NA
- NA
- 5 year
- NA
- NA
- Standard Deviation
- NA
- NA
- Sharpe
- NA
- NA
- Beta
- NA
- NA
- Sortino
- NA
- NA
- Alpha
- NA
- NA
- Top 3 sectors
- Financial (37.669999999999995%)
- Energy (14.879999999999999%)
- Services (10.89%)
- Financial (22.98%)
- Technology (7.24%)
- Energy (6.59%)
- Top 5 holdings
- HDFC Bank Ltd. (6.94%)
- Reserve Bank of India (6.42%)
- Reliance Industries Ltd. (5.78%)
- Kotak Mahindra Bank Ltd. (5.72%)
- Hindustan Petroleum Corporation Ltd. (4.56%)
- HDFC Bank Ltd. (8.81%)
- GOI (8.1%)
- ICICI Bank Ltd. (5.6%)
- Bharti Airtel Ltd. (3.92%)
- Infosys Ltd. (3.41%)
- Equity%
- 60.71167917%
- 65.37696251%
- Debt%
- 11.52330667%
- 30.44275415%
- Turnover Ratio
- NA
- NA
- Yield To Maturity
- NA
- 6.42%
- Modified Duration
- NA
- 2.76 yrs
- Avg. Maturity
- NA
- 3.6 yrs
- Avg. Credit Quality
- Low (Cash)
- Low (AAA)
- Expense Ratio
- 2.4%
- 0.53%
- Exit Load
- 1.0% know more
- 1.0% know more
- Lock-in
- No Lockin
- No Lockin
- Benchmark Index
- CRISIL Hybrid 50+50 Moderate Index
- NIFTY 50 Hybrid Composite Debt 50:50 Index
- Min. Investment
- NA
- NA
- Investment Horizon
- Good for Long Term
- Good for Long Term
- Managed By
- Alok Bahl
- Utssav Modi
- Pratik Singh
- Anurag Mittal
- Sachin Trivedi
