Head-to-head
Compare up to 5 funds side-by-side.
Prices normalised to ₹100 at the start of the range. Metrics marked with a highlight the winner per row. Descriptive comparison only — MF Gyan does not recommend one over another.
2/5
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
hybridDirect
UTI Balanced Advantage Fund - Direct Plan - Growth
3Y ago₹1.30 L
5Y ago—
hybridDirect
Axis Balanced Advantage Fund - Direct Plan - Growth Option
3Y ago₹1.42 L
5Y ago₹1.60 L
Normalised price over time
Each fund starts at ₹100 at the beginning of the range so shapes are directly comparable.
Normalized: value at the start of the selected range = ₹100
Every metric, side-by-side
marks the winner per row.
| Metric | UTI Balanced Advantage Fund - D… | Axis Balanced Advantage Fund - … |
|---|---|---|
| Fund house | UTI Mutual Fund | Axis Mutual Fund |
| Category | Hybrid Schemes - Balanced Advantage Fund/ Dynamic Asset Allocation | Hybrid Schemes - Balanced Advantage Fund/ Dynamic Asset Allocation |
| Plan | Direct | Direct |
| Latest NAV | ₹13.1038 | ₹24.27 |
| Assets managed (AUM) | — | — |
| 1M return | -1.26% | -1.10% |
| 6M return | 1.39% | 2.84% |
| 1Y return | 1.19% | 4.48% |
| 3Y CAGR | 9.13% | 12.27% |
| 5Y CAGR | — | 9.81% |
| Since inception CAGR | 9.44% | 10.18% |
| Bumpiness · 3Y (annualised σ) | 7.64 | 8.02 |
| Worst drop ever | -10.47% | -17.16% |
| Sharpe · 3Y (rf=6%) | 0.39 | 0.71 |