SBI Balanced Advantage Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW) vs UTI - Unit Linked Insurance Plan- Direct
Side-by-side comparison of NAV, returns, expense ratio and star rating.
SBI Balanced Advantage Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW)
SBI Mutual Fund
★★★★★
Hybrid · Dynamic Asset Allocation or Balanced Advantage
UTI - Unit Linked Insurance Plan- Direct
UTI Mutual Fund
★★★★★
Hybrid · Dynamic Asset Allocation or Balanced Advantage
| Metric | SBI Balanced Advantage... | UTI - Unit Linked Insu... |
|---|---|---|
| NAV | ₹16.72 | ₹46.45 |
| Star Rating | ★★★★ | ★★ |
| Expense Ratio | 0.73% | 0.14% |
| AUM | ₹40,732 Cr | ₹664 Cr |
| 1M Return | +1.66% | -3.48% |
| 3M Return | +1.4% | -6.06% |
| 6M Return | -0.67% | +35.59% |
| 1Y Return | +1.96% | +123.35% |
| 3Y CAGR | +11.25% | +46.7% |
| 5Y CAGR | — | +7.01% |
| Risk Level | — | — |
| Fund Manager | Dinesh Ahuja | Ayush Jain |