Nippon India Balanced Advantage Fund - Direct (G) vs UTI-Value Fund - Direct (G)

Nippon India Balanced Advantage Fund - Direct (G) vs UTI-Value Fund - Direct (G)

stock1

Nippon India Balanced Advantage Fund - Direct (G)

3.99%

stock2

UTI-Value Fund - Direct (G)

0.69%

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About Fund

Deutsche Bank AG

Karvy Computershare Pvt. Ltd.

Stock Holding Corporation of India Limited Citibank NA HDFC Bank Limited

Computer Age Management Services Pvt Ltd.(CAMS) Datamatics Financial Software & services Limited Karvy Computershare Pvt. Ltd. UTI Technology Services Ltd.

Very High Risk

100

8807.79

1.17

198.0058

January 1, 2013

1

Very High Risk

5000

10117.32

1.03

181.2621

January 1, 2013

0

15.53 %

14.04 %

3.99 %

23.48 %

20.08 %

0.69 %

Amar Kalkundrikar

B.Com, CA, CFA, and MBA from Columbia Business School.

Mr. Kalkundrikar has over 16 years of experience of which 13 years is in Equity Research and Portfolio Management.

Manish Gunwani

B.Tech (Mechanical), PGDM

Overall 15 years of experience of which 8 years in equity research and one and half year in Fund management.

Meenakshi Dawar

B.Tech From IGIT New Delhi,PGDM From IIM Ahmedabad.,

Reliance Nippon Life Asset Management Limited (From March 01, 2017) - Fund Manager - Equity. IDFC Mutual Fund - Fund Manager managing Large Cap and Hybrid Funds (June 2011 - February 2017) ICICI Securities - Equity Research Analyst covering listed Indian Equities. Also led an initiative to expand research coverage for mid and small cap companies (April 2010 - June 2011) Edelweiss Capital - Associate - Relationship manager for domestic mutual funds and insurance companies (May 2008 - March 2010)

Omprakash Kuckian

B.Com., AICWA

Mr. Kuckian is a B.Com (H) and AICWA.Prior to joining Religare Invesco AMC he has worked with HDFC Securities Ltd, SMIFS Securities Ltd, C Mackertich, Canbank Financial Services Ltd and Money Market Operations.

Anoop Bhaskar

B.Com., MBA (Finance).

Prior to joining IDFC AMC, he was associated with UTI AMC (Apr 2007-Jan 2016), Sundaram AMC (Aug 2003-Mar 2007), Franklin Templeton AMC, Shriram Financial Services Ltd, Brisk Financial Services and Cross Borders Finance & Projects.

Swati Kulkarni

B.Com. MFM (NMIMS), CAIIB-I, Certificate Examination of IIB for the Employees of UTI.

Prior to joining UTI Mutual Fund in 2004 she has worked with Reliance Industries Ltd.

Vetri Subramaniam

B.Com, PGDM

He joined UTI AMC Ltd. as Group President & Head-Equity on January 23, 2017. In his professional career of 20 years, he has worked as Head - Equity with Kotak Mahindra Asset Management Ltd. And Chief Investment Officer with Motilal Oswal Securities Ltd. Before joining UTI AMC Ltd., he was working with Invesco Asset Management Ltd. as the Chief Investment Officer.

Get your FAQs right

When comparing Nippon India Balanced Advantage Fund - Direct (G) vs UTI-Value Fund - Direct (G), consider factors such as historical performance, expense ratios, investment strategy, risk level, and the fund manager's credibility. Moreover, look at asset allocation and how each fund fits your investment goals.
Yes, you can invest in both Nippon India Balanced Advantage Fund - Direct (G) and UTI-Value Fund - Direct (G) at the same time. This can help diversify your portfolio and balance risk, provided the fund manager's investment strategies streamline each other.
While comparing Nippon India Balanced Advantage Fund - Direct (G) and UTI-Value Fund - Direct (G), the portfolio turnover ratio indicates how frequently assets within the fund are bought and sold. A high turnover may lead to higher transaction costs and tax implications, while a low turnover ratio indicates a buy-and-hold strategy.
Yes, you can typically switch between Nippon India Balanced Advantage Fund - Direct (G) and UTI-Value Fund - Direct (G), subject to the fund's policies and any applicable fees. It is important to consider potential tax implications and the timing of your switch.
Yes, you can compare Nippon India Balanced Advantage Fund - Direct (G) and UTI-Value Fund - Direct (G) based on their dividend payouts. Look at dividends profit, consistency, and growth, as these factors can influence your overall return on investment.

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