Tata Balanced Advantage Fund - Direct (G) vs UTI-Value Fund - Direct (G)

Tata Balanced Advantage Fund - Direct (G) vs UTI-Value Fund - Direct (G)

stock1

Tata Balanced Advantage Fund - Direct (G)

5.42%

stock2

UTI-Value Fund - Direct (G)

7.49%

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About Fund

Deutsche Bank HDFC CitiBank N.A. Standard Chartered Bank

CAMS Ltd. Karvy Computershare P Ltd MCS 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.

Moderately High Risk

5000

10227.01

2.5

22.5451

January 9, 2019

0

Very High Risk

5000

9752.28

1.03

182.7933

January 1, 2013

0

15.63 %

15.43 %

5.42 %

25.17 %

25.36 %

7.49 %

Rahul Singh

B.SC Economic Hons. and hold a PGDM FROM IIM-A.

Mr. Singh is a B.Sc Economic Hons.and holds a PGDM from IIM-A.Prior to joining LIC Nomura Mutual Fund , he has worked with BOI AXA Investment Managers(August 2009-August 2015) , ING Investment Management (May 2008- August 2009) Standard Chartered Bank (intern)( April 2007- May 2007) and Ashika Capital ( Jan 2004 - April 2006).

RahulSingh

B.Tech, PGDBM

From October 2018 to date with Tata Asset Management Ltd. He is Chief Investment Officer-Equities at Tata Asset Management Ltd and reporting to Chief Executive Officer & Managing Director. From July 2015 to October 2018 with Ampersand Capital Investment Advisors LLP as Managing Partner. From August 2010 to March 2015 with Standard Chartered Securities Ltd. as Managing Director Reporting to CEO. From August 2005 to June 2010 with Citigroup Global Markets as Senior Research Analyst Reporting to Head of Research.

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 Tata 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 Tata 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 Tata 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 Tata 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 Tata 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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