UTI Balanced Advantage Fund
₹12.6919
- 7.60%
- ₹ 2855.76 cr
- 17 Aug 2023
₹5,000
- Long term
- Asset Diversification
Data as on
About Scheme
UTI Balanced Advantage Fund is an open-ended dynamic asset allocation fund that aims to balance growth potential and risk by investing across equity, debt, and arbitrage opportunities. This hybrid fund follows a disciplined, valuation-driven investment approach with periodic portfolio rebalancing and strives to maintain equity taxation benefits in line with
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Why choose this scheme?
Past Performance
Total Investment of
would have become
with Absolute Returns of
and XIRR Returns of
Disclaimer: Returns are neither assured nor guaranteed. Calculators and financial tools are indicative and are designed to assist only to you. The examples do not purport to represent the performance of any security or investments.
Fund Facts
Quantitative Indicators
Performance
Portfolio
Scheme Related Documents
Data as on
Fund Type
Hybrid
Month End AUM
Monthly Avg. AUM
Daily TER (%) 
Benchmark Index
NIFTY 50 Hybrid Composite debt 50:50 Index
Special Facilities
SWP/SIP/STP
Exit Load
i) Redemption / Switch out within 90 days from the date of allotment – 1.00%
ii) Redemption / Switch out after 90 days from the date of allotment – NIL
Data as on
| Overweight (Top 5) |
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| Underweight (Top 5) |
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Current Asset Allocation ( % to NAV)
Market Capitalization ( % to NAV)