UTI Balanced Advantage Fund - Regular Plan - Growth Option
Fund House: UTI Mutual Fund| Category: Hybrid: Dynamic Asset Allocation |
| Launch Date: 10-08-2023 |
| Asset Class: |
| Benchmark: NIFTY 50 Hybrid Composite debt 50:50 Index |
| TER: 1.93% As on (30-12-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 2,960.77 Cr As on 31-12-2024(Source:AMFI) |
| Turn over: - | Exit Load: Redemption/Switch out within 1 year from the date of allotment : (i) Upto 10% of the allotted Units - NIL (ii) Beyond 10% of the allotted Units- 1%. Redemption / Switch out after 1 year from the date of allotment ? NIL |
11.856
0.02 (0.1856%)
13.2%
Benchmark: 11.66%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
AK Hybrid Balanced TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The scheme seeks to provide long-term capital appreciation and income by investing in a dynamically managed portfolio of equity and debt instruments.
Current Asset Allocation (%)
Indicators
| Standard Deviation | |
| Sharpe Ratio | |
| Alpha | |
| Beta | |
| Yield to Maturity | 7.24 |
| Average Maturity | 3.54 |
PEER COMPARISON
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
2.57%
Others
32.8%
Large Cap
47.22%
Mid Cap
4.3%
Scheme Documents
There are no scheme documents available
