Hybrid | Dynamic Asset Allocation
3Y Returns
NA
Min SIP
₹500
Min Lumpsum
₹5000
Expense Ratio
0.45%
Fund Size
₹2624 Cr
Inception Date
04-Aug-23
Fund Manager
Sachin Trivedi
Exit Load
Nil upto 10% of units and 1% for remaining units on or before 12M, Nil after 12M.
Overall Fund Zi Tag
Asset Allocation
Equity
67.02%
Debt & Others
32.98%
Market Cap Allocation
Large Cap
59.66%
Mid Cap
5.32%
Small Cap
2.03%
Other Cap
32.98%
Investment Objective
The Scheme Intends To Provide Long-Term Capital Appreciation And Income By Investing In A Dynamically Managed Portfolio Of Equity And Debt Instruments. However, There Is No Assurance Or Guarantee That The Investment Objective Of The Scheme Will Be Achieved.
Fund House Detail
AMC Name
UTI Asset Management Company Private Limited
Scheme Document
https://www.utimf.com/forms-and-downloads/Address
UTI Towers, Gn BlockBandra Kurla Complex, Bandra (East)Mumbai - 400 051
Uti Balanced Advantage Fund - Direct Plan - Growth Option
1Y
21.57%
3Y
NA
5Y
NA
Hdfc Balanced Advantage Fund - Direct Plan - Growth Option
1Y
32.37%
3Y
21.66%
5Y
20.83%
Hdfc Asset Allocator Fof Direct Growth
1Y
25.63%
3Y
15.86%
5Y
NA
Hdfc Dynamic Pe Ratio Fund Of Funds - Direct Plan - Growth (Erstwhile Morgan Stanley Multi Asset Fund)
1Y
21.45%
3Y
14.99%
5Y
16.63%
Bank Of India Balanced Advantage Fund - Direct Plan Growth
1Y
22.93%
3Y
14.91%
5Y
12.35%
Aditya Birla Sun Life Asset Allocator Fof Scheme Direct Plan Growth Option
1Y
30.15%
3Y
14.63%
5Y
17.41%
Franklin India Dynamic Asset Allocation Fund Of Funds - Direct Growth
1Y
20.99%
3Y
14.29%
5Y
14.15%
Sbi Balanced Advantage Fund - Direct Plan - Growth
1Y
23.32%
3Y
13.96%
5Y
NA
Baroda Bnp Paribas Balanced Advantage Fund - Direct Growth
1Y
26.56%
3Y
13.86%
5Y
17.33%
Invesco India Balanced Advantage Fund - Direct Plan Growth
1Y
26.71%
3Y
13.35%
5Y
13.19%
Axis Balanced Advantage Fund Direct Plan Growth
1Y
30.15%
3Y
13.26%
5Y
13.81%
Nippon India Balanced Advantage Fund Direct Plan Growth Plan - Growth Option Growth
1Y
24.13%
3Y
12.82%
5Y
14.25%
Icici Prudential Balanced Advantage Fund - Direct Plan - Growth
1Y
21.01%
3Y
12.76%
5Y
13.81%
Tata Balanced Advantage Fund Direct Plan Growth
1Y
21.27%
3Y
12.66%
5Y
15.01%
Edelweiss Balanced Advantage Fund - Direct Plan Growth Option
1Y
25.04%
3Y
12.4%
5Y
16.53%
Motilal Oswal Balance Advantage Fund - Direct Growth
1Y
19.11%
3Y
12.38%
5Y
11.99%
Nj Balanced Advantage Fund Direct Plan - Growth
1Y
23.95%
3Y
12.31%
5Y
NA
Aditya Birla Sun Life Balanced Advantage Fund - Growth Direct
1Y
23.5%
3Y
12.14%
5Y
14.09%
Kotak Balanced Advantage Fund -Direct Plan - Growth
1Y
22.15%
3Y
12.11%
5Y
13.53%
Dsp Dynamic Asset Allocation Fund - Dir - Growth
1Y
23.28%
3Y
11.06%
5Y
11.94%
Pgim India Balanced Advantage Fund - Direct Plan - Growth
1Y
21.12%
3Y
10.94%
5Y
NA
Shriram Balanced Advantage Fund Direct - Growth
1Y
21.23%
3Y
10.89%
5Y
12.36%
Iti Balanced Advantage Fund- Direct Plan- Growth
1Y
24.86%
3Y
10.72%
5Y
NA
Union Balanced Advantage Fund Direct Plan - Growth
1Y
19.79%
3Y
10.19%
5Y
12.98%
Bandhan Balanced Advantage Fund Direct Plan - Growth
1Y
21.09%
3Y
10.16%
5Y
12.6%
Hsbc Balanced Advantage Fund Direct Plan - Growth
1Y
NA
3Y
0.76%
5Y
5.7%
Sundaram Balanced Advantage Fund - Direct Plan Growth
1Y
22.87%
3Y
NA
5Y
NA
Woc Balanced Hybrid Fund - Direct Plan - Growth
1Y
24.22%
3Y
NA
5Y
NA
Whiteoak Capital Balanced Advantage Fund - Direct Plan Growth
1Y
25.65%
3Y
NA
5Y
NA
Bajaj Finserv Balanced Advantage Fund-Direct Plan-Growth
1Y
NA
3Y
NA
5Y
NA
BSE Member code: 58371
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