UTI Balanced Advantage Fund Regular Growth
3Y Annualised
N/A
-0.60% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-5.45%
-0.60% 1D
Benchmark
N/A
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
15 years 7 months
6 years 3 months
9 years 7 months
Fund info
Fund size
₹3141.63 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹5000
Exit load
0%
Redemption / Switch out within 90 days from the date of allotment – 1.00% Redemption / Switch out after 90 days from the date of allotment – NIL
Risk Profile
Very High Risk
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
ICICI Prudential Balanced Advantage Fund Quarterly Payout of Inc Dist cum Cap Wdrl
2nd
ICICI Prudential Balanced Advantage Fund Quarterly Rnvstmnt of Inc Dist cum Cap Wdrl
3rd
ICICI Prudential Balanced Advantage Fund Direct Plan Quarterly Payout of Inc Dist cum Cap Wdrl
4th
ICICI Prudential Balanced Advantage Fund Direct Plan Quarterly Rnvstmnt of Inc Dist cum Cap Wdrl
5th
Unifi Dynamic Asset Allocation Fund Direct Growth
211st
UTI Balanced Advantage Fund Regular Growth
Fund Managers
About UTI Balanced Advantage Fund Regular Growth
UTI Balanced Advantage Fund Regular Growth is a Allocation mutual fund scheme from UTI Asset Management Co Ltd. This fund has been in existence for 2 years, having been launched on 2023-08-10. UTI Balanced Advantage Fund Regular Growth has ₹3141.63 Cr worth of assets under management (AUM) as of Sat Mar 14 2026. The latest Net Asset Value (NAV) of UTI Balanced Advantage Fund Regular Growth as of Fri Mar 13 2026 is ₹12.052. The fund has an expense ratio of 1.9%, which is medium comparable to most other Allocation funds.
UTI Balanced Advantage Fund Regular Growth returns for the last 1 year are 4.55%. Since launch, it has delivered 7.99% average annual returns.
The UTI Balanced Advantage Fund Regular Growth has the majority of its money invested in Financial Services, null, Communication Services, Industrials, Energy sectors.
Top 5 Holdings of UTI Balanced Advantage Fund Regular Growth.
- HDFC Bank Ltd: 8.05%
- ICICI Bank Ltd: 5.53%
- 7.06% Gs 2028: 4.25%
- Bharti Airtel Ltd: 3.83%
- Larsen & Toubro Ltd: 3.39%
AMC Information
| Name | UTI Asset Management Co Ltd |
|---|---|
| Founding Date | 2023-08-10 |
| pms_care@uti.co.in | |
| Phone | +91-22-6678 6666 |
| Website | https://www.utiwms.com |
| Address | PMS Division, UTI - Tower, “Gn” Block, Bandra Kurla Complex, Mumbai- 400051 |
Tax Implications of UTI Balanced Advantage Fund Regular Growth
| Short Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
|---|---|
| Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
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Calculate Your Returns
Estimated Returns in 1 Years (Based on past 1Y returns)
₹0
Total Amount
₹0
