UTI Balanced Advantage Fund Regular Growth
3Y Annualised
N/A
-0.34% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
0.41%
-0.34% 1D
Benchmark
N/A
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
8 years 6 months
4 years 2 months
9 years 7 months
Fund info
Fund size
₹2959.03 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹5000
Exit load
0%
within 12 months from the date of allotment up to 10% of the allotted units Nil beyond 10% of the allotted Units 1.00% after 12 months 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
Motilal Oswal Balance Advantage Fund Direct Plan Quarterly Reinvestment of Income Dis cum cptl wdrl
4th
Motilal Oswal Balance Advantage Fund Direct Plan Quarterly Payout of Income Dis cum cptl wdrl
5th
Motilal Oswal Balance Advantage Fund Direct Plan Growth Option
142nd
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 1 years, having been launched on 2023-08-10. UTI Balanced Advantage Fund Regular Growth has ₹2959.03 Cr worth of assets under management (AUM) as of Wed Jun 25 2025. The latest Net Asset Value (NAV) of UTI Balanced Advantage Fund Regular Growth as of Tue Jun 24 2025 is ₹12.614. The fund has an expense ratio of 1.92%, which is medium comparable to most other Allocation funds.
UTI Balanced Advantage Fund Regular Growth returns for the last 1 year are 8.53%. Since launch, it has delivered 13.07% average annual returns.
The UTI Balanced Advantage Fund Regular Growth has the majority of its money invested in Financial Services, null, Communication Services, Technology, Energy sectors.
Top 5 Holdings of UTI Balanced Advantage Fund Regular Growth.
- HDFC Bank Ltd: 8.81%
- ICICI Bank Ltd: 5.60%
- 7.06% Govt Stock 2028: 5.07%
- Bharti Airtel Ltd: 3.92%
- Infosys Ltd: 3.41%
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. |
Similar Funds from UTI Asset Management Co Ltd
AllocationConservative Allocation
3Y CAGR
11.41%
expense ratio
1.81%
fund size
₹1683.78 Cr
EquityEquity - Other
3Y CAGR
15.83%
expense ratio
2.04%
fund size
₹2792.68 Cr
EquityLarge-Cap
3Y CAGR
16.80%
expense ratio
1.75%
fund size
₹12719.69 Cr
EquityMid-Cap
3Y CAGR
22.97%
expense ratio
1.76%
fund size
₹11642.99 Cr
EquityValue
3Y CAGR
24.40%
expense ratio
1.13%
fund size
₹9752.28 Cr
FAQs
What is the current NAV of UTI Balanced Advantage Fund Regular Growth?
What are the average returns of UTI Balanced Advantage Fund Regular Growth?
How do I invest in UTI Balanced Advantage Fund Regular Growth?
What is the expense ratio of UTI Balanced Advantage Fund Regular Growth?
What are net assets under management (AUM) of UTI Balanced Advantage Fund Regular Growth?
What is the PE and PB ratio of UTI Balanced Advantage Fund Regular Growth?
What are the top 5 holdings of UTI Balanced Advantage Fund Regular Growth?
What are the top 3 sectors that UTI Balanced Advantage Fund Regular Growth has invested in?
Who is the manager of UTI Balanced Advantage Fund Regular Growth?
What is the exit load of UTI Balanced Advantage Fund Regular Growth?
How to Redeem UTI Balanced Advantage Fund Regular Growth?
Can I invest in SIP and a Lump Sum of UTI Balanced Advantage Fund Regular Growth?
