How to use scorecard? Learn more
How to use scorecard? Learn more
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.51 | 38.43 | 2.00 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.31 | 43.83 | 1.52 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 5,000 |
BenchmarkBenchmark |
---|
NIFTY 50 Hybrid Composite Debt 50:50 Index |
Dynamic asset allocation funds invest across various sector including stocks, bonds, real estate and other equity funds. It can be most suited fund in case of uncertain market. They are less riskier as compared to other equity funds.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
UTI Balanced Advantage Fund(IDCW) | 18.61% | — | 17.71% |
Edelweiss Balanced Advantage Fund(M-IDCW) | 12.81% | 4.88% | 14.89% |
DSP Dynamic Asset Allocation Fund(M-IDCW Reinv) | 14.48% | 6.60% | 4.64% |
Franklin India Balanced Advantage Fund(IDCW) | 15.29% | — | 15.38% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Equity
Debt
Others
Holdings
8.45 %
Holdings
4.07 %
Holdings
3.85 %
UTI AMC commenced operations from February 1, 2003. It has been promoted by four sponsors, namely, SBI, Life Insurance Corporation of India, Bank of Baroda and Punjab National Bank and each of them hold 25% of the paid up capital of UTI AMC.
No.of Schemes
64
Total AUM
₹ 2,20,191.69 Cr.
Sachin Trivedi
AUM: ₹8,927.88 Cr.
|
Exp: 12yrs
Anurag Mittal
AUM: ₹27,973.87 Cr.
|
Exp: 4yrs
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
UTI Balanced Advantage Fund | Sachin Trivedi | UTI MF
2 months ago•UTI Mutual Fund
UTI Balanced Advantage Fund
4 months ago•UTI Mutual Fund
UTI Balanced Advantage Fund | Equity & Debt – Hybrid Fund | Tide Through Market Ups & Downs
1 year ago•UTI Mutual Fund
NFO | Take it easy through market ups and downs with UTI Balanced Advantage Fund
1 year ago•UTI Mutual Fund
UTI Balanced Advantage Fund I Interaction with Fund Manager Sachin Trivedi
1 year ago•UTI Mutual Fund
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%