NAV (Sep 25)
6 Month CAGR
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
Launched (0y ago)
Aug 10, 2023
AUM in Crores
Nifty 50 Hybrid Composite Debt 50:50
Standard Deviation (3yr)
Standard Deviation (5yr)
Sharpe Ratio (3yr)
Sharpe Ratio (5yr)
with step up of
|UTI Balanced Advantage Fund (Growth)||NaN||NaN||%|
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
net current assets9.5%
7.06% govt stock 20288.7%
7.38% govt stock 20276.6%
hdfc bank ltd6.5%
icici bank ltd5.7%
|Fund Name||Fund Size||Rolling Returns|
₹ 9,394 cr
₹ 25,274 cr
₹ 7,475 cr
₹ 2,901 cr
₹ 3,302 cr
UTI Asset Management Company Ltd
|Fund Name||Scripbox Opinion||Till Date CAGR|
UTI Balanced Advantage Fund (G) is a Dynamic Asset Allocation Or Balanced Advantage Hybrid fund and has delivered an annualised return of 1.2% over a period of 0 years. The fund is managed by UTI Asset Management Co Ltd. The fund managers are Anurag Mittal, Sachin Trivedi.
Nav of UTI Balanced Advantage Fund (G) as of 9/25/2023 is ₹10.12 with the total AUM as of 9/26/2023 is ₹2296.827. With Scripbox you can compare and check the latest nav for all mutual funds in India. UTI Balanced Advantage Fund (G) was launched on Aug 10, 2023. The category risk of the fund is Very High Risk.
The minimum SIP amount for UTI Balanced Advantage Fund (G) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
What is UTI Balanced Advantage Fund (G)?
How to invest in UTI Balanced Advantage Fund (G)?
You can invest in UTI Balanced Advantage Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of UTI Balanced Advantage Fund (G)?
The minimum sip amount for UTI Balanced Advantage Fund (G) is ₹0. You can invest in multiples of ₹5000.
Is UTI Balanced Advantage Fund (G) good to invest in?
As per Scripbox experts, UTI Balanced Advantage Fund (G) is a Not Reviewed Yet fund. You can investUTI Balanced Advantage Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the UTI Balanced Advantage Fund (G)?
The expense ratio of the UTI Balanced Advantage Fund (G) is 1.96% for regular plan.