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UTI Balanced Advantage Fund - Regular Plan - Growth Option

UTI · Balanced Advantage
Moderate
₹12.78
Current NAV
05 Nov 2026
-0.9%
1Y Return
8.2%
3Y CAGR
13.2%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Very large asset base (AUM: ₹22,720 Cr) indicating high investor trust and liquidity.
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Balanced Advantage mandate.
Cons / Risks
  • Lower risk-adjusted performance compared to top peers in the same category.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Moderate Risk
Low Moderate High Very High
Risk Metrics
0.67
Sharpe Ratio
0.87
Beta
-1.33
Alpha
0.85
Sortino
Fund Details
Fund House UTI
Category Balanced Advantage
AUM ₹22720 Cr
Expense Ratio 1.27%
Min SIP ₹500
Min Lumpsum ₹1000
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