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Uti Balanced Advantage Fund Regular Plan Growth
NAV (Apr 26,2024)
The UTI Balanced Advantage Fund - Regular Plan - Growth is a popular investment option for individuals looking for growth in their portfolio. With a low expense ratio of 1.9% and a high PE ratio of 37.93, this fund offers potential for high returns. The fund has an established date of 10th August 2023 and requires a minimum investment of INR 5000. The scheme has an AUM of INR 2624.26, making it a reliable choice for investors.
Uti Balanced Advantage Fund Regular Plan Growth Latest Trend
- 1M
- 2M
- 3M
Uti Balanced Advantage Fund Regular Plan Growth Latest Trend
Risk Ratios
- P/E Ratio38.94
- P/B Ratio6.45
- Alpha0
- Beta0
- Sharpe0.15
- Sortino0.26
Fund Overview
1.89%
0%
No Lock-in
₹ 2748.61 Cr
SIP ₹5000.00
Scheme Riskometer
Investors understand that their principal will be at
High
Investment Return Calculator
as on Apr 29, 2024
Total Invested Amount | 3 Months Absolute Return (In %) | 6 Months Absolute Return (In %) | 1 Year Absolute Return (In %) | 3 Year Absolute Return (In %) | 5 Year Absolute Return (In %) |
---|---|---|---|---|---|
₹ 10,000 | ₹ -- (--) | ₹ -- (--) | ₹ -- (--) | ₹ 10,341.02 (3.41%) | ₹ 11,240.24 (12.40%) |
₹ 30,000 | ₹ -- (--) | ₹ -- (--) | ₹ -- (--) | ₹ 31,023.06 (3.41%) | ₹ 33,720.72 (12.40%) |
₹ 50,000 | ₹ -- (--) | ₹ -- (--) | ₹ -- (--) | ₹ 51,705.1 (3.41%) | ₹ 56,201.2 (12.40%) |
₹ 80,000 | ₹ -- (--) | ₹ -- (--) | ₹ -- (--) | ₹ 82,728.16 (3.41%) | ₹ 89,921.92 (12.40%) |
₹ 1,00,000 | ₹ -- (--) | ₹ -- (--) | ₹ -- (--) | ₹ 1,03,410.2 (3.41%) | ₹ 1,12,402.4 (12.40%) |
Calculate Your Mutual Fund Returns
Fund Portfolio Allocation
- Holdings
- Sectors
Name
Assets
- GS MAT7.28%
- EQ HDFC BANK LIMITED6.62%
- EQ ICICI BANK LTD6.17%
- GSEC3.67%
- EQ RELIANCE INDUSTRIES LTD3.49%
- EQ LARSEN & TOUBRO LTD3.45%
- EQ TATA CONSULTANCY SERVICES LTD3.10%
- NCD SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA3.10%
- EQ INFOSYS LTD2.94%
- EQ BHARTI AIRTEL LTD2.81%
- NCD INDIAN RAILWAY FINANCE CORPORATION LIMITED2.73%
- NCD REC LTD2.73%
- EQ NTPC LTD2.44%
- NCD NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT2.19%
- NET CURRENT ASSETS2.11%
- EQ MARUTI SUZUKI INDIA LTD1.82%
- NCD LIC HOUSING FINANCE LTD1.82%
- EQ AXIS BANK LTD1.79%
- CD DBS BANK1.73%
- CD SIDBI1.72%
- CD CANARA BANK1.70%
- EQ KOTAK MAHINDRA BANK LTD1.44%
- EQ TATA MOTORS LTD1.34%
- EQ INTERGLOBE AVIATION LTD1.26%
- EQ BAJAJ AUTO LTD1.25%
- EQ ITC LTD1.16%
- EQ UNITED SPIRITS LTD1.16%
- EQ ULTRATECH CEMENT LTD1.14%
- EQ BAJAJ FINANCE LTD1.12%
- EQ LTIMindtree Limited1.12%
- EQ BHARAT ELECTRONICS LTD1.12%
- EQ TITAN COMPANY LTD1.06%
- EQ GODREJ CONSUMER PRODUCTS LTD0.96%
- EQ OIL & NATURAL GAS CORPORATION0.95%
- NCD POWER FINANCE CORPORATION LTD0.92%
- EQ HDFC ASSET MANAGEMENT COMPANY0.91%
- NCD EXPORT IMPORT BANK OF INDIA0.91%
- CD ICICI BANK0.87%
- EQ SBI LIFE INSURANCE COMPANY LTD0.80%
- EQ DR LAL PATHLABS LTD0.79%
- EQ MARICO LTD0.78%
- EQ TATA STEEL LTD0.76%
- EQ EICHER MOTORS LTD0.76%
- EQ INFO EDGE INDIA LTD0.76%
- EQ ICICI LOMBARD GENERAL INSURANC0.73%
- EQ INDUSIND BANK0.70%
- EQ CIPLA LTD0.68%
- EQ CROMPTON GREAVES CONSUMER ELEC0.67%
- EQ HINDALCO INDUSTRIES LTD0.64%
- EQ MAHINDRA & MAHINDRA LTD0.62%
- EQ COFORGE LTD0.57%
- EQ HAVELLS INDIA LTD0.54%
- EQ PAGE INDUSTRIES0.53%
- EQ AVENUE SUPERMARTS LTD0.52%
- EQ TORRENT PHARMACEUTICALS LTD0.49%
- EQ SYNGENE INTERNATIONAL LTD0.45%
- EQ BALKRISHNA INDUSTRIES LTD0.44%
- EQ AJANTA PHARMA LTD0.42%
- EQ COAL INDIA LTD0.40%
- EQ P I INDUSTRIES LTD0.37%
- EQ TIMKEN INDIA LTD0.35%
- EQ HERO MOTOCORP LTD0.30%
- EQ DABUR INDIA LTD0.26%
- EQ VOLTAS LTD0.26%
- EQ NIIT LEARNING SYSTEMS LTD0.20%
- EQ ENDURANCE TECHNOLOGIES LTD0.20%
- EQ ICICI SECURITIES LTD0.17%
- EQ HINDUSTAN UNILEVER LTD0.17%
- EQ PNC INFRATECH LTD0.17%
- EQ DR REDDYS LABORATORIES LTD0.17%
- EQ PRINCE PIPES AND FITTINGS LTD0.13%
- EQ MAHINDRA & MAHINDRA FINANCIAL0.05%
- CLEARING CORPORATION OF INDIA LTD STD MARGIN0.04%
- EQ INOX INDIA LTD0.02%
- Bank - Private16.71%
- Miscellaneous14.40%
- IT - Software7.94%
- Refineries3.49%
- Insurance1.53%
- Airlines1.26%
- Finance - NBFC1.18%
- Cigarettes/Tobacco1.16%
- Diamond & Jewellery1.06%
- Oil Exploration0.95%
- Consumer Food0.78%
- BPO/ITeS0.76%
- Metal - Non Ferrous0.64%
- Electric Equipment0.54%
- Textile0.53%
- Retailing0.52%
- Business Support0.45%
- Tyres & Allied0.44%
- Mining & Minerals0.40%
- Bearings0.35%
- Air Conditioners0.26%
- Auto Ancillary0.20%
- Plastic Products0.13%
Holdings Analysis
Peer Comparison
Pick your choice with our quick comparitive analysis
- 6M
- 1Y
- 3Y
- 5Y
Mutual Fund Schemes | Category | Risk | Absolute Return (6M) |
Quant Dynamic Asset Allocation Fund - Regular Plan - Growth | HYBRID | Very High | 44.28% |
Shriram Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 22.22% |
Invesco India Balanced Advantage Fund - Growth | HYBRID | Very High | 17.31% |
Franklin India Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 16.24% |
PGIM India Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 12.54% |
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth | HYBRID | Moderate | 11.85% |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 11.71% |
Motilal Oswal Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 11.51% |
Sundaram Balanced Advantage Fund - Growth | HYBRID | High | 8.86% |
Mirae Asset Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 8.77% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Quant Dynamic Asset Allocation Fund - Regular Plan - Growth | HYBRID | Very High | 60.25% |
Motilal Oswal Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 29.87% |
Shriram Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 28.95% |
Franklin India Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 27.31% |
Invesco India Balanced Advantage Fund - Growth | HYBRID | Very High | 26.42% |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 22.35% |
Mirae Asset Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 20.94% |
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth | HYBRID | Moderate | 20.39% |
Sundaram Balanced Advantage Fund - Growth | HYBRID | High | 17.98% |
PGIM India Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 17.75% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Invesco India Balanced Advantage Fund - Growth | HYBRID | Very High | 12.99% |
Shriram Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 12.80% |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 12.62% |
Motilal Oswal Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 10.58% |
Sundaram Balanced Advantage Fund - Growth | HYBRID | High | 10.42% |
PGIM India Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 10.26% |
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth | HYBRID | Moderate | 9.15% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 14.35% |
Invesco India Balanced Advantage Fund - Growth | HYBRID | Very High | 10.82% |
Motilal Oswal Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 10.72% |
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth | HYBRID | Moderate | 9.74% |
Sundaram Balanced Advantage Fund - Growth | HYBRID | High | 8.47% |
Fund Managers
Mr. Sachin TrivediFund Manager
Mr. Sachin Dinesh Trivedi began his career in June 2001, with UTI. Sachin has six years experience in research and portfolio management. In research he has specialized in Utilities, Capital Goods and Sugar sectors. In addition to his current responsibilities he also holds portfolio responsibility and is the Co - Fund Manager - UTI Energy Fund.
Mr. Anurag MittalFixed Income Fund Managers
Mr. Anuraj Mittal has Wide experience in credit research.
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Compare with similar Funds
UTI Balanced Advantage Fund - Regular Plan - Growth
UTI Balanced Advantage Fund - Regular Plan - Growth
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UTI Balanced Advantage Fund - Regular Plan - Growth
UTI Balanced Advantage Fund - Regular Plan - Growth
UTI Balanced Advantage Fund - Regular Plan - Growth
UTI Balanced Advantage Fund - Regular Plan - Growth
UTI Balanced Advantage Fund - Regular Plan - Growth
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