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This Fund:
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹500 & Lump. ₹5000
AUM (Fund size)
₹2,945 Cr
Lock In Period
N/A
Expense Ratio
1.95
Benchmark
Nifty50 Hybrid Composite Debt 50:50 Index
Exit Load
Redemption/ switch out within 12 months from the date of allotment -i) up to 10% of the allotted units - Nil.ii) beyond 10% of the allotted Units - 1.00%Redemption/ switch out after 12 months from the date of allotment - Nil.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
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Portfolio Analysis
- Equity:
- Debt:
- Others
As on: 2025-04-30
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About Fund
UTI Balance Advantage Fund Growth managed by UTI Mutual Fund,is a Equity - Hybridscheme with Assets Under Management of ₹2,945 Crore. The fund benchmarks its performance against the Nifty50 Hybrid Composite Debt 50:50 Index while maintaining an expense ratio of 1.95. Under the expert guidance of Sachin Trivedi ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Peer Comparison
FAQs
UTI Balance Advantage Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of UTI Balance Advantage Fund Growth is 1.95. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
UTI Balance Advantage Fund Growth’s fund performance is as follows:
- 1 Month : %
- 6 Months : %
- 1 Year : %
- 3 Years : %
You can invest in UTI Balance Advantage Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of UTI Balance Advantage Fund Growth is ₹2,945 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in UTI Balance Advantage Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500