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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹500 & Lump. ₹5000
AUM (Fund size)
₹3,136 Cr
Lock In Period
N/A
Expense Ratio
1.91
Benchmark
Nifty50 Hybrid Composite Debt 50:50 Index
Exit Load
Redemption / Switch out within 90 days from the date of allotment - 1.00%Redemption / Switch out after 90 days from the date of allotment - NIL.
Summary
Latest details for UTI Balance Advantage Fund Growth include a ₹12.8242 NAV as of Feb 13,2026 and returns since inception of --%. Minimum investments start at SIP ₹500. The UTI Balance Advantage Fund Growth AUM is ₹3,136 Cr, with a lock-in of N/A years, expense ratio of 1.91%, and benchmark Nifty50 Hybrid Composite Debt 50:50 Index. Exit load is - Redemption / Switch out within 90 days from the date of allotment - 1.00%Redemption / Switch out after 90 days from the date of allotment - NIL.. In the growth review for 1M Month/Year, the fund recorded 0.00% returns, against a category average of 0.00% and a category best of 0.00%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
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Portfolio Analysis
- Equity:
- Debt:
- Others
As on: 2025-12-31
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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 ₹3,136 Crore. The fund benchmarks its performance against the Nifty50 Hybrid Composite Debt 50:50 Index while maintaining an expense ratio of 1.91. 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
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundNippon India Aggressive Hybrid Fund - Segregated Portfolio 2 Growth | 0 | 4024.55 CR | 1.96 |
| This FundHelios Balanced Advantage Fund Growth | 0 | 312.32 CR | 2.42 |
| This FundUTI Balance Advantage Fund Growth | 0 | 3136.32 CR | 1.91 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundNippon India Aggressive Hybrid Fund - Segregated Portfolio 2 Growth | ||
| This FundHelios Balanced Advantage Fund Growth | 12.1764 | 0 |
| This FundUTI Balance Advantage Fund Growth | 8.504 | 0 |
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 1.91. 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 ₹3,136 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