UTI-Balanced Advantage Fund – Direct (IDCW)
500
Min SIP
5,000
Min Lumpsum
0.51 %
Expense Ratio
Rating
2,296
Fund Size (in Cr)
1 Month
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 1 yrs
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Invested Amount--
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Wealth Gained--
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Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | - | - | - | 2.2% | ||||
| Category Average | 12.9% | 21.8% | 13.8% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Advance Ratio
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Alpha
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SD
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Beta
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Sharpe
Exit Load
| Exit Load | Redemption / switch out within 12 months from the date of allotment - (i) upto 10% of the alloted units - Nil (ii) beyond 10% of the alloted units - 1.00% Redemption / swith out after 12 months from the date of allotment - Nil |
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Fund Objective
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 scheme will be achieved.
Fund Managers
Sachin Trivedi
Sachin Trivedi is currently a Senior Vice President and Designated Head of Research and Fund Manager, Equities at UTI AMC Ltd. He is a B.com graduate from Narsee Monjee College of Commerce, Mumbai. He holds a Post Graduate Diploma in Management (MMS) from the KJ Somaiya Institute of Management Studies & Research, University of Mumbai. He also holds a CFA charter, awarded by the CFA Institute, USA. He started his career at UTI in June 2001. Sachin has 16 years of research and portfolio management experience. In research, he specialized in automotive suppliers, utilities, capital goods, and logistics.
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
-
- 1,373
-
12.3%Fund Size - 1,373
-
10%Fund Size - 1,373
-
9.5%Fund Size - 1,373
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- 61,598
-
22.8%Fund Size - 61,598
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29.2%Fund Size - 61,598
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16%Fund Size - 61,598
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- 9,394
-
11.9%Fund Size - 9,394
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16.2%Fund Size - 9,394
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13.1%Fund Size - 9,394
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- 6,794
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12.4%Fund Size - 6,794
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15.6%Fund Size - 6,794
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11.7%Fund Size - 6,794
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- 49,102
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11.8%Fund Size - 49,102
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15.4%Fund Size - 49,102
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12%Fund Size - 49,102
AMC Contact Details
UTI Mutual Fund
AUM:
2,48,191 Cr
Address:
UTI Towers, Gn Block,
Bandra Kurla Complex,
Bandra (East), Mumbai 400 051
Contact:
66786666
Email ID:
service@uti.co.in
Frequently Asked Questions
How to invest in UTI-Balanced Advantage Fund – Direct (IDCW) ?
You can invest in UTI-Balanced Advantage Fund – Direct (IDCW) in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for UTI-Balanced Advantage Fund – Direct (IDCW) in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of UTI-Balanced Advantage Fund – Direct (IDCW) ?
The NAV of UTI-Balanced Advantage Fund – Direct (IDCW) is ₹10.1 as of 21 September 2023.
How to redeem UTI-Balanced Advantage Fund – Direct (IDCW) holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of UTI-Balanced Advantage Fund – Direct (IDCW)?
The minimum SIP amount of UTI-Balanced Advantage Fund – Direct (IDCW) is ₹500
How can I redeem my investments in UTI-Balanced Advantage Fund – Direct (IDCW)?
Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select UTI-Balanced Advantage Fund – Direct (IDCW) in Scheme, enter the redemption amount, and click on submit button.
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select UTI-Balanced Advantage Fund – Direct (IDCW) in Scheme, enter the redemption amount, and click on submit button.
How much returns have UTI-Balanced Advantage Fund – Direct (IDCW) generated ?
The UTI-Balanced Advantage Fund – Direct (IDCW) has delivered 2.2% since inception
What is the expense ratio of UTI-Balanced Advantage Fund – Direct (IDCW) ?
The expense ratio of UTI-Balanced Advantage Fund – Direct (IDCW) is 0.51 % as of 21 September 2023.
What is the AUM of UTI-Balanced Advantage Fund – Direct (IDCW)?
The AUM of UTI-Balanced Advantage Fund – Direct (IDCW) is ₹2,48,191 Cr as of 21 September 2023
What are the top stock holdings of UTI-Balanced Advantage Fund – Direct (IDCW)?
The top stock holdings of UTI-Balanced Advantage Fund – Direct (IDCW) are
- HDFC Bank - 6.52%
- ICICI Bank - 5.75%
- Infosys - 3.22%
- TCS - 3.21%
- Larsen & Toubro - 2.96%
Can I make investments in both the SIP and Lump Sum schemes of UTI-Balanced Advantage Fund – Direct (IDCW)?
Yes, You can select both SIP or Lumpsum investment of UTI-Balanced Advantage Fund – Direct (IDCW) based on your investment objective and risk tolerance.