Market Snapshot
  • BSE Sensex: 83786.64 -0.32%
  • BSE 500: 37055.93 -0.01%
  • BSE 200: 11600.06 -0.12%
  • BSE 100: 26788.59 -0.19%
  • BSE MidCap: 46745.53 0.44%
  • BSE SmallCap: 54616.14 0.68%
  • BSE BANKEX: 64469.99 -0.13%
  • BSE IT: 38095.35 0.09%
  • Nifty 50: 25546.4 -0.36%
  • Nifty 500: 23610.85 -0.04%
  • Nifty 200: 14255 -0.15%
  • Nifty 100: 26153.05 -0.27%
  • Nifty Midcap 100: 59648.9 0.44%
  • Nifty Small 100: 19089.35 0.59%
  • Nifty IT: 38884.3 0.16%
  • Nifty PSU Bank: 7174.3 2.26%
News:
  • NLC India gains after LoA from...
  • Waaree Energies jumps after ar...
  • Alembic Pharmaceuticals Ltd le...
  • Hind Rectifiers gains after ba...
  • Karnataka Bank drops after MD ...
  • Euro to INR:  100.32 0.36%
  • Pound to INR:  117.66 0.39%
  • Yen to INR:  0.59 0.31%
  • Dollar to INR:  85.73 -0.30%
My Portfolio:
  • 0.00 0

Quotes

Back To Menu

UTI-Balanced Advantage Fund - Regular (G) Hybrid - Equity Oriented
INVEST

Plan: OPEN | Option: Growth | Sachin Trivedi

27 Jun 25 | 12:00 AM

12.80 0.03 (0.23%)

  • Outperforms

    9.19%

    Return (1Y)

    beaten Hybrid - Equity Oriented by 2.03%

  • Less Volatile

    0.48%

    Standard Deviation (1Y)

    Lower than Hybrid - Equity Oriented by -0.18%

  • Not so consistent

    6/12

    Months

    Has beaten Hybrid - Equity Oriented

  • Value research rating

    Not Rated
JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9UTI-Balanced Advantage Fund - Regular (G)

Critical Parameters

Everyone of us wants to create wealth by investing in top funds. Have a look at the key parameters that you need to check before deciding to invest in a mutual fund.

Returns

In last 1 year UTI-Balanced Advantage Fund - Regular (G), has Beaten its benchmark, Hybrid - Equity Oriented by 2.03% (CAGR difference)

9.19%

Outperforms

This is +ve Alpha
Performance Chart for Rs

Invested in

30 Jun 2024

JavaScript chart by amCharts 3.20.97.007.207.407.607.808.008.208.408.608.809.009.209.40
JavaScript chart by amCharts 3.20.9UTI-Balanced Advantage Fund - Regular (G) Hybrid - Equity Oriented

Risk

In last 1 year , the volatility of UTI-Balanced Advantage Fund - Regular (G),is Lower than its benchmark, Hybrid - Equity Oriented by -0.18%

0.48%

Less Volatile

Risk Meter

JavaScript chart by amCharts 3.20.90.460.480.500.520.540.560.580.600.620.640.660.68
JavaScript chart by amCharts 3.20.9UTI-Balanced Advantage Fund - Regular (G) Hybrid - Equity Oriented

Peer Comparison on Risk - Return

Consistency

For 6 out of Last 12 Months, i.e 50% of the times It has beaten its benchmark, Hybrid - Equity Oriented

Consistency Meter

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9ConsistentInconsistent

View Stock Composition