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

Plan: OPEN | Option: Dividend | Sachin Trivedi

15 Dec 25 | 12:00 AM

13.03 -0.02 (-0.12%)

  • Outperforms

    6.36%

    Return (1Y)

    beaten Hybrid - Equity Oriented by 1.66%

  • Less Volatile

    0.46%

    Standard Deviation (1Y)

    Lower than Hybrid - Equity Oriented by -0.13%

  • Not so consistent

    6/12

    Months

    Has beaten Hybrid - Equity Oriented

  • Value research rating

    Not Rated

Critical Parameters

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Returns

In last 1 year UTI-Balanced Advantage Fund - Regular (IDCW), has beaten its benchmark, Hybrid - Equity Oriented by 1.66% (CAGR difference)

6.36%

Outperforms

This is +ve Alpha

Performance Chart for Rs

Invested in

16 Dec 2024

Risk

In last 1 year , the volatility of UTI-Balanced Advantage Fund - Regular (IDCW),is Lower than its benchmark, Hybrid - Equity Oriented by -0.13%

0.46%

Less Volatile

Risk Meter

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

View Stock Composition