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

Plan: OPEN | Option: Dividend | Sachin Trivedi

02 Jul 25 | 12:00 AM

12.75 -0.02 (-0.16%)

  • Outperforms

    8.79%

    Return (1Y)

    beaten Hybrid - Equity Oriented by 2.20%

  • Less Volatile

    0.48%

    Standard Deviation (1Y)

    Lower than Hybrid - Equity Oriented by -0.18%

  • Consistent

    7/12

    Months

    Has beaten Hybrid - Equity Oriented

  • Value research rating

    Not Rated
JavaScript chart by amCharts 3.20.9NAVMar 06Apr 06May 06Jun 06Sep 06Oct 06Nov 06Dec 06
JavaScript chart by amCharts 3.20.9UTI-Balanced Advantage Fund - Regular (IDCW)

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 (IDCW), has Beaten its benchmark, Hybrid - Equity Oriented by 2.21% (CAGR difference)

8.79%

Outperforms

This is +ve Alpha
Performance Chart for Rs

Invested in

03 Jul 2024

JavaScript chart by amCharts 3.20.96.406.606.807.007.207.407.607.808.008.208.408.608.809.00
JavaScript chart by amCharts 3.20.9UTI-Balanced Advantage Fund - Regular (IDCW) Hybrid - Equity Oriented

Risk

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

0.48%

Less Volatile

Risk Meter

JavaScript chart by amCharts 3.20.90.460.480.500.520.540.560.580.600.620.640.66
JavaScript chart by amCharts 3.20.9UTI-Balanced Advantage Fund - Regular (IDCW) Hybrid - Equity Oriented

Peer Comparison on Risk - Return

Consistency

For 7 out of Last 12 Months, i.e 58.33% 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
JavaScript chart by amCharts 3.20.9Monthly Return ComparisonJanJanJanJanJanJanJanJanJanJanJanJan-10-50510
JavaScript chart by amCharts 3.20.9UTI-Balanced Advantage Fund - Regular (IDCW) Hybrid - Equity Oriented
JavaScript chart by amCharts 3.20.9Monthly AlphaJanJanJanJanJanJanJanJanJanJanJanJan-2024
JavaScript chart by amCharts 3.20.9-ve Alpha (%)+ve Alpha (%)

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, 26 Stocks beating the benchmark 34 Stocks not beating the benchmark

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9Outperforming StocksUnderperforming Stocks

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