Overview
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₹12.82
▲ 0.03
(0.23%)
Funds in the same category by AUM
You can invest in UTI-Balanced Advantage Fund - Direct (G) through a lump sum investment or a monthly SIP. The minimum lump sum investment is ₹5,000 and the minimum SIP amount is ₹500.
The latest NAV of UTI-Balanced Advantage Fund - Direct (G) is ₹12.82.
UTI-Balanced Advantage Fund - Direct (G) manages assets worth ₹3,022.50 Cr.
The expense ratio of UTI-Balanced Advantage Fund - Direct (G) is 0.71%.
The exit load applicable on UTI-Balanced Advantage Fund - Direct (G) 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..
As per the riskometer, UTI-Balanced Advantage Fund - Direct (G) carries Very High risk.
UTI-Balanced Advantage Fund - Direct (G) is managed by UTI Mutual Fund.
UTI-Balanced Advantage Fund - Direct (G) belongs to the Dynamic Asset Allocation Fund or Balanced Advantage Fund category.
UTI-Balanced Advantage Fund - Direct (G) is benchmarked against the Nifty 50 Hybrid Composite Debt 50:50 Index.
UTI-Balanced Advantage Fund - Direct (G) has no lock-in period, so units can be redeemed at any time subject to the applicable exit load.
UTI-Balanced Advantage Fund - Direct (G) was launched on 10 Aug 2023.
After the initial investment, you can invest in UTI-Balanced Advantage Fund - Direct (G) in further multiples of ₹1,000.
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.
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.
10 Aug 2023
₹3,022.50 Cr
₹12.82
₹500
₹5,000
Very High
0.71%
3.43
0.63
0.50
2.49
0.96
-0.01
—
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.
This fund has Very High risk.
Returns over a year are annualised (per year, compounded).
Calendar year return from the first period shown through each year.
Funds in the same category by AUM