UTI Balanced Advantage Fund(G)-Direct Plan

View the regular plan of this scheme

Rs 12.9611   0.0016(0.012 %) NAV as on 11 Jun 2025
Prime Rating: Unrated
Prime Recommendation: Upgrade to see

Fund type:
Hybrid
AUM (in crores):
₹ 2,959.03
Fund category:
Dynamic Asset Allocation
Fund manager(s):
Sachin Trivedi, Anurag Mittal
Benchmark:
NIFTY 50 Hybrid Composite Debt 50:50 Index
Minimum investment:
₹ 5000
Launch date:
10 Aug 2023
Min. additional investment:
₹ 1000
Expense ratio:
0.54 %
Exit load:
Nil upto 10% of units and 1% for remaining units on or before 12M, Nil after 12M

Scheme 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 the scheme will be achieved.


Performance (As on 11 Jun 2025)

Performance data is not available for this scheme.