UTI-Balanced-Advantage-Fund-Regular-Plan-Growth-Option

NAV

12.9298

-0.07 (-0.5182 %)

09-01-2026

CAGR Since Inception

11.53 %

NIFTY 50 Hybrid Composite debt 50:50 Index

11.45 %

Funds Manager

"Equity - Mr. Sachin Trivedi; Debt - Mr. Anurag Mittal "

Asset Allocation (%)

PORTFOLIO ANALYSIS of UTI-Balanced-Advantage-Fund-Regular-Plan-Growth-Option

Top 10 Stocks in portfolio (%)

Top 10 Sectors in portfolio (%)

Key Performance and Risk Statistics of UTI-Balanced-Advantage-Fund-Regular-Plan-Growth-Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
UTI-Balanced-Advantage-Fund-Regular-Plan-Growth-Option 7.24 3.54
Hybrid: Dynamic Asset Allocation - - - - - -

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