Compare Mutual Funds
UTI Balanced Advantage Fund
Select a Mutual Fund
Risk
Very High
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Rating
-
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Min SIP Amount
₹500
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Expense Ratio
1.97
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NAV
₹12.90
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Fund Started
21 Jul 2023
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Fund Size
₹3021.97 Cr
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Exit Load
Exit load of 1%, if redeemed within 90 days.
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1 Year
-2.29%
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3 Year
-
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5 Year
-
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Equity
67.57%
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Cash
6.68%
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Top 10 Holdings
HDFC Bank Ltd. | 7.67% |
ICICI Bank Ltd. | 6.50% |
Reliance Industries Ltd. | 4.42% |
Bharti Airtel Ltd. | 3.48% |
Kotak Mahindra Bank Ltd. | 2.97% |
Axis Bank Ltd. | 2.80% |
Bajaj Finance Ltd. | 2.72% |
Infosys Ltd. | 2.68% |
State Bank of India | 2.51% |
Larsen & Toubro Ltd. | 2.06% |
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Name
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Start Date
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Description
The scheme seeks to provide long-term capital appreciation and income by investing in a dynamically managed portfolio of equity and debt instruments.
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Launch Date
21 Jul 2023
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