UTI BALANCED ADVANTAGE FUND - REGULAR PLAN - GROWTH OPTION
Hybrid • Very High Risk
UTI BALANCED ADVANTAGE FUND - REGULAR PLAN - GROWTH OPTION
Category: Hybrid
CRISIL Rating: Very High Risk
Code: UTFBGP-GR
NAV
₹12.28
0.11 (0.90%)
2026-09-15
Fund Rating
2 ⭐
Fund Information
| Fund Size (AUM): | 302.24 CR |
| Fund Strategy: | Very High Risk |
| Expense Ratio: | 1.9700% |
| Fund Manager: | |
| Min Lump Sum: | ₹5,000.00 |
| Min SIP: | ₹100.00 |
| ISIN: | INF789F1AYT7 |
| Benchmark: |
6.12%
3Y annualised
NAV
₹12.28
2026-09-15Fund Rating
2 ⭐
Fund Size
302.24 CR
Fund Strategy
Very High Risk
₹500
₹100,000
Total Investment:
₹15,000
Total Value:
₹0
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Sector Allocation
Top Holdings
| Security Name | Weight (%) |
|---|---|
| HDFC Bank Ltd | 8.84% |
| ICICI Bank Ltd | 5.46% |
| 7.06% Govt Stock 2028 | 4.92% |
| Net Current Assets | 4.27% |
| Bharti Airtel Ltd | 3.81% |
| Reliance Industries Ltd | 3.69% |
| Infosys Ltd | 3.40% |
| UTI Floater Dir Gr | 3.30% |
| Cash Offset For Derivatives | 2.84% |
| Bajaj Finance Ltd | 2.79% |
Fund Rating
⭐
2 out of 5
Funds in Same Category
| Fund Name | 1M | 6M | 1Y | 5Y | Since Inception | Rank |
|---|---|---|---|---|---|---|
| SBI TAX ADVANTAGE FUND-SERIES -II-GROWTH GROWTH | -0.13% | N/A | 33.59% | 22.31% | 23.05% | 1 |
| SBI TAX ADVANTAGE FUND - SERIES III - GROWTH | 0.10% | N/A | 31.53% | 26.83% | 22.63% | 2 |
| SBI LONG TERM ADVANTAGE FUND - SERIES V - REGULAR - GROWTH | -3.17% | N/A | -0.53% | 14.47% | 14.44% | 3 |
| UTI LONG TERM ADVANTAGE FUND - SERIES III - REGULAR PLAN - GROWTH PLAN | 0.71% | N/A | 76.54% | 14.25% | 15.53% | 4 |
| INVESCO INDIA FOCUSED FUND REGULAR PLAN GROWTH | -3.90% | N/A | -0.07% | 12.83% | 19.25% | 5 |
| UTI LONG TERM ADVANTAGE FUND SERIES V - REGULAR GROWTH PLAN | 0.58% | N/A | 77.38% | 0.00% | 9.03% | 6 |
| UTI LONG TERM ADVANTAGE FUND SERIES IV - REGULAR GROWTH PLAN | 0.66% | N/A | 78.25% | 0.00% | 10.19% | 7 |
| SBI TAX ADVANTAGE FUND - SERIES I | N/A | N/A | N/A | N/A | N/A | 8 |
| TATA INFRASTRUCTURE TAX SAVING FUND REGULAR PLAN GROWTH | N/A | N/A | N/A | N/A | N/A | 9 |
| EDELWEISS TAX ADVANTAGE FUND - REGULAR PLAN - GROWTH OPTION | N/A | N/A | N/A | N/A | N/A | 10 |
Other Funds by This AMC
| Fund Name | Fund Strategy | 3Y Returns | Rating | AUM (Cr) |
|---|---|---|---|---|
| UTI ARBITRAGE FUND - GROWTH PLAN | Bonds | 6.81% | 5 ⭐ | ₹0.01 |
| UTI MONEY MARKET FUND-REGULAR GROWTH | Liquid | 7.30% | 4 ⭐ | ₹0.02 |
| UTI MNC FUND - GROWTH PLAN | Thematic | 7.26% | 4 ⭐ | ₹0.00 |
| UTI LOW DURATION FUND-REGULAR GROWTH | Ultra Short | 7.16% | 4 ⭐ | ₹0.00 |
| UTI LOW DURATION FUND-DISCONTINUED - BONUS PLAN-BONUS | N/A | 7.15% | 4 ⭐ | ₹0.00 |
| UTI BANKING & PSU FUND-REGULAR PLAN - REGULAR PLAN - GROWTH | Thematic | 7.15% | 4 ⭐ | ₹0.00 |
| UTI MONEY MARKET FUND-DISCONTINUED REGULAR PLAN-GROWTH | Liquid | 7.10% | 4 ⭐ | ₹0.02 |
| UTI LIQUID FUND - REGULAR PLAN GROWTH | Liquid | 6.88% | 4 ⭐ | ₹0.03 |
| UTI CONSERVATIVE HYBRID FUND-REGULAR PLAN - GROWTH PLAN | Hybrid | 6.75% | 4 ⭐ | ₹0.00 |
| UTI ULTRA SHORT DURATION FUND -REGULAR PLAN-GROWTH | Ultra Short | 6.69% | 4 ⭐ | ₹0.00 |