UTI BALANCED ADVANTAGE FUND REGULAR PLAN PAYOUT OF IDCW OPTION

UTI BALANCED ADVANTAGE FUND REGULAR PLAN PAYOUT OF IDCW OPTION

Overview
Returns
Risk
Portfolio
Information

Historical NAV & Returns

Current NAV(06 Mar 2026)
₹12.45
Returns
0.00%
Benchmark Rt
0.00%
Compare with
Loading Chart Animation

Calculate Your Returns

UTI BALANCED ADVANTAGE FUND REGULAR PLAN PAYOUT OF IDCW OPTION

UTI BALANCED ADVANTAGE FUND REGULAR PLAN PAYOUT OF IDCW OPTION
Growth Calculator

SIP Amount

Investment Duration

Step up (Annually)

Explore Our Portfolio
Confused About Where to Invest?

Stop comparing, start growing. Get expert-made portfolios ready for you.

Check PortfolioSee Expert Picks

Fund Overview

Fund Size:

₹3,136.32 Cr.

Minimum SIP:

₹500

Minimum Lumpsum:

₹5000

ISIN:

INF789F1AYU5

Fund Rating:
Expense Ratio:

1.9%

Lock In:

No Lock-in

Exit Load:
UTI Balanced Advantage Fund - Regular Plan - IDCW charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.

Trailing Returns

View full Return Analysis
Period1W1M3M6M
This Fund-0.96%0.59%-1.33%1.08%
Category Average-1.85%-1.68%-2.81%0.04%
Benchmark Returns-1.20%-1.40%-2.41%0.94%

Risk Analysis

View full Risk Analysis
Risk Meter
VERY HIGH RISK

Suitable for aggressive investments and investors with very high-risk tolerance.

About This Fund

More Information

UTI BALANCED ADVANTAGE FUND REGULAR PLAN PAYOUT OF IDCW OPTION is a scheme launched by UTI Mutual Fund on August 10, 2023, and falls under the Dynamic Asset Allocation fund category. It currently manages an AUM of Rs 3,136.32 crore. The fund permits investments with a minimum SIP of Rs 500 and a lump sum of Rs 5000. It charges an expense ratio of 1.9% for managing the portfolio.

  • Investing Strategy:

    The scheme intends to provide long-term capital appreciation and income by investing in a dynamically managed portfolio of equity and debt instruments.

  • Performance:

    UTI BALANCED ADVANTAGE FUND REGULAR PLAN PAYOUT OF IDCW OPTION trailing returns over different times are 8.97% (1 year), 0% (3 year) and 0% (5 year). The average annual return of this fund stands at -2.21%.

SIP Amount

Monthly SIP Date

UTI BALANCED ADVANTAGE FUND REGULAR PLAN PAYOUT OF IDCW OPTION

Suitabilty Test For Finding this Fund is Suitable or Not for User.Suitabilty Test For Finding this Fund is Suitable or Not for User.
Is This Mutual Fund Right for You?

+10k investors used our Suitability Test to get better returns

Need Help? Let’s Connect

Query ButtonRaise a QueryWhatsApp ButtonChat on WhatsAppEmail ButtonEmail UsCall Button+91 9660032889
Phone Right

Frequently Asked Questions

Everything You Need To Know To Get Started With Confidence

Net asset value is the per unit price of the mutual fund. The NAV of funds changes every day. The latest NAV of UTI BALANCED ADVANTAGE FUND REGULAR PLAN PAYOUT OF IDCW OPTION as on 06-03-2026 is 12.4502.