|Fund Type||Open Ended|
|Benchmark||CRISIL Hybrid 25+75 Aggressive Index|
|Asset Size(Cr)||5948.83 (As on Mar 31, 2019)|
|Fund Manager||V Srivatsa , Sunil Madhukar Patil|
|Notes||UTI Unit Scheme - 2002 has been merged with UTI Balanced Fund , w.e.f. November 21, 2006.|
|Min SIP Investment||500|
|Min Addl Investment||1000|
|Exit Load||1 % For 365 Days|
- Returns for less than one year are Absolute, and those for more than one year are Annualised (CAGR).
|Fund Name||Ratings||1 Yr Rtn.||3 Yr Rtn.||5 Yr Rtn.|
|Mirae Asset Hybrid Equity Fund (G)||10.39%||14.21%||%|
|ICICI Prudential Equity & Debt Fund (G)||5.47%||13.77%||15.16%|
|Sundaram Equity Hybrid Fund (G)||6.3%||13.13%||10.79%|
|Canara Robeco Equity Hybrid Fund (G)||6.91%||12.67%||14.89%|
|SBI Equity Hybrid Fund (G)||6.65%||11.77%||14.74%|
|No. of Investment||Amount Invested||Investment Value As on date||Units Purchased||CAGR|
| No. of Investment
|| Amount Invested
|| Investment Value As on date
|| Units Purchased || CAGR
The graph depicts the wealth generated or the historical returns offered by the SIP investments made in the selected time horizon.
|Total Amount Invested||Investment Value As on Date||Total Units Purchased||Abs. Return|
| Total Amount Invested
|| Investment Value As on Date
|| Total Units Purchased || Abs. Return
The graph depicts the wealth generated or the historical returns offered by the lump sum investments made in the selected time horizon.
|Sector||Value(In Cr)||Allocation (%)|
|Holdings||Instrument||Industry||Rating||Market Value||% to NAV|
UTI Balanced Fund is one of the best equity-oriented hybrid schemes, which aims to provide the benefits of both the worlds, i.e., debts and equity. Launched in 1995, this plan is managed by the expert fund manager of UTI mf which is India’s oldest mutual fund house. Being part of a renowned organisation, this plan has gained a superior position in the minds of the investors. It is an open-ended plan which tends to provide the feasibility of redeeming the funds as and when required. The investors seeking capital growth along with financial stability must have this plan in their portfolio. Here we have provided a brief synopsis of the scheme to help you gain knowledge about the same.
The scheme aims to invest in a portfolio consisting of equity and equity-related securities as well as fixed-income securities, i.e., debt and money market instruments with a view to generating regular income together with capital appreciation. It is a growth-oriented plan which aims to provide high worth of capital to the investors over a period of time. Being equity-oriented in the hybrid fund's category, its objective of providing capital appreciation is easily attainable. The fund manager makes sure that the scheme makes investments in the best opportunities in the market.
NAV of UTI Balanced Fund growth amounted to Rs.149.953 as on March 27, 2018, which depicts its per-unit market value. The minimum investment amount to buy a lump sum in this scheme is Rs.1000, while for purchasing a SIP investment plan, a minimum amount equivalent to Rs.500 is payable. As per the Riskometer, the fund is categorised in the moderately high-risk plans. The benchmark against which performance of uti balanced fund is measured is CRISIL Balanced Fund (Aggressive). 1% exit load is chargeable for units more than 10% of the investment if redeemed within 365 days of purchase.
The scheme holds a substantial position in the top-five funds in the “Balanced Fund” category as per CRISIL rating for the quarter which ended in December 2016. The absolute annual returns of the scheme were 8.6% in the year 2016. Its track record can be further evaluated with the three- and five-year investment returns offered by the scheme which is 15.70 and 14.30 percent respectively. The scheme is an outperformer in its category for a long time. It has outperformed its benchmark by offering commendable profits many a time. The average returns offered by the scheme since its inception are 15.78%.
The scheme has a well-diversified portfolio with a balanced investment in the equity, debt, and cash or call instruments. The 69.41% of the funds are allocated in the equity and equity-related securities, 16.48% of the total funds are invested in the debt assets, and the remaining 14.11% of the funds are put in the cash or call instruments.
The sector allocation graph of the fund depicts that the majority of the investments are made in the financial, healthcare, technology, energy, and automobile industries. The top holdings in the case of equity investments are HDFC Bank, ICICI Bank, Larsen & Toubro, ITC, Infosys, and Mahindra & Mahindra. For debt investments, the major investments include debentures, central government loans, GOI securities and bonds of different organisations.
Hence, you can contemplate that the fund has the potential to grow the money in a well-planned manner with investments in the best entities and instruments.
If you too wish to gain the benefit of balanced investments, and want to earn financial stability along with capital appreciation, then UTI Balanced Fund Growth is a must to be considered plan. With a sound portfolio and tremendous track record, it has maintained a stable position in the market due to which it is highly preferred by the advisors.
Our fund analysts are of the view that this plan can let the invested capital grow exceptionally higher in the considerably longer duration of time. So if you too wish to make high earnings with this plan, you must start your online mutual fund investment with us in a completely hassle-free manner.
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