TickerKhojUTI Mutual Fund · Hybrid · Balanced Advantage · Regular plan
UTI Balanced Advantage Fund - Regular Plan - Growth
₹12.255NAV on 30 Oct 2026Expense ratio 2.01%
29 Oct 2025NAV low 11.72 · high 13.13-5.8%
In plain words
Over 3 years it returned +7.0% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -10.8%.
On 3-year return it ranks 20 of 30 funds in Balanced Advantage.
A monthly SIP over 3 years ended ₹8,181 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | +1.1% | +1.9% |
| 3 months | -2.8% | -5.1% |
| 6 months | -0.5% | -3.2% |
| 1 year | -5.5% | -10.2% |
| 3 years (yearly) | +7.0% | +7.4% |
| Since start (yearly) | +6.7% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,16,603 | -4.6% |
| 3 years | ₹3,60,000 | ₹3,70,785 | +1.8% |
Other plan of this fund: UTI Balanced Advantage Fund - Direct Plan - Growth