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UTI Balanced Advantage Fund - Direct Plan - Growth

  • Regular
  • Direct
Category : Dynamic Asset Allocation or Balanced Advantage
Fund House : UTI Mutual Fund

Scheme Objective

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

Scheme Details

  • Fund manager(s)Anurag Mittal , Sachin Trivedi
  • Launch date – 10-Aug-2023
  • Expense ratio – 0.49% as declared on 30-Sep-2025 (category average is 0.74%)
  • Benchmark - NIFTY 50 Hybrid Composite Debt 50:50 Index
  • Min SIP amount - ₹
  • Min investment amount (one time- first time) - ₹
  • Min investment amount (addtional purchase) - ₹
  • Type : Open Ended Fund. You can invest any time in this fund.

Exit Load

UTI Balanced Advantage Fund - Direct Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges.

Net Buy Price
Buy Date
Sell Date
  • Gross Profit
  • Exit Charges
  • Net Profit

Tax Rate

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 12.5%, if your total long term capital gain exceeds 1.25 lakh. Any cess/surcharge is not included. If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 20%. Any cess/surcharge is not included in the 20%.

Contact Details

UTI Asset Management Co. Pvt. Ltd.
UTI Towers, Gn Block, Bandra Kurla Complex, Bandra (East) Mumbai 400051
Tel no.: 022-66786666
Fax no.: 022-66786503/66786578
Website.: www.utimf.com

Forum

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