UTI Balanced Advantage Fund

Dynamic Asset Allocation / BAFHybrid Rank 28 of 34

NAV · Direct-Growth

₹12.59-0.07-0.53%

As of 1 Oct 2026 · AMFI

NAV growth-3.3%

Oct ’25Oct ’26

Arthkar verdictMixed picture

Returns

Lags category

0 of 2 periods ahead

Consistency

Steady

positive in 2 of 3 years

Trails its Dynamic Asset Allocation / BAF category on 1Y & 3Y.

1Y return

-3.5%

-6.3 vs cat

3Y CAGR

+7.7%

-1.6 vs cat

5Y CAGR

—

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

9.0%

3Y std dev

Go deeper on UTI Balanced Advantage Fund

Two data-only views, computed from this fund's real NAV history — no projections.

UTI Balanced Advantage Fund SIP returnsWhat ₹1,000–₹25,000/month actually became, 3 to 20 years — real results, with drawdowns and an FD comparison.UTI Balanced Advantage Fund real oddsYour real chances over every start date in history — how often it made money and beat a fixed deposit.

In plain English

UTI Balanced Advantage Fund is a Dynamic Asset Allocation / BAF scheme from UTI. 3-year CAGR: about 7.7%. Worst historical drawdown: -10% in Mar 2026 — ongoing.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Direct · Growth · INF789F1AYV3

NAV (Direct-Growth)

₹12.5861

Last 1Y

-3.30%

Oct 25Min ₹12.15 · Max ₹13.57 · 247 ptsOct 26

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

Mar 2026 — ongoing

-10.5%

Peak ₹13.57 on 2 Jan 2026 → trough ₹12.15 on 30 Mar 2026 (3 months down).

Not yet recovered

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Performance

Returns for various periods, with category average and peer rank.

Period	Returns	Category avg	Rank
1W	-1.83%	-1.86%	18/ 41
1M	-3.95%	-3.39%	31/ 41
3M	-3.23%	-2.64%	25/ 41
6M	+2.23%	+7.63%	35/ 41
YTD	-6.79%	+0.17%	39/ 40
1Y	-3.54%	+2.71%	38/ 40
2Y	+0.56%	+1.91%	27/ 39
3Y	+7.66%	+9.26%	28/ 34

Available plans & options

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