Hybrid · Dynamic Asset Allocation or Balanced Advantage

UTI Balanced Advantage Fund

UTI Mutual Fund

Benchmark

NIFTY 50 Hybrid Composite Debt 50:50 Index

Riskometer

Very High

Size

₹2,856 cr

Allotted

10 Aug 2023

Holdings as of

Not on record

UTI Balanced Advantage Fund is a dynamic asset allocation or balanced advantage fund of UTI Mutual Fund with ₹2,856 cr under management. It is ahead of its benchmark (NIFTY 50 Hybrid Composite Debt 50:50 Index) in 2 of 2 periods. Its direct plan charges 0.91% a year. "Equity has managed it for 3.2 years.

Debt and hybrid funds: the company-level sections (scorecard, companies inside, how it is run, nearest index) are not shown. Mix, returns, costs and managers only.

What is UTI Balanced Advantage Fund invested in?

Mix not on record

Has UTI Balanced Advantage Fund beaten its benchmark?

Ahead of its benchmark, NIFTY 50 Hybrid Composite Debt 50:50 Index, in 2 of 2 periods in AMFI's figures; −3.38% over the last year against −4.16%.

Official figures

AMFI performance feed, 13 Oct 2026

Ahead of its benchmark (NIFTY 50 Hybrid Composite Debt 50:50 Index) in 2 of 2 periods.

Period	Direct	Regular	Benchmark	Ahead	Rank
1y	−3.38%	−4.61%	−4.16%	+0.78	🔒
3y	+7.62%	+6.17%	+5.99%	+1.63	🔒
5y	—	—	—	—	—
10y	—	—	—	—	—

Ahead in points a year · its rank among Dynamic Asset Allocation or Balanced Advantage funds, and how steady the lead is, in the app

Risk, falls and every year

🔒 Pro

Its worst fall and how long it took to recover, three-year stretches, Sharpe, beta and capture ratios, calendar years beside the index, and money in and out: in the app.

See them in the app →

What does UTI Balanced Advantage Fund cost?

0.91% a year on the direct plan, 2.01% on the regular plan; 5 of 16 funds in its category charge less.

Direct plan

0.91% a year

Category median 0.99%

Regular plan

2.01% a year

Category median 2.38%

Gap

1.10 points

for the same holdings

5 of 16 funds in its category charge less on the direct plan.

Expense report, Oct 2026 · Hybrid Schemes - Balanced Advantage Fund/ Dynamic Asset Allocation

What the regular plan costs you over time

🔒 Pro

The same money left for years in the direct and the regular plan, side by side, and what the commission takes: in the app.

Who manages UTI Balanced Advantage Fund?

"Equity, since 10 Aug 2023; Sachin Trivedi, since 10 Aug 2023; Debt, since 10 Aug 2023.

"Equity

3.2 years

since 10 Aug 2023

Sachin Trivedi

3.2 years

since 10 Aug 2023

Debt

3.2 years

since 10 Aug 2023

And 1 more; every manager, the other funds each runs and the changes over time are in the app.

Benchmark as filedNifty 50 Hybrid Composite Debt 50:50 Index

Exit load

(A) Redemption / Switch out within 90 days from the date of allotment – 1.00% (B) Redemption / Switch out after 90 days from the date of allotment – NIL Any redemption/ switch out of units would be done on a First in First Out (FIFO) basis. The above exit load is applicable for all redemptions/switch-out transactions including Systematic Investment Plan (SIP), Systematic Withdrawal Plan (SWP), Systematic Transfer Plan (STP) and Flexi Systematic Transfer Plan (Flexi STP) etc.

From 2 Scheme Summary Documents filed with NSE, first on 10 Sep 2026; as on 4 Oct 2026

Questions people ask

Who manages UTI Balanced Advantage Fund?

"Equity (manager) since 10 Aug 2023; Sachin Trivedi (manager) since 10 Aug 2023; Debt (manager) since 10 Aug 2023; Anurag Mittal " (manager) since 10 Aug 2023.

What is the expense ratio of UTI Balanced Advantage Fund?

0.91% a year on the direct plan and 2.01% on the regular plan (expense report, Oct 2026).

How has UTI Balanced Advantage Fund done?

Its direct plan returned +7.62% a year over 3 years against +5.99% for its benchmark, NIFTY 50 Hybrid Composite Debt 50:50 Index, as of 13 Oct 2026.