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UTI Balanced Advantage Fund - Direct Plan - IDCW
Side-by-side metrics
Metric#151883
SchemeUTI Balanced Advantage Fund - Direct Plan - IDCW
HouseUTI Mutual Fund
CategoryHybrid Schemes - Balanced Advantage Fund/ Dynamic Asset Allocation
Latest NAV₹13.1038
1M return-1.26%
3M return3.97%
6M return1.39%
1Y return1.19%
3Y CAGR9.13%
5Y CAGR—
Inception CAGR9.44%
σ 1Y (annualized)8.54%
σ 3Y (annualized)7.64%
Max drawdown (all)-10.47%
Sharpe 1Y (rf=6%)-0.56
Sharpe 3Y (rf=6%)0.39