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UTI Balanced Advantage Fund - Regular Plan - IDCW
Side-by-side metrics
Metric#151884
SchemeUTI Balanced Advantage Fund - Regular Plan - IDCW
HouseUTI Mutual Fund
CategoryHybrid Schemes - Balanced Advantage Fund/ Dynamic Asset Allocation
Latest NAV₹12.5662
1M return-1.36%
3M return3.65%
6M return0.75%
1Y return-0.12%
3Y CAGR7.65%
5Y CAGR
Inception CAGR7.96%
σ 1Y (annualized)8.54%
σ 3Y (annualized)7.64%
Max drawdown (all)-10.75%
Sharpe 1Y (rf=6%)-0.72
Sharpe 3Y (rf=6%)0.20