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MF_151885

UTI Balanced Advantage Fund - Direct Plan - Growth Option

Hybrid Schemes - Balanced Advantage Fund/ Dynamic Asset Allocation

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End Amount
₹12,861.71
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
8.17%
MF_151885 Return
Benchmark CAGR
6.79%
Nifty 50
Inflation Adj. CAGR
4.12%
Real Annualized Return
Alpha
0.01
Excess Return vs Benchmark
Beta
0.64
Volatility vs Benchmark
Sharpe Ratio
0.23
Risk-Adjusted Return
Sortino Ratio
0.32
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 57% 10% 23%
60 days 57% 8% 14%
90 days 53% 8% 11%
180 days 48% 6% 5%
1Yr 69% 3% 4%
3Yr 100% 1% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period UTI Balanced Advantage Fund - Direct Plan - Growth Option Nifty 50
30 days 15.2% | -39.4% | 10.8% | 75.9% 26.6% | -57.4% | 9.3% | 148.8%
60 days -15.1% | -29.5% | 9.9% | 51.4% -23.0% | -41.8% | 7.4% | 91.1%
90 days -15.2% | -20.8% | 11.3% | 37.6% -25.0% | -32.9% | 10.0% | 59.7%
1 Year -4.2% | -3.5% | 8.6% | 23.0% -10.0% | -9.1% | 6.4% | 31.1%
3 Years 8.5% | 7.3% | 8.1% | 9.8% 7.7% | 5.4% | 6.9% | 9.2%
5 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
7 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
10 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
Periods of Negative Return (Drawdowns) 2 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Sept. 26, 2024 May 10, 2025 226 days 7% Nifty 50: 15% 12753 11881 12877
Jan. 2, 2026 Oct. 30, 2026 301 days 10% Nifty 50: 15% 13638 12210 12862