Welcome To myplexus.com

Fund Facts
  • Name of Fund:
    UTI Balanced Advantage
  • Opening:
    21st July 2023
  • Closing:
    4th August 2023
  • Scheme Type:
    Open Ended Dynamic Asset Allocation/Balanced Advantage Fund
  • Minimum Investment:
    Rs.5000/- and in multiples of Re.1/- thereafter.
  • Plan:
    Regular and Direct
  • Options:
    Growth and IDCW
  • Entry Load:
    Not Applicable
  • Exit Road:
    1% of NAV if units redeemed/switched out exceeds 10% of allotted units within 12 months from allotment date
  • Thereafter:

Fund Stats


The scheme intends to provide long-term capital appreciation and income by investing in a dynamically managed portfolio of equity and debt instruments.

  • Benchmark:

  • S&P CNX Nifty Total Return Index

  • Fund Manager:

  • Sachin Trivedi, Anurag Mittal, Deepesh Agarwal

Asset Allocation

30-90% Equity
10-70% Money Market
Comparable existing schemes
Bandhan Balanced Advantage Fund 9.54(6M) 10.43(1Y)
HDFC Balanced Advantage Fund 13.81(6M) 23.51(1Y)

Fund Prognosis

Idea Distiller

A very late entrant to the BAF category.

  • Fund House AAUM:

  • Rs. 24819160.72 Lakhs (as on 30th June 2023)

  • Fund Manager:

  • Combined experience of above 15 years

Scheme DNA 4 fundamentals

  • RISK

OOMP Factor

Very very tepid tug at the purse strings. I will definitely pass.