TATA Balanced Advantage Fund Direct Plan - Reinvestment of Income Distribution cum capital withdrawal option vs UTI - Unit Linked Insurance Plan
Side-by-side comparison of NAV, returns, expense ratio and star rating.
TATA Balanced Advantage Fund Direct Plan - Reinvestment of Income Distribution cum capital withdrawal option
Tata Mutual Fund
★★★★★
Hybrid · Dynamic Asset Allocation or Balanced Advantage
UTI - Unit Linked Insurance Plan
UTI Mutual Fund
★★★★★
Hybrid · Dynamic Asset Allocation or Balanced Advantage
| Metric | TATA Balanced Advantag... | UTI - Unit Linked Insu... |
|---|---|---|
| NAV | ₹22.95 | ₹42.68 |
| Star Rating | ★★★★ | ★★★★ |
| Expense Ratio | 1.35% | 0.26% |
| AUM | ₹70,569 Cr | ₹15,691 Cr |
| 1M Return | -2.11% | +0.93% |
| 3M Return | +0.31% | -4.55% |
| 6M Return | -2.31% | +18.17% |
| 1Y Return | +2.6% | +56.08% |
| 3Y CAGR | +11.7% | +34.98% |
| 5Y CAGR | +10.88% | +24.32% |
| Risk Level | — | — |
| Fund Manager | S Naren, Rajat Chandak, Manish Banthia, Ihab Dalwai | Raviprakash Sharma |