TATA Balanced Advantage Fund Direct Plan - Reinvestment of Income Distribution cum capital withdrawal option vs UTI - Unit Linked Insurance Plan- Direct
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- Direct
UTI Mutual Fund
★★★★★
Hybrid · Dynamic Asset Allocation or Balanced Advantage
| Metric | TATA Balanced Advantag... | UTI - Unit Linked Insu... |
|---|---|---|
| NAV | ₹22.95 | ₹46.45 |
| Star Rating | ★★★★ | ★★ |
| Expense Ratio | 1.35% | 0.14% |
| AUM | ₹70,569 Cr | ₹664 Cr |
| 1M Return | -2.11% | -3.48% |
| 3M Return | +0.31% | -6.06% |
| 6M Return | -2.31% | +35.59% |
| 1Y Return | +2.6% | +123.35% |
| 3Y CAGR | +11.7% | +46.7% |
| 5Y CAGR | +10.88% | +7.01% |
| Risk Level | — | — |
| Fund Manager | S Naren, Rajat Chandak, Manish Banthia, Ihab Dalwai | Ayush Jain |