UTI India Balanced Fund USD Retail Acc header image

UTI India Balanced Fund USD Retail Acc

Fund

ISIN IE00BDRTD123 / Valor null

NAV (2025-12-03)
USD 9.36-0.61%

UTI India Balanced Fund USD Retail Acc
UMushroom community rating:

star star star star star
0.00 0 votes No rating yet
NegativeNeutralPositive

The UTI India Balanced Fund invests in a mix of Indian stocks and high-quality bonds to achieve both growth and income. The equity part holds a diverse range of large, mid, and small-cap Indian companies listed on major global and Indian stock exchanges. Meanwhile, the debt portion is made up of top-rated non-government bonds and debentures traded on Indian exchanges. The fund actively adjusts the balance between these stocks and bonds every three months to optimize returns for investors.

Content summarized by AI chatbot
Tags:
fixed income s&p bse 100 indian equity

Ratings & reviews

star star star star star

0.00

0 votes
Performance:
starstarstarstarstar
0.00
Innovation:
starstarstarstarstar
0.00
Society:
starstarstarstarstar
0.00
Nature:
starstarstarstarstar
0.00

OTHER SHARE CLASSES OF THIS FUND

UTI India Balanced Fund USD Institutional Dist
UTI India Balanced Fund USD Institutional Dist UTI India Balanced Fund USD Institutional Dist
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.60%USD 9.35
UTI India Balanced Fund Class C USD Dist
UTI India Balanced Fund Class C USD Dist UTI India Balanced Fund Class C USD Dist
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.61%USD 9.10
UTI India Balanced Fund EUR Retail Dist
UTI India Balanced Fund EUR Retail Dist UTI India Balanced Fund EUR Retail Dist
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.07%EUR 7.47
UTI India Balanced Fund USD Retail Dist
UTI India Balanced Fund USD Retail Dist UTI India Balanced Fund USD Retail Dist
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.61%USD 7.81
UTI India Balanced Fund Class C USD Acc
UTI India Balanced Fund Class C USD Acc UTI India Balanced Fund Class C USD Acc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.61%USD 12.32