UTI Balanced Advantage Fund
Holdings
91
Broad portfolio
Top 10 weight
41%
Concentration
Strategy
Active
Portfolio style
Equity
74%
Asset allocation
Portfolio
33Sectors2Large positions22.2%Top: Banks0.0%Cash
Market-cap allocation
Large cap55%
Mid cap5%
Small cap4%
Asset allocation
Equity74%
Top holdings
EQ - HDFC BANK LIMITEDEQUITY7.1%
EQ - ICICI BANK LTDEQUITY6.7%
EQ - RELIANCE INDUSTRIES LTD.EQUITY4.4%
EQ - BHARTI AIRTEL LTD.EQUITY3.6%
MF UNITS UTI - FLOATER FUNDMUTUAL_FUND3.5%
7.06% GS MAT - 10/04/2028DEBT3.5%
EQ - INFOSYS LTD.EQUITY3.2%
NET CURRENT ASSETSDERIVATIVE3.0%
EQ - BAJAJ FINANCE LTD.EQUITY2.9%
EQ - KOTAK MAHINDRA BANK LTD.EQUITY2.9%
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Portfolio read
- 74% equity.
- Large-cap exposure is 55%.
- Largest equity sector is Banks at 22.2%.
Watchpoints
- Review concentration alongside the fund mandate.
Generated from current fund metrics. Educational research only.
Peer comparison
Other funds in Dynamic Asset Allocation Fund.
Explore comparable funds →Sector exposure
Showing top sectors from the current portfolio.
Banks22.2%
IT - Software6.5%
Automobiles5.3%
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