UTI Balanced Hybrid Fund Data Missing: Compare Peers
By Business Desk
UTI Balanced Hybrid Fund’s scheme data is unavailable. Explore peer fund performance and key metrics like NAV for insights into balanced hybrid investments.
If you’re exploring investment options, you might notice that the UTI Balanced Hybrid Fund – Regular Plan explicitly states its scheme data is not available. This means you won’t find specific details for this fund right now.
However, the good news is that you can still gain insights by looking at how similar funds are performing. The information provided does offer a comprehensive comparison with several other balanced hybrid funds, which can be a helpful benchmark.
Comparing with Peer Funds
You can review data from other funds in the same category. These peer funds offer a clearer picture of what to expect from balanced hybrid schemes.
- Franklin India Retirement Fund Regular-IDCW
- 360 ONE Balanced Hybrid Fund Regular – IDCW
- ICICI Prudential Balanced Hybrid Fund-IDCW
Key Metrics for Peer Funds
For these comparative funds, you will find important financial metrics that can guide your understanding. These include the fund’s value and its overall size.
- Net Asset Value (NAV)
- Assets Under Management (AUM)
The article also provides performance data across various timeframes. This allows you to see how these funds have historically performed over different periods.
- Monthly, quarterly, and yearly returns
- Cumulative returns
- SIP (Systematic Investment Plan) returns
- Discrete returns
Understanding Fund Performance
Beyond simple returns, you can also dig into more quantitative measures for these peer funds. This helps you understand the fund’s risk and return characteristics in detail.
- Mean Returns, Alpha, Beta, R-Squared
- Treynor, Sharpe Ratio, and Standard Deviation
Additionally, you can see how these funds allocate their investments. This breakdown shows you the split between different asset classes, like equity, debt, and cash components.
While specific data for the UTI Balanced Hybrid Fund – Regular Plan is not available, examining its peers provides valuable context. You can use these comparative insights to better understand the balanced hybrid fund category as you make your financial decisions.