UTI Balanced Fund

UTI Balanced fund dividend option has provided a yield of 8% in addition to the appreciation. This compares quite favourably with a fixed deposit or any other fixed income instrument where the returns are much less and also tax-inefficient.  We also compared this yield with select peers and found  it to be competitive despite us being a conservative and large cap oriented fund.

The UTI Balanced fund has maintained a disciplined approach in allocation to various caps with reasonable  exposure to small caps  in tune with the investment philosophy as well as the name of the fund.

Scheme	Dividend Frequency	No. of Dividend declared Dec '15 to Dec 16	Dividend Yield	Cap Allocation			Concentration TOP 10 % of holding	1 Year performance
				Large Cap	Mid Cap	Small Cap
UTI Balanced Fund	Quarterly	4	8.12%	63%	27%	10%	38%	22.14%

UTI dividend philosophy is to remain steady  and competitive over a period of time. The fund has outperformed the benchmark index as well as BSE 100 and has delivered a return of over 22% in the last one year. The recent momentum in performance due to changes in the portfolio in the last 24 months has helped in attracting good volumes.

------------------------------------

Invest Rs 1,50,000 and Save Tax upto Rs 46,350 under Section 80C. Get Great Returns by Investing in Best Performing ELSS Funds

Top 4 Tax Saver Mutual Funds for 2017 - 2018

Best 4 ELSS Mutual Funds to invest in India for 2017

1. DSP BlackRock Tax Saver Fund

2. Invesco India Tax Plan

3. Tata India Tax Savings Fund

4. BNP Paribas Long Term Equity Fund

Invest in Best Performing 2017 Tax Saver Mutual Funds Online

Invest Best Tax Saver Mutual Funds Online

Download Top Tax Saver Mutual Funds Application Forms

For further information contact SaveTaxGetRich on 94 8300 8300

------------------------------------

Leave your comment with mail ID and we will answer them

OR

You can write to us at

Invest [at] SaveTaxGetRich [dot] Com

OR

Call us on 94 8300 8300

------------------------------------