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Tuesday, February 7, 2017

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.




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