UTI - Unit Linked Insurance Plan vs Quant Dynamic Asset Allocation Fund
Put two or three funds side by side — returns, risk, what they cost and what they actually hold. Figures are for the Direct plan, Growth option, where a fund has one.
| Fund |  UTI - Unit Linked Insurance PlanBalanced Advantage Fund · Direct planNAV ₹46.52 |  Quant Dynamic Asset Allocation FundBalanced Advantage Fund · Direct planNAV ₹17.18 |
|---|---|---|
| Returns | ||
| 1 year | 1% (best of these funds) | -0.7% |
| 3 yearsa year | 7.6% | 13.6% (best of these funds) |
| 5 yearsa year | 6.2% | – |
| 10 yearsa year | 7.8% | – |
| Risk | ||
| Volatilitya year | 5.6% (best of these funds) | 14.3% |
| Worst fall | −17.8% (best of these funds) | −18.4% |
| Best year | 37.8% | 65.1% (best of these funds) |
| Worst year | -15.6% | -7.1% (best of these funds) |
| Years in gain | 86% (best of these funds) | 79% |
| Cost and size | ||
| Expense ratio | – | 1.56% |
| Fund size | – | ₹852 Cr |
| Minimum SIP | – | ₹1,000 |
| Lock-in | – | None |
Returns beyond a year are annualised. The stronger figure in each row is marked, which is not a recommendation: a fund that returned more usually took more risk to do it.
Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns. This page is for information only and is not a recommendation to buy or sell.