The investment objective of the Scheme is to provide long term capital appreciation and generate income by investing in a balanced portfolio of equity & equity related instruments and debt & money market instruments. However, there can be no assurance or guarantee that the investment objective of the scheme will be achieved.
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NAV Performance
Historical Net Asset Value
– 1Y Return
≤ 1 year — Absolute; > 1 year — CAGR
Return Calculator
Estimation based on past performance
Monthly Investment
₹
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Est. Returns
0
After 0 Years your investment will be:
₹ 0(0%)
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Returns and Rankings
Benchmark: NIFTY 50 Hybrid Composite Debt 50:50 Index
Balanced Hybrid Fund
1M
3M
6M
9M
1Y
2Y
3Y
4Y
5Y
10Y
ALL
Fund returns
-1.85%
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
-11.43%
Category returns
-1.8%
-1.93%
1.19%
0.67%
-0.64%
1.78%
8.57%
0%
0%
0%
N/A
Absolute returns
-1.85%
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
-1.47%
Rank within category
3/5
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
≤ 1 year — Absolute; > 1 year — CAGR
Historical Data
Benchmark: NIFTY 50 Hybrid Composite Debt 50:50 Index
Balanced Hybrid Fund
2026
Yearly returns
N/A
Q1 returns
N/A
Q2 returns
N/A
Q3 returns
N/A
Q4 returns
-0.61%
Expense Ratio, Exit Load & Tax
Expense Ratio: 2.18% (Inclusive of GST)
Exit Load
NIL upto 10% of units and 1% for remaining units on or before 12M, NIL after 12M
It is an Open ended scheme that primarily invests in Balanced Hybrid Fund.
The investment objective of the Scheme is to provide long term capital appreciation and generate income by investing in a balanced portfolio of equity & equity related instruments and debt & money market instruments. However, there can be no assurance or guarantee that the investment objective of the scheme will be achieved.
The scheme benchmark is the NIFTY 50 Hybrid Composite Debt 50:50 Index.
It is classified as Moderately High Risk.
1-year: N/A (scheme is younger than 1 year) | 3-year: N/A (scheme is younger than 3 years) | 5-year: N/A (scheme is younger than 5 years)
Top holdings include: NET CURRENT ASSETS, 06.94% GSEC Mat- 11/05/2036, Kotak Mahindra Bank Ltd., HDFC Bank Ltd., ICICI Bank Ltd.
The NAV is around ₹9.85.
The fund's AUM is approximately ₹160 Cr.
The expense ratio for the Regular Plan is 2.18%.
NIL upto 10% of units and 1% for remaining units on or before 12M, NIL after 12M.
Minimum SIP starts at ₹1000.
The minimum lump sum investment is ₹1000.
You can start a SIP through the Sharescart platform. Enter KYC details, choose the Regular Growth option, set SIP amount and frequency, and submit.
The fund managers: Ajay Tyagi, Kamal Gada, Anurag Mittal
This fund is suitable for investors with a Moderately High risk tolerance.
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Mandate Overview
Upto Maximum Amount of
Frequency
As On When Presented
Purpose
Mutual Fund Payment
Validity
From21 Oct 2026
To21 Oct 2056
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UTI Balanced Hybrid Fund - Regular Plan - Growth
Moderately High Risk | Balanced Hybrid Fund | Hybrid
UCC
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Minimum SIP Amount: ₹1000
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UTI Balanced Hybrid Fund - Regular Plan - Growth
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