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UTI Balanced Hybrid Fund Direct Growth

HybridBalanced Hybrid Fund
0.00%profitReturns

as on 02 Sep 2026

Overview
Direct vs Regular
Returns Comparison
Historical Data
Holdings
Fund Details
AMC Details
FAQs
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UTI Balanced Hybrid Fund Direct Growth is a Hybrid mutual fund scheme launched on undefined NA NA. Investors can begin their investment journey with a minimum SIP of ₹500 or a lumpsum investment of ₹1,000.

Direct vs Regular Returns

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Returns vs Category

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*The above returns are absolute

Returns Vs Nifty 50

Historical Returns

No data

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SIP Logo

Start SIP with as Low as ₹100.

Start SIP

Historical NAV

10 Days
1 Month
3 Months
6 Months
1 Year
3 Years
5 Years
No data

Sorry, No Data Available at this Moment!

Asset Allocation

AUM

₹ 0.00 Cr

Cash Holding

-

Equity

-

Cash

-

Debt

-

Other

-

Sector Holdings

No data

Sorry, No Data Available at this Moment!

Stock Holdings

No data

Sorry, No Data Available at this Moment!

Fund Comparison

Fund Details

52W High NAV

₹ NaN

Min. SIP Amount

₹ 500.00

Min. Lumpsum Amount

₹ 1,000.00

AUM (in Cr.)

₹ 0.00

Expense Ratio

0.00%

Lock-in Period

No Lock in Period

52W Low NAV

₹ NaN

Inception Date

NA

Fund Age

-

Benchmark

Nifty 50 Hybrid Composite Debt 50:50 Index

Scheme Type

Open Ended

Stamp Duty

0.005% (from July 1st 2020)

Exit Load

  • Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.

Tax Implication

  • If you redeem within 1 year, STCG are taxed at 20%; If you redeem after 1 year, and returns exceed ₹1.25 Lakhs in a financial year, LTCG are taxed at 12.5%

Fund Managers

NameQualification
Anurag Mittal
Mr. Mittal is B.Com. (Hons), CA and M.Sc. in Accounting and Finance (specialization in Finance) from London School of Economics & Political Science.
Ajay Tyagi
Mr Tyagi has done CFA Charterholder from The CFA Institute, USA and Masters in Finance from Delhi University.
Kamal Gada
Mr. Gada is B.com, CA, CS, & CFA

Fund Objective

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.

Risk-O-Meter

Investors understand that their principal will be at

High Risk

Risk Scale

Low

Moderately Low

Moderate

Moderately High

High

Very High

AMC Information

UTI Mutual Fund

No. of Schemes

65

Total AUM

₹ 2,51,109.91 Cr

Contact Details

globewww.utimf.com
phone022 66786666
twitter@utimutualfund
address

UTI Towers, Gn Block,Bandra Kurla Complex,Bandra (East), Mumbai 400 051

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Open NFOs

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FAQs

UTI Balanced Hybrid Fund was launched on undefined NA NA.
The current NAV of UTI Balanced Hybrid Fund is ₹10.0000 as of 02 Sep 2026.
The latest value of AUM of UTI Balanced Hybrid Fund is ₹0.00 crores as of 02 Sep 2026.
The return on investment of UTI Balanced Hybrid Fund is:
  • In the past 1Y: 0.00%
  • In the past 3Y: 0.00%
  • In the past 5Y: 0.00%
The expense ratio of UTI Balanced Hybrid Fund is 0.00%.
The exit load of UTI Balanced Hybrid Fund is as follows:
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.
The portfolio of UTI Balanced Hybrid Fund includes:
No Data

No data to show right now!


Top 3 sectoral holdings include:
On the risk scale of Low, Moderately Low, Moderate, Moderately High, High and Very High, the risk-o-meter of UTI Balanced Hybrid Fund is High.
The fund manager of UTI Balanced Hybrid Fund is Anurag Mittal, Ajay Tyagi, Kamal Gada.
If you wish to invest in UTI Balanced Hybrid Fund, the minimum SIP amount is ₹500 and Lumpsum is ₹1,000.
You can easily invest in mutual funds at 0% commission on Dhan. Here's how you can directly invest in UTI Balanced Hybrid Fund:
  • Open Demat Account on Dhan if you don't have one.
  • Analyze the fund performance.
  • Invest via SIP or Lumpsum.
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UTI Balanced Hybrid Fund

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