UTI Balanced Hybrid Fund Direct Growth
Get the latest NAV of UTI Balanced Hybrid Fund Direct Growth. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹10.19
▲0.1%1D
NAV as on 09 Nov 2026
1.88%/per year
Since Inception
▲▼
97 people have invested ₹ 11.2L in UTI Balanced Hybrid Fund in the last three months
UTI Balanced Hybrid Fund Performance vs. Balanced Allocation Index
Fund returns vs Benchmark returns vs Category Average returns as on (09-Nov-26)
The fund has underperformed the benchmark (Balanced Allocation Index) over the last 1Y, 3Y, 5Y time periods.
Peer comparison
UTI Balanced Hybrid Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
UTI Balanced Hybrid Fund Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.88% |
Benchmark | Nifty 50 Hybrid Composite Debt 50:50 |
| AUM | -- |
| Inception Date | 2 September, 2026 |
| Min Lumpsum/SIP | ₹1,000/₹500 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 0% |
| Risk |   Moderately High risk |
About UTI Balanced Hybrid Fund
UTI Balanced Hybrid Fund Direct Growth is a hybrid fund. This fund was started on 2 September, 2026. The fund is managed by Kamal Gada, Ajay Tyagi, Anurag Mittal. This fund gives you the benefit of diversification.
Key Parameters
- UTI Balanced Hybrid Fund has ₹0 Cr worth of assets under management (AUM) as on Nov 2026 and is more than category average.
- The fund has an expense ratio 0.9.
Returns
UTI Balanced Hybrid Fund has given a CAGR return of 1.88% since inception.
Holdings
UTI Balanced Hybrid Fund has allocated its funds majorly in .
Taxation
As it is a balanced allocation mutual fund the taxation is as follows:If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitLong term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).
Investment objective of UTI 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.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 1000.00 and for SIP is INR 500.00. UTI Balanced Hybrid Fund has no lock in period.
Fund Manager
Kamal Gada
Fund Manager of UTI Balanced Hybrid Fund, since 2 September 2026
Ajay Tyagi
Fund Manager of UTI Balanced Hybrid Fund, since 2 September 2026
Anurag Mittal
Fund Manager of UTI Balanced Hybrid Fund, since 2 September 2026
Frequently Asked Questions for UTI Balanced Hybrid Fund Direct Growth
How do I invest in UTI Balanced Hybrid Fund?
- Download the INDmoney app.
- Search for ‘UTI Balanced Hybrid Fund’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.