UTI Balanced Hybrid Fund

AMC: UTI Moderate Risk Hybrid Balanced

📊 Quick Summary Of This Page

UTI Balanced Hybrid Fund is a mutual fund managed by , offering diversified exposure across equities with holdings spanning key sectors and companies. Analyze its portfolio structure, sector allocation, NAV trend and SIP performance to understand its investment strategy and risk profile.
₹1,000
Minimum SIP
0.00%
Expense Ratio
Mr. Ajay Tyagi
Fund Manager
Growth
Plan Type
14 Aug 2026
Launch Date
1%
Redemption / switch out of 10% of Units allotted on or before completion of 12 months from the date of allotment Nil exit load. Redemption/ switch out in excess of the 10% of Units allotted on or before completion of 12 months from the date of allotment 1.00% exit load. If redeemed / switched out after 12 months from the date of allotment Nil exit load.
Exit Load
NAV Momentum
Fund Analysis

UTI Balanced Hybrid Fund does not yet have a 5-year performance history.

The average return for Balanced funds is 0.00% .

Holdings Insights

The fund currently owns more than 0 stocks.

The top 10 holdings account for 0.00% of total assets.

Based on portfolio allocation, this fund appears well diversified compared with peers.

Category Comparison
Metric Fund Category Avg
1 Year Return N/A N/A
2 Year Return N/A N/A
3 Year Return N/A N/A
4 Year Return N/A N/A
5 Year Return N/A N/A
6 Year Return N/A N/A
7 Year Return N/A N/A
Expense Ratio 0.00% -
NAV History
Fund Information

AMC: UTI

Category: Hybrid • Balanced

Launch Date: 14 Aug 2026

Fund Manager: Mr. Ajay Tyagi

Minimum Purchase: ₹1,000

Exit Load: Redemption / switch out of 10% of Units allotted on or before completion of 12 months from the date of allotment Nil exit load. Redemption/ switch out in excess of the 10% of Units allotted on or before completion of 12 months from the date of allotment 1.00% exit load. If redeemed / switched out after 12 months from the date of allotment Nil exit load.

Lock-in: 0

Risk: Moderate Risk

About This Fund

UTI Balanced Hybrid Fund is managed by UTI and belongs to the Hybrid category.

Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.

View Similar Funds
🚀 Explore The Complete Mutual Fund Universe
Discover top-ranked mutual funds, compare schemes, analyze portfolio holdings, explore AMCs, identify category leaders and use powerful investment planning tools — all from one place.
Explore CheckPAN
Browse 7,500+ mutual funds, leading AMCs, portfolio companies and investment insights.
Frequently Asked Questions

UTI Balanced Hybrid Fund is a mutual fund managed by . It invests across equities and provides exposure to diversified companies and sectors.

SIP suitability of UTI Balanced Hybrid Fund depends on its historical NAV performance, volatility, portfolio quality, expense ratio and long-term consistency.

UTI Balanced Hybrid Fund holds companies such as and other stocks based on its latest portfolio disclosure.

is currently one of the highest allocated sectors in UTI Balanced Hybrid Fund, based on the latest portfolio data.

UTI Balanced Hybrid Fund currently holds approximately stocks across multiple sectors and market caps.

The expense ratio of UTI Balanced Hybrid Fund is , which represents the annual cost charged for managing the fund.

UTI Balanced Hybrid Fund manages assets worth approximately , representing the total investor capital under management.

UTI Balanced Hybrid Fund carries a risk profile based on its portfolio composition, volatility and market exposure.

UTI Balanced Hybrid Fund performance can be evaluated using historical NAV trends, SIP returns and long-term return consistency.

Yes, UTI Balanced Hybrid Fund can be compared with other funds based on returns, holdings, overlap, sector allocation and risk metrics.

UTI Balanced Hybrid Fund is evaluated against , which represents its benchmark index for performance comparison.

is the Asset Management Company responsible for managing UTI Balanced Hybrid Fund and making investment decisions.

Yes, UTI Balanced Hybrid Fund provides company-wise exposure showing which stocks the fund is invested in and their weightage.

UTI Balanced Hybrid Fund may be suitable for long-term investors depending on risk tolerance, investment goals and portfolio diversification needs.

The SIP calculator uses historical NAV data of UTI Balanced Hybrid Fund to estimate returns and wealth creation over different time periods.