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UTI Mutual Fund · Hybrid: Balanced
UTI Balanced Hybrid Fund - Regular Plan - Growth Option
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.
Mixed AssetBenchmark · NIFTY 50 Hybrid Composite Debt 50:50 IndexTER · 0.00%Inception · 07-09-2026
NAV
₹10.04
+0.45% · as of 18-09-2026
Since inception
0.29%
CAGR
Benchmark (inception)
10.99%
CAGR
Fund size
—
AUM
Expense ratio
0.00%
Performance
Returns vs benchmark & category
Since inception: +0.29% CAGR vs benchmark +10.99%.
Portfolio
Where the money is invested
Top holdings
Not available.
Sector allocation
Not available.
Riskometer
LowVery High
High
What if you'd SIP'd here?
@ 0.3% p.a.₹10,000
10 years
Projected value
₹12,17,714
Invested: ₹12,00,000
Gained: ₹17,714
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
M
Mr. Ajay Tyagi, Mr. Kamal Gada
Manager since fund inception data not available
ISIN & identifiers
AMFI code
154630
ISIN (Growth)
INF789F1AH00
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Hybrid: Balanced funds
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