Key Offer Details
- Opening date
- 14 Aug 2026
- Closing date
- 28 Aug 2026
- Scheme type
- Open-Ended
- NAV
- ₹10
- Min. invst.
- ₹1,000
- Min. SIP
- ₹1,000
About Balanced Hybrid Fund
Balanced Hybrid funds have exposure to both debt and equity instruments. They primarily invest in stocks with some allocation to debt instruments. These funds are less risky as compared to pure equity funds.
Scheme Info
- Plan
- Direct
- Lock in
- None
- Exit Load
- 1%
NIL upto 10% of units and 1% for remaining units on or before 12M, NIL after 12M
- Expense Ratio
- 0%
- Benchmark
- NIFTY 50 Hybrid Composite Debt 50:50 Index
Scheme 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.
AMC Profile
UTI AMC commenced operations from February 1, 2003. It has been promoted by four sponsors, namely, SBI, Life Insurance Corporation of India, Bank of Baroda and Punjab National Bank and each of them hold 25% of the paid up capital of UTI AMC.
- Total AUM
- ₹ 2,61,518.18 Cr
- No. of schemes
- 68
Peers
Peers & Comparison
Comparing 3 mutual funds from
HybridBalanced Hybrid Fund Frequently asked questions
Frequently asked questions
What is UTI Balanced Hybrid Fund?
UTI Balanced Hybrid Fund is an open-ended Balanced Hybrid Fund scheme launched by UTI Asset Management Company Private Limited, investing primarily in Hybrid. It is benchmarked against NIFTY 50 Hybrid Composite Debt 50:50 Index and offered in Direct and Regular plans with Growth and IDCW options.
What is the open date of UTI Balanced Hybrid Fund NFO?
The NFO of UTI Balanced Hybrid Fund opens for subscription on 14 Aug 2026.
What is the close date of UTI Balanced Hybrid Fund NFO?
The NFO of UTI Balanced Hybrid Fund closes for subscription on 28 Aug 2026. Applications must be submitted before this date for allotment at the NFO offer price.
What is the minimum lumpsum investment in UTI Balanced Hybrid Fund?
The minimum lumpsum investment in UTI Balanced Hybrid Fund is ₹1,000.
What is the minimum SIP amount for UTI Balanced Hybrid Fund?
The minimum SIP amount for UTI Balanced Hybrid Fund is ₹500 per SIP installment.
Who is the fund manager of UTI Balanced Hybrid Fund?
UTI Balanced Hybrid Fund is managed by Ajay Tyagi, Kamal Gada, Anurag Mittal, who has N/A years of fund management experience and also manages 18 other schemes at UTI Asset Management Company Private Limited.
Is UTI Balanced Hybrid Fund a good investment?
UTI Balanced Hybrid Fund is a new scheme with no performance track record yet, so it should be evaluated on Ajay Tyagi, Kamal Gada, Anurag Mittal's experience, UTI Asset Management Company Private Limited's record on similar schemes, the fund's Hybrid strategy, and fit with an investor's existing portfolio — not past returns.
What type of fund is UTI Balanced Hybrid Fund?
UTI Balanced Hybrid Fund is categorized as a Balanced Hybrid Fund scheme under SEBI's mutual fund classification — investing at least 35% each in large-cap and mid-cap stocks (for Large & Mid Cap funds).
Is there a lock-in period or exit load for UTI Balanced Hybrid Fund?
UTI Balanced Hybrid Fund has no lock-in period and an exit load of 1% if redeemed within 12 months of investment.
