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UTI Balanced Hybrid Fund Direct Growth

Growth
10.040.45% (+0.05)
High
Low
Returns
1M
6M
1Y
3Y
5Y
Max
SIP
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1M
6M
1Y
3Y
5Y
Max
SIP

Unknown Fund Size

Assets Under Mgmt data unavailable

High Risk

Principle investment will be at high risk

Scorecard

Performance

Low

Hasn’t fared well - amongst the low performers in sub-category

Risk

Low

Stay at ease, amongst the lower risk funds

Cost

High

Higher costs on pocket vs others

Composition

Low

Composition not as great as others

Red flags

Low

We got you covered, no major red flags identified

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Unknown Fund Size

Assets Under Mgmt data unavailable

High Risk

Principle investment will be at high risk

UTI Balanced Hybrid Fund Performance & Key Metrics

UTI Balanced Hybrid Fund Performance & Key Metrics

No LabelNo LabelExpense RatioExpense RatioNo LabelNo Label
2.54
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.890.18

UTI Balanced Hybrid Fund Scheme InfoUTI Balanced Hybrid Fund Scheme Info

PlanPlanLock inLock in
Lock in Period

Period before which your investment can't be withdrawn from the MF scheme

Exit LoadExit Load
Exit Load

The fee that the AMC charges investors at the time of exiting or redeeming their fund units.

Growth0 yrs1.00%
NIL upto 10% of units and 1% for remaining units on or before 12M NIL after 12M
SIP Inv.SIP Inv.
Sip Investment

If SIP investments are allowed in the fund or not

Min. LumpsumMin. Lumpsum
Minimum Lumpsum Inv Amount

Minimum investment the AMC allows in the given scheme via lumpsum route

Allowed₹ 1,000
Initial: ₹ 1,000 Incremental: ₹ 1,000
BenchmarkBenchmark
Benchmark Index

Benchmark index wrt which performance of the fund is tracked

NIFTY 50 Hybrid Composite Debt 50:50 Index

About Balanced Hybrid Fund

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.

UTI Balanced Hybrid Fund Peers

UTI Balanced Hybrid Fund Peers & Comparison

Comparing 3 mutual funds from 
HybridBalanced Hybrid Fund
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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
UTI Balanced Hybrid Fund
SBI Balanced Hybrid Fund
360 ONE Balanced Hybrid Fund4.59%11.40%
WOC Balanced Hybrid Fund2.39%11.82%

UTI Balanced Hybrid Fund Returns Comparison

Compare UTI Balanced Hybrid Fund with any MF, ETF, stock or index
Compare UTI Balanced Hybrid Fund with any MF, ETF, stock or index
UTI Balanced Hybrid Fund
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UTI Balanced Hybrid Fund Portfolio

UTI Balanced Hybrid Fund Asset Allocation

UTI Balanced Hybrid Fund Asset Allocation

Actual

Target

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UTI Balanced Hybrid Fund Sector Distribution

UTI Balanced Hybrid Fund Sector Distribution

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UTI Balanced Hybrid Fund Sector Weightage

UTI Balanced Hybrid Fund Sector Weightage

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Current Holdings

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AMC Profile of UTI Balanced Hybrid Fund

AMC Profile of UTI Balanced Hybrid Fund

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.

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.

  • No.of Schemes

    70

  • Total AUM

    ₹ 2,66,722.96 Cr.

UTI Balanced Hybrid Fund Manager Details

UTI Balanced Hybrid Fund Manager Details

UTI Balanced Hybrid Fund Manager Profile

UTI Balanced Hybrid Fund Manager Profile

UTI Balanced Hybrid Fund Manager Performance (0)

UTI Balanced Hybrid Fund Manager Performance (0)

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UTI Balanced Hybrid Fund Review & Opinions

UTI Balanced Hybrid Fund Review & Opinions

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Frequently asked questions

Frequently asked questions

  1. The current NAV of UTI Balanced Hybrid Fund is ₹10.04, as of 18th September 2026.

  2. The alpha ratio for the UTI Balanced Hybrid Fund is 5.04

    Alpha is the excess return of a fund compared to its expected return, based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.

  3. The volatility or standard deviation for the UTI Balanced Hybrid Fund is 3.16

    Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.

  4. The Sharpe ratio for the UTI Balanced Hybrid Fund is 2.54

    The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.

  5. The Sortino Ratio for the UTI Balanced Hybrid Fund is 0.32

    The Sortino ratio of a mutual fund is a measure of its risk-adjusted return, considering only downside volatility. It helps investors evaluate how well a fund is performing relative to its downside risk. A higher Sortino ratio (value >1) means the fund generates better returns for the downside risk taken.