UTI Balanced Hybrid Fund - Regular Plan - IDCW Payout
UTI Asset Management Co Ltd
₹9.87 (+0.39%)
NAV as of 9 Oct 2026
Minimum Investment: ₹1,000
Return
0.00% Returns for 1Y
Expense ratio & Others
- Net expense ratio
- —
- Exit load
- 0%
- Lock-in
- No
- Minimum investment
- ₹1,000
- Category
- Balanced Allocation
Expense ratio is inclusive of GST. Returns may be taxed based on the fund type and your holding period — please read the scheme-related documents and consult a tax advisor. Figures are historical and do not guarantee future results.
Fund Returns Estimator
One-time investment
₹1,000
6 months
₹1,000
Invested ₹1,000
▲+0.00%1 year
₹1,000
Invested ₹1,000
▲+0.00%
Based on the fund’s historic trailing returns — a planning illustration, not a guarantee of future results.
Invest One-TimePlan it your way
The figures above are fixed to this fund’s past returns over set periods. Use a calculator to set your own amount, tenure and expected rate of return.
Risk level
Riskometer scale
- Low
- Low to Moderate
- Moderate
- Moderate to HighThis fund
- High
- Very High
Riskometer level assigned by the fund house as per SEBI norms. It can change as the scheme’s portfolio changes.
Fund benchmark
| Primary Index Name | CRISIL Hybrid 50+50 Moderate TR INR |
|---|---|
| Secondary Index Name | CRISIL Hybrid 50+50 Moderate TR INR |
| Index Name | Nifty 50 Hybrid Composite Debt 50:50 |
| Weighting | 100% |
Returns
| 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|
| Fund returns (%) | +0.00% | — | — | — |
| Cumulative returns (%) | +0.00% | — | — | — |
Fund Manager
| Manager | Kamal Gada |
|---|---|
| Role | Manager |
| Manager Tenure | 0.08 yrs |
About Fund
| Date of Incorporation | 2 Sep 2026 |
|---|---|
| Fund House | UTI Asset Management Co Ltd |
| Custodian | Axis Bank Ltd |
| Registrar / Transfer Agent | UTI Asset Management Co Ltd |
| Address | null |
Top Holdings
Holdings data is not available for this fund.
Investment Strategy
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.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. The data shown is for information only and does not constitute investment advice.