UTI Balanced Hybrid Fund
₹9.7701
- 0.00%
- ₹ 160.21 cr
- 02 Sep 2026
₹1,000
- Long term
- Wealth Creation
Data as on
About Scheme
- Combines equity’s long-term growth potential with fixed income, aiming to provide stability through a single portfolio
- Equity allocation managed within the 40–60% range, with rebalancing across market cycles
- Equity exposure across market capitalisations and sectors, complemented by a quality-focused fixed income portfolio
- Dedicated equity and fixed income investment teams managing the portfolio through
Read More
Why choose this scheme?
Past Performance
Total Investment of
would have become
with Absolute Returns of
and XIRR Returns of
Disclaimer: Returns are neither assured nor guaranteed. Calculators and financial tools are indicative and are designed to assist only to you. The examples do not purport to represent the performance of any security or investments.
Fund Facts
Quantitative Indicators
Performance
Portfolio
Scheme Related Documents
Data as on
Fund Type
Hybrid
Month End AUM
Monthly Avg. AUM
Daily TER (%) 
Benchmark Index
NIFTY 50 Hybrid Composite Debt 50:50 Index
Special Facilities
SIP/SWP/STP
Exit Load
Entry Load: Nil
Exit Load:
i. Redemption / switch-out upto and including 10% of Units allotted on or before completion of 12 months from the date of allotment- Nil exit load
ii. 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
iii. If redeemed / switched out after 12 months from the date of allotment – Nil exit load
Data as on
| Overweight (Top 5) |
|---|
| Underweight (Top 5) |
|---|
Current Asset Allocation ( % to NAV)
Market Capitalization ( % to NAV)