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Sep 18, 2026


Category
AUM (Cr.) 0.00
Exit Load (%) 0.00
Min Inv Lumpsum 1,000
Expense Ratio 0.00
Sharpe Ratio 0.00
Beta Ratio 0.00
Fund Manager Ajay Tyagi
Inception Date Sep 02, 2026
Risk Level High

Investment 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.

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Nifty 50 Hybrid Composite Debt 50:50 Index Activating the following links will update the content below.

Return Calculator

Minimum: 1 Maximum: 5
Minimum: 0 Maximum: 10000000
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - UTI-Balanced Hybrid Fund - Regular (IDCW) 0 0 0 0 0 0.39
Benchmark - Nifty 50 Hybrid Composite Debt 50:50 Index 0 0 0 0 0 0
Category Average -0.9 5.88 1.91 0 0 4.2
Category Rank 1/4 3/4 2/4 7/4 6/4 4/4
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
360 ONE Balanced Hybrid Fund - Regular (G) 13.1956 0.63 3.00 0.00 0.00 716.59 2.19 1,000.00 invest
360 ONE Balanced Hybrid Fund - Regular (IDCW) 13.1956 0.63 3.00 0.00 0.00 716.59 2.19 1,000.00 invest
ICICI Pru Balanced Hybrid Fund - Regular (G) 10.0700 0.40 0.00 0.00 0.00 208.50 0.00 500.00 invest
ICICI Pru Balanced Hybrid Fund - Regular (IDCW) 10.0700 0.40 0.00 0.00 0.00 208.50 0.00 500.00 invest
WhiteOak Capital Balanced Hybrid Fund - Regular (G) 13.2300 0.33 0.82 0.00 0.00 301.35 2.30 500.00 invest

Asset Allocation

Asset Legend Asset Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)
4 Months Trends

No Data Found

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SCHEME DETAILS

AMC Name
UTI Mutual Fund
Fund Name
UTI-Balanced Hybrid Fund - Regular (IDCW)
Contact Person
Ajay Tyagi
Registered Address
UTI Towers, Gn Block,Bandra Kurla Complex,Bandra (East), Mumbai 400 051
Telephone No
022 66786666
Fax No.
022 66786503;66786578
Email
service:uti.co.in
Website
www.utimf.com