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Category

Scheme Type

OPEN

Exit Load (%)

Min Inv

1,000.00

Incremental Inv

1,000.00

Open Date

Aug 14, 2026

Close Date

Aug 28, 2026

Nav Calculation

DAILY

Sub-category

Hybrid - Balanced

Risk Level

High

Fund Manager

Ajay Tyagi

Repurchase/Redemption

Fund 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.

Notes

The Scheme seeks to generate capital appreciation/income by investing in a diversified portfolio of equity and debt securities. The Scheme shall endeavour to maintain a balanced exposure to Equity & Debt securities and the portfolio construct shall be dependent on various factors such as market conditions, economic scenarios, global events, interest rate movement, etc. The Scheme shall follow an active investment strategy. The Scheme can invest across market capitalization and across sectors depending on relative valuations, earnings outlook, macro-economic factors, market opportunities etc. The Scheme shall also consider business and economic fundamentals, long-term growth prospects and liquidity/risk parameters. The Scheme shall invest in Debt and money market Instruments available across duration and credit. The credit evaluation includes a study of the operating environment of the company, the past track record as well as the future prospects of the issuer, the short as well as long term financial health of the issuer.

UTI-Balanced Hybrid Fund - Regular (G) FAQs

To start a Systematic Investment Plan (SIP) in the UTI-Balanced Hybrid Fund - Regular (G) using ICICI Direct, log into your account and navigate to the Mutual Funds section. select the scheme, choose the SIP option, enter your monthly amount and debit date, and confirm to place your order.

To invest in a UTI-Balanced Hybrid Fund - Regular (G) scheme you can either choose SIP or lumpsum mode of investment. To select the right scheme based on your investment goals, navigate to the NFO section on ICICI Direct.

The open date for UTI-Balanced Hybrid Fund - Regular (G) is Aug 14, 2026 and close date is Aug 28, 2026.