Hybrid · Balanced Hybrid
UTI Balanced Hybrid Fund
UTI Asset Mgmt. Co. Ltd.
Benchmark
NIFTY 50 Hybrid Composite Debt 50:50 IndexRiskometer
Moderately HighSize
₹161 crAllotted
2 Sep 2026Holdings as of
30 Sep 2026UTI Balanced Hybrid Fund is a balanced hybrid fund of UTI Asset Mgmt. Co. Ltd. with ₹161 cr under management. Its direct plan charges 1.93% a year.
Debt and hybrid funds: the company-level sections (scorecard, companies inside, how it is run, nearest index) are not shown. Mix, returns, costs and managers only.
What is UTI Balanced Hybrid Fund invested in?
15% in debt, 39% in shares and 45% in cash, as of 30 Sep 2026.
Equity38.9%Debt15.3%Cash44.7%Other1.1%
Holdings as of 30 Sep 2026
Has UTI Balanced Hybrid Fund beaten its benchmark?
Official figures
AMFI performance feed, 13 Oct 2026| Period | Direct | Regular | Benchmark | Ahead | Rank |
|---|---|---|---|---|---|
| 1y | — | — | — | — | — |
| 3y | — | — | — | — | — |
| 5y | — | — | — | — | — |
| 10y | — | — | — | — | — |
Ahead in points a year · its rank among Balanced Hybrid funds, and how steady the lead is, in the app
What does UTI Balanced Hybrid Fund cost?
1.93% a year on the direct plan, 3.23% on the regular plan; 4 of 5 funds in its category charge less.
Direct plan
1.93% a year
Category median 1.15%
Regular plan
3.23% a year
Category median 2.33%
Gap
1.30 points
for the same holdings
4 of 5 funds in its category charge less on the direct plan.
Expense report, Oct 2026 · Hybrid Schemes - Balanced Hybrid Fund
Who manages UTI Balanced Hybrid Fund?
Ajay Tyagi, since None; Kamal Gada, since None; Anurag Mittal, since None.
Ajay Tyagi
None years
since None
Kamal Gada
None years
since None
Anurag Mittal
None years
since None
Benchmark as filedNIFTY 50 Hybrid Composite Debt 50:50 Index
Exit load
Redemption / switch-out of 10% of Units allotted on or before completion of 12 months from the date of allotment- Nil exit load 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 If redeemed / switched out after 12 months from the date of allotment – Nil exit load
From 2 Scheme Summary Documents filed with NSE, first on 10 Sep 2026; as on 4 Oct 2026
Questions people ask
Who manages UTI Balanced Hybrid Fund?
Ajay Tyagi (manager) since None; Kamal Gada (manager) since None; Anurag Mittal (manager) since None.
What is the expense ratio of UTI Balanced Hybrid Fund?
1.93% a year on the direct plan and 3.23% on the regular plan (expense report, Oct 2026).
Inside the app
See UTI Balanced Hybrid Fund beside your own funds in Valarth
