UTI Balanced Hybrid Fund - Regular Plan - Growth Option
Fund House: UTI Mutual Fund| Category: Hybrid: Balanced |
| Launch Date: 07-09-2026 |
| Asset Class: Mixed Asset |
| Benchmark: NIFTY 50 Hybrid Composite Debt 50:50 Index |
| TER: - |
| Status: Open Ended Schemes |
| Minimum Investment: 1000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: - |
| Turn over: - | 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 |
10.0387
0.05 (0.4493%)
0.29%
Benchmark: 10.99%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
AK Hybrid Balanced TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | - |
| Sharpe Ratio | - |
| Alpha | - |
| Beta | - |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| UTI Balanced Hybrid Fund - Regular Plan - Growth Option | 07-09-2026 | - | - | - | - | - |
| 360 One Balanced Hybrid Fund - Regular Plan - Growth | 05-09-2023 | 3.0 | 2.7 | - | - | - |
| WhiteOak Capital Balanced Hybrid Fund Regular Plan Growth | 27-10-2023 | 0.82 | 2.58 | - | - | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
