AT
Ajay TyagiLead
Since Sep 2026
AUM managed
₹29,270.90Cr
Tenure
Since Sep 2026
Funds
3
UTI Balanced Hybrid Fund Reg Gr
Balanced Hybrid FundUTI Mutual Fund
NAV
₹9.98
+0.09% today
AUM
₹0.00
Fund size
Expense
0.00%
Regular plan
Min SIP
₹500
per month
Min Lumpsum
₹1,000
one-time
Exit Load
1.0
on redemption
Fund snapshot
Category rank--
Risk-o-meterHigh Risk
BenchmarkNifty 50 Hybrid Composite Debt 50:50 (100%)
Number of holdings0
Inception07 Sept 2026
Exit load1.0
Risk metrics
Alpha0
Beta0
Sharpe ratio0
Standard deviation0.00%
Sortino ratio0
Capital gains tax
Hybrid
STCG · short-term
Slab RateShort-term gains taxed at slab rate
Non-equity-oriented hybrid fund gains are taxed at your income slab rate.
LTCG · long-term
Slab RateLong-term gains taxed at slab rate
Non-equity-oriented hybrid fund gains are taxed at your income slab rate.
Hybrid fund taxation depends on equity orientation and holding period; this scheme is treated as non-equity-oriented.
Fund managers
About UTI Balanced Hybrid Fund Reg Gr
UTI Balanced Hybrid Fund Reg Gr is an open-ended Balanced Hybrid Fund mutual fund scheme offered by UTI Mutual Fund under the regular plan with the growth option. Its latest net asset value (NAV) is ₹9.98 per unit and the scheme manages ₹0.00 in assets under management. The fund charges an expense ratio of 0.00% and is benchmarked against Nifty 50 Hybrid Composite Debt 50:50 (100%). SEBI's riskometer places this scheme in the High Risk category, so read the scheme information document before investing.
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.
Regular Plan · Growth option · NAV as of 15 Sept 2026
UTI Balanced Hybrid Fund Reg Gr returns
| Period | Fund | Category average |
|---|---|---|
| 1 month | 0.00% | -2.79% |
| 3 months | 0.00% | +1.68% |
| 6 months | 0.00% | +6.96% |
| 1 year | 0.00% | +1.01% |
| 3 years | 0.00% | +6.69% |
| 5 years | 0.00% | +6.11% |
Rolling returns
| Period | Fund | Category average |
|---|---|---|
| 1 month | 0.00% | +0.85% |
| 3 months | 0.00% | +5.68% |
| 6 months | 0.00% | +6.45% |
| 1 year | 0.00% | +7.10% |
| 3 years | 0.00% | +33.73% |
| 5 years | 0.00% | +48.40% |
Past performance is not indicative of future returns. Mutual fund investments are subject to market risks; read all scheme related documents carefully.
UTI Balanced Hybrid Fund Reg Gr — frequently asked questions
What is the NAV of UTI Balanced Hybrid Fund Reg Gr?
The latest net asset value (NAV) of UTI Balanced Hybrid Fund Reg Gr is ₹9.98 per unit, +0.09% over the previous trading day. NAV is declared by the AMC at the end of every business day.
What is the expense ratio of UTI Balanced Hybrid Fund Reg Gr?
UTI Balanced Hybrid Fund Reg Gr charges an expense ratio of 0.00% per annum. The expense ratio is deducted from the scheme's assets, so the NAV you see is already net of it.
How risky is UTI Balanced Hybrid Fund Reg Gr?
SEBI's riskometer classifies UTI Balanced Hybrid Fund Reg Gr as High Risk, which is typical for a Balanced Hybrid Fund scheme. Match the scheme's risk level to your own risk tolerance and investment horizon before investing.
What is the minimum investment in UTI Balanced Hybrid Fund Reg Gr?
You can start a SIP in UTI Balanced Hybrid Fund Reg Gr from ₹500 per month, and the minimum lumpsum investment is ₹1,000.
Who manages UTI Balanced Hybrid Fund Reg Gr?
UTI Balanced Hybrid Fund Reg Gr is managed by UTI Mutual Fund, holds ₹0.00 in assets under management and invests across null holdings. This page covers the regular plan with the growth option.
Scheme identifiers
- Fund house
- UTI Mutual Fund
- Scheme category
- Hybrid
- Scheme sub-category
- Balanced Hybrid Fund
- Plan
- Regular plan
- Option
- Growth
- ISIN
- INF789F1AH00
- Scheme code
- FS0000L24A
Frequently asked questions
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