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Best UTI Hybrid Mutual Funds

UTI Mutual Fund came into existence in 2003 as one of the two divisions of the former Unit Trust of India. Backed by large-scale financial bodies, it is currently the 8th largest fund house in India. As of 2020’s second quarter, the company’s assets under management (AUM) was worth Rs.1.33 lakh crore. It has been one of the country’s leading financial service providers for over 50 years now.

The Asset Management Company (AMC) offers approximately 100+ schemes across various types of funds, including the best UTI hybrid mutual funds.

Also known as balanced funds, hybrid mutual funds invest in multiple fund categories. These funds allocate wealth to more than one asset class, like equity, debt, gold, real estate, etc. Mostly, hybrid mutual funds utilise a combination of investment in equity and debt instruments in varying proportions. 

Including multiple assets in a portfolio facilitates effective diversification. This combination of market instruments also mitigates portfolio risk than equity funds and generates higher returns than debt funds. 

The top UTI hybrid mutual funds combine assets with low correlation and a decent track record. The company offers over 20 hybrid MF schemes for investors to choose from.

There are 2 broad classifications of hybrid MFs based on asset allocation: equity-oriented and debt-oriented. The former invests a higher percentage in the equity market and the rest in debt instruments, cash and cash derivatives. For debt-oriented funds, it is vice versa. These can be further categorised into multi-asset allocation, aggressive hybrid funds, balanced advantage funds, arbitrage, and conservative hybrid funds.

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Top 10 Uti Mutual Funds

Fund NameCategoryRisk1Y ReturnsRatingFund Size(in Cr)
UTI Liquid Cash FundDebtModerate3.3%3₹25,609
UTI Nifty Index FundOtherVery High32.2%3₹5,380
UTI Transportation and Logistics FundEquityVery High25.2%5₹1,525
UTI Money Market FundDebtModerate3.8%3₹9,336
UTI Treasury Advantage FundDebtLow to Moderate9.1%2₹5,069
UTI Flexi Cap FundEquityVery High43.5%5₹24,212
UTI Short-term Income FundDebtLow to Moderate9.3%2₹4,063
UTI Nifty Next 50 Index FundOtherVery High35.4%2₹1,398
UTI Retirement Benefit Pension FundSolution OrientedHigh21.9%4₹3,622
UTI Banking & PSU Debt FundDebtModerate3.0%1₹246
UTI Hybrid Equity FundHybridVery High36.3%3₹4,326
UTI Mid Cap FundEquityVery High49.4%3₹6,695
UTI Mastershare FundEquityVery High37.1%4₹9,726
UTI Long Term Equity FundEquityVery High40.6%4₹3,046
UTI MNC FundEquityVery High29.4%4₹2,607
View All Top 10 Uti Mutual Funds

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Now let us jump and check about these top 10 mutual fund schemes.

UTI Liquid Cash Direct Growth

Fund Performance: The UTI Liquid Cash Fund has given 4.87% annualized returns in the past three years and 5.74% in the last 5 years. The UTI Liquid Cash Fund belongs to the Debt category of UTI Mutual Funds.

Minimum Investment Amount:

Min Investment Amt₹500
AUM₹25,609Cr
1Y Returns3.3%

UTI Nifty Index Fund Direct Growth

Fund Performance: The UTI Nifty Index Fund has given 17.51% annualized returns in the past three years and 17.35% in the last 5 years. The UTI Nifty Index Fund belongs to the Other category of UTI Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in UTI Nifty Index Fund via lump sum is ₹5,000 and via SIP is ₹500.

Min Investment Amt₹5,000
AUM₹5,380Cr
1Y Returns32.2%

UTI Transportation and Logistics Fund Direct Growth

Fund Performance: The UTI Transportation and Logistics Fund has given 9.02% annualized returns in the past three years and 8.34% in the last 5 years. The UTI Transportation and Logistics Fund belongs to the Equity category of UTI Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in UTI Transportation and Logistics Fund via lump sum is ₹5,000 and via SIP is ₹500.

Min Investment Amt₹5,000
AUM₹1,525Cr
1Y Returns25.2%

UTI Money Market Fund Direct Growth

Fund Performance: The UTI Money Market Fund has given 6.15% annualized returns in the past three years and 6.59% in the last 5 years. The UTI Money Market Fund belongs to the Debt category of UTI Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in UTI Money Market Fund via lump sum is ₹500 and via SIP is ₹500.

Min Investment Amt₹500
AUM₹9,336Cr
1Y Returns3.8%

UTI Treasury Advantage Fund Direct Growth

Fund Performance: The UTI Treasury Advantage Fund has given 4.11% annualized returns in the past three years and 5.29% in the last 5 years. The UTI Treasury Advantage Fund belongs to the Debt category of UTI Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in UTI Treasury Advantage Fund via lump sum is ₹10,000 and via SIP is ₹10,000.

Min Investment Amt₹10,000
AUM₹5,069Cr
1Y Returns9.1%

UTI Flexi Cap Fund Direct Growth

Fund Performance: The UTI Flexi Cap Fund has given 26.08% annualized returns in the past three years and 21.76% in the last 5 years. The UTI Flexi Cap Fund belongs to the Equity category of UTI Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in UTI Flexi Cap Fund via lump sum is ₹5,000 and via SIP is ₹500.

Min Investment Amt₹5,000
AUM₹24,212Cr
1Y Returns43.5%

UTI Short term Income Direct Growth

Fund Performance: The UTI Short-term Income Fund has given 5.51% annualized returns in the past three years and 5.66% in the last 5 years. The UTI Short-term Income Fund belongs to the Debt category of UTI Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in UTI Short-term Income Fund via lump sum is ₹10,000 and via SIP is ₹500.

Min Investment Amt₹10,000
AUM₹4,063Cr
1Y Returns9.3%

UTI Nifty Next 50 Index Fund Direct Growth

Fund Performance: The UTI Nifty Next 50 Index Fund has given 15.85% annualized returns in the past three years and null% in the last 5 years. The UTI Nifty Next 50 Index Fund belongs to the Other category of UTI Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in UTI Nifty Next 50 Index Fund via lump sum is ₹5,000 and via SIP is ₹500.

Min Investment Amt₹5,000
AUM₹1,398Cr
1Y Returns35.4%

UTI Retirement Benefit Pension Fund Direct

Fund Performance: The UTI Retirement Benefit Pension Fund has given 10.52% annualized returns in the past three years and 9.36% in the last 5 years. The UTI Retirement Benefit Pension Fund belongs to the Solution Oriented category of UTI Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in UTI Retirement Benefit Pension Fund via lump sum is ₹500 and via SIP is ₹500.

Min Investment Amt₹500
AUM₹3,622Cr
1Y Returns21.9%

UTI Banking & PSU Debt Fund Direct Growth

Fund Performance: The UTI Banking & PSU Debt Fund has given 3.87% annualized returns in the past three years and 4.74% in the last 5 years. The UTI Banking & PSU Debt Fund belongs to the Debt category of UTI Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in UTI Banking & PSU Debt Fund via lump sum is ₹5,000 and via SIP is ₹500.

Min Investment Amt₹5,000
AUM₹246Cr
1Y Returns3.0%

UTI Hybrid Equity Fund Direct Fund Growth

Fund Performance: The UTI Hybrid Equity Fund has given 15.58% annualized returns in the past three years and 13.13% in the last 5 years. The UTI Hybrid Equity Fund belongs to the Hybrid category of UTI Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in UTI Hybrid Equity Fund via lump sum is ₹1,000 and via SIP is ₹500.

Min Investment Amt₹1,000
AUM₹4,326Cr
1Y Returns36.3%

UTI Mid Cap Fund Direct Growth

Fund Performance: The UTI Mid Cap Fund has given 24.66% annualized returns in the past three years and 18.57% in the last 5 years. The UTI Mid Cap Fund belongs to the Equity category of UTI Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in UTI Mid Cap Fund via lump sum is ₹5,000 and via SIP is ₹500.

Min Investment Amt₹5,000
AUM₹6,695Cr
1Y Returns49.4%

UTI Mastershare Direct Growth

Fund Performance: The UTI Mastershare Fund has given 19.81% annualized returns in the past three years and 17.85% in the last 5 years. The UTI Mastershare Fund belongs to the Equity category of UTI Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in UTI Mastershare Fund via lump sum is ₹100 and via SIP is ₹100.

Min Investment Amt₹100
AUM₹9,726Cr
1Y Returns37.1%

UTI Long Term Equity Fund Direct Growth

Fund Performance: The UTI Long Term Equity Fund has given 22.04% annualized returns in the past three years and 18.03% in the last 5 years. The UTI Long Term Equity Fund belongs to the Equity category of UTI Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in UTI Long Term Equity Fund via lump sum is ₹500 and via SIP is ₹500.

Min Investment Amt₹500
AUM₹3,046Cr
1Y Returns40.6%

UTI MNC Fund Direct Growth

Fund Performance: The UTI MNC Fund has given 11.98% annualized returns in the past three years and 14.24% in the last 5 years. The UTI MNC Fund belongs to the Equity category of UTI Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in UTI MNC Fund via lump sum is ₹5,000 and via SIP is ₹500.

Min Investment Amt₹5,000
AUM₹2,607Cr
1Y Returns29.4%

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