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Best UTI Hybrid Mutual Funds

UTI Mutual Fund was carved out of the erstwhile Unit Trust of India as a SEBI registered mutual fund from 1 February 2003. The Unit Trust of India Act 1963 was repealed, paving way for the bifurcation of UTI into – Specified Undertaking of Unit Trust of India; and UTI Mutual Fund. UTI AMC, India’s most trusted Wealth creators and always has the interest of its investors in its heart. The AMC has completed 50 years as India’s leading Financial service institution and was a sole vehicle of capital market investment for Indian Citizens till the early 90’s. The institution has shown great resilience and has grown from strength to strength overcoming economic turbulence and global turnarounds. This AMC has contributed immensely to industrial and capital growth in the Indian market. It has led transformative initiatives like developmental financial institutions, rural outreach programs and financial products and services.

If we allocate 65 to 80 percent of a fund to equity and assign remaining to debt and similar instruments, then what we get in return is a Hybrid-Equity fund. These funds allow you to enjoy good returns and low-risk rates courtesy their significant allocation in debt funds. Market gurus believe that it is better to invest in these than to go for an equity-debt portfolio as there is no tax imposed on the debt funds in the mix. It has returns that are taxed at 15% if sold before one year, post this period a 10% tax is applicable on the gains.

Purpose: Invest in these funds instead of buying a different kind of equity-debt funds with 60-40 allocations. These funds are best to moderate your risk with a fair return in the high-risk portfolio.

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Top 10 Uti Mutual Funds

Fund NameCategoryRisk1Y ReturnsRatingFund Size(in Cr)
UTI Liquid Cash PlanDebtLow to Moderate3.3%3star26,230
UTI Nifty Index FundOtherVery High49.7%3star4,211
UTI Transportation and Logistics FundEquityVery High52.9%5star1,458
UTI Money Market FundDebtLow to Moderate4.1%3star6,636
UTI Treasury Advantage FundDebtLow to Moderate4.4%2star3,853
UTI Flexi Cap FundEquityVery High68.8%5star19,579
UTI Short Term Income FundDebtLow to Moderate5.3%2star3,420
UTI Nifty Next 50 Index FundOtherVery High49.9%2star1,097
UTI Banking & Financial Services FundDebtModerate3.6%1star257
UTI Hybrid Equity FundHybridVery High50.1%3star4,046
UTI Mid Cap FundEquityVery High81.4%3star5,895
UTI Mastershare Unit SchemeEquityVery High54.8%4star8,427
UTI Long Term Equity Fund (Tax Saving)EquityVery High63.0%3star1,974
UTI MNC FundEquityVery High36.1%4star2,469
UTI Credit Risk FundDebtModerately High6.7%1star354
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: This fund has given 5.34% annualized returns in the last three years. In the last year, its returns were 3.3%. It has continually hit its benchmark in the Debt segment.

Why to invest: It is one of the most remarkable Debt mutual funds in India. This fund has constantly outperformed other similar funds, providing 3.3% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹500. Minimum SIP investment amount required for this scheme is ₹2,500.

Min Investment Amt₹500
AUM26,230Cr
1Y Returns3.3%

UTI Nifty Index Fund Direct Growth

Fund Performance: This fund has given 13.43% annualized returns in the last three years. In the last year, its returns were 49.68%. It has continually hit its benchmark in the Other segment.

Why to invest: It is one of the most remarkable Other mutual funds in India. This fund has constantly outperformed other similar funds, providing 49.68% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹500.

Min Investment Amt₹5,000
AUM4,211Cr
1Y Returns49.7%

UTI Transportation and Logistics Fund Direct Growth

Fund Performance: This fund has given 2.31% annualized returns in the last three years. In the last year, its returns were 52.93%. It has continually hit its benchmark in the Equity segment.

Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 52.93% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹500.

Min Investment Amt₹5,000
AUM1,458Cr
1Y Returns52.9%

UTI Money Market Fund Direct Growth

Fund Performance: This fund has given 6.65% annualized returns in the last three years. In the last year, its returns were 4.08%. It has continually hit its benchmark in the Debt segment.

Why to invest: It is one of the most remarkable Debt mutual funds in India. This fund has constantly outperformed other similar funds, providing 4.08% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹500. Minimum SIP investment amount required for this scheme is ₹500.

Min Investment Amt₹500
AUM6,636Cr
1Y Returns4.1%

UTI Treasury Advantage Fund Direct Growth

Fund Performance: This fund has given 2.85% annualized returns in the last three years. In the last year, its returns were 4.4%. It has continually hit its benchmark in the Debt segment.

Why to invest: It is one of the most remarkable Debt mutual funds in India. This fund has constantly outperformed other similar funds, providing 4.4% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹10,000. Minimum SIP investment amount required for this scheme is ₹10,000.

Min Investment Amt₹10,000
AUM3,853Cr
1Y Returns4.4%

UTI Flexi Cap Fund Direct Growth

Fund Performance: This fund has given 19.53% annualized returns in the last three years. In the last year, its returns were 68.8%. It has continually hit its benchmark in the Equity segment.

Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 68.8% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹500.

Min Investment Amt₹5,000
AUM19,579Cr
1Y Returns68.8%

UTI Short term Income Direct Growth

Fund Performance: This fund has given 4.15% annualized returns in the last three years. In the last year, its returns were 5.31%. It has continually hit its benchmark in the Debt segment.

Why to invest: It is one of the most remarkable Debt mutual funds in India. This fund has constantly outperformed other similar funds, providing 5.31% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹10,000. Minimum SIP investment amount required for this scheme is ₹500.

Min Investment Amt₹10,000
AUM3,420Cr
1Y Returns5.3%

UTI Nifty Next 50 Index Fund Direct Growth

Fund Performance: This fund has given 10.91% annualized returns in the last three years. In the last year, its returns were 49.9%. It has continually hit its benchmark in the Other segment.

Why to invest: It is one of the most remarkable Other mutual funds in India. This fund has constantly outperformed other similar funds, providing 49.9% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹500.

Min Investment Amt₹5,000
AUM1,097Cr
1Y Returns49.9%

UTI Banking & PSU Debt Fund Direct Growth

Fund Performance: This fund has given 4.27% annualized returns in the last three years. In the last year, its returns were 3.61%. It has continually hit its benchmark in the Debt segment.

Why to invest: It is one of the most remarkable Debt mutual funds in India. This fund has constantly outperformed other similar funds, providing 3.61% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹500.

Min Investment Amt₹5,000
AUM257Cr
1Y Returns3.6%

UTI Hybrid Equity Fund Direct Fund Growth

Fund Performance: This fund has given 12.33% annualized returns in the last three years. In the last year, its returns were 50.15%. It has continually hit its benchmark in the Hybrid segment.

Why to invest: It is one of the most remarkable Hybrid mutual funds in India. This fund has constantly outperformed other similar funds, providing 50.15% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹1,000. Minimum SIP investment amount required for this scheme is ₹500.

Min Investment Amt₹1,000
AUM4,046Cr
1Y Returns50.1%

UTI Mid Cap Fund Direct Growth

Fund Performance: This fund has given 19.37% annualized returns in the last three years. In the last year, its returns were 81.4%. It has continually hit its benchmark in the Equity segment.

Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 81.4% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹500.

Min Investment Amt₹5,000
AUM5,895Cr
1Y Returns81.4%

UTI Mastershare Direct Growth

Fund Performance: This fund has given 14.96% annualized returns in the last three years. In the last year, its returns were 54.76%. It has continually hit its benchmark in the Equity segment.

Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 54.76% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹100. Minimum SIP investment amount required for this scheme is ₹100.

Min Investment Amt₹100
AUM8,427Cr
1Y Returns54.8%

UTI Long Term Equity Fund Direct Growth

Fund Performance: This fund has given 16.96% annualized returns in the last three years. In the last year, its returns were 63.01%. It has continually hit its benchmark in the Equity segment.

Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 63.01% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹500. Minimum SIP investment amount required for this scheme is ₹500.

Min Investment Amt₹500
AUM1,974Cr
1Y Returns63.0%

UTI MNC Fund Direct Growth

Fund Performance: This fund has given 9.4% annualized returns in the last three years. In the last year, its returns were 36.06%. It has continually hit its benchmark in the Equity segment.

Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 36.06% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹500.

Min Investment Amt₹5,000
AUM2,469Cr
1Y Returns36.1%

UTI Credit Risk Fund Direct Growth

Fund Performance: This fund has given -9.42% annualized returns in the last three years. In the last year, its returns were 6.66%. It has continually hit its benchmark in the Debt segment.

Why to invest: It is one of the most remarkable Debt mutual funds in India. This fund has constantly outperformed other similar funds, providing 6.66% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹500.

Min Investment Amt₹5,000
AUM354Cr
1Y Returns6.7%

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