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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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List of Uti Mutual Funds in India

Fund NameCategoryRisk1Y ReturnsRatingFund Size(in Cr)
UTI Liquid Cash FundDebtModerate5.2%4₹23,212
UTI Nifty 50 Index FundOtherVery High4.0%3₹9,337
UTI Transportation and Logistics FundEquityVery High11.4%--₹1,931
UTI Money Market FundDebtModerate5.2%4₹7,440
UTI Treasury Advantage FundDebtLow to Moderate4.8%5₹3,009
UTI Flexi Cap FundEquityVery High-8.7%4₹24,929
UTI Short-term Income FundDebtLow to Moderate4.7%5₹2,246
UTI Nifty Next 50 Index FundOtherVery High-2.0%3₹2,088
UTI Retirement Benefit Pension FundSolution OrientedHigh5.3%--₹3,727
UTI Banking & PSU Debt FundDebtModerate10.9%--₹527
View All

Let's have a closer look

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 4.22% annualized returns in the past three years and 5.34% 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₹23,212Cr
1Y Returns5.2%

UTI Nifty 50 Index Fund Direct Growth

Fund Performance: The UTI Nifty 50 Index Fund has given 14.21% annualized returns in the past three years and 10.78% in the last 5 years. The UTI Nifty 50 Index Fund belongs to the Other category of UTI Mutual Funds.

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

Min Investment Amt₹5,000
AUM₹9,337Cr
1Y Returns4.0%

UTI Transportation and Logistics Fund Direct Growth

Fund Performance: The UTI Transportation and Logistics Fund has given 17.52% annualized returns in the past three years and 4.69% 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₹1,931Cr
1Y Returns11.4%

UTI Money Market Fund Direct Growth

Fund Performance: The UTI Money Market Fund has given 5% annualized returns in the past three years and 6.18% 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₹7,440Cr
1Y Returns5.2%

UTI Treasury Advantage Fund Direct Growth

Fund Performance: The UTI Treasury Advantage Fund has given 6.99% annualized returns in the past three years and 4.78% 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 ₹500.

Min Investment Amt₹10,000
AUM₹3,009Cr
1Y Returns4.8%

UTI Flexi Cap Fund Direct Growth

Fund Performance: The UTI Flexi Cap Fund has given 13.25% annualized returns in the past three years and 11.3% 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₹24,929Cr
1Y Returns-8.7%

UTI Short term Income Direct Growth

Fund Performance: The UTI Short-term Income Fund has given 7.99% annualized returns in the past three years and 5.4% 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₹2,246Cr
1Y Returns4.7%

UTI Nifty Next 50 Index Fund Direct Growth

Fund Performance: 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₹2,088Cr
1Y Returns-2.0%

UTI Retirement Benefit Pension Fund Direct

Fund Performance: The UTI Retirement Benefit Pension Fund has given 12.14% annualized returns in the past three years and 6.76% 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₹3,727Cr
1Y Returns5.3%

UTI Banking & PSU Debt Fund Direct Growth

Fund Performance: The UTI Banking & PSU Debt Fund has given 7.4% annualized returns in the past three years and 5.62% 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₹527Cr
1Y Returns10.9%

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