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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 The Unit Trust of India Act 1963 was repealed, paving way for the bifurcation of UTI into – Specified Undertaking of Unit Trust of India; and UTI Mutual Fund.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 PlanDebtModerate4.0%3star23,487
UTI Nifty Index FundEquityVery High22.3%4star3,097
UTI Transportation and Logistics FundEquityVery High33.5%5star1,392
UTI Money Market FundDebtLow to Moderate5.7%3star6,653
UTI Treasury Advantage FundDebtLow to Moderate6.4%2star3,362
UTI Equity FundEquityVery High30.2%5star14,606
UTI Short Term Income FundDebtLow to Moderate8.4%2star3,514
UTI Nifty Next 50 Index FundEquityVery High20.8%3star781
UTI Banking & Financial Services FundDEBTModerate6.5%1star294
UTI Hybrid Equity FundHybridVery High23.5%2star3,706
UTI Mid Cap FundEquityVery High33.9%3star4,665
UTI Mastershare Unit SchemeEquityVery High22.6%3star7,137
UTI Long Term Equity Fund (Tax Saving)EquityVery High24.1%4star1,641
UTI MNC FundEquityVery High10.6%4star2,221
UTI Credit Risk FundDebtModerately High-9.8%1star316
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 5.97% annualized returns in the last three years. In the last year, its returns were 3.97%. 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 3.97% 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
AUM23,487Cr
1Y Returns4.0%

UTI Nifty Index Fund Direct Growth

Fund Performance: This fund has given 13% annualized returns in the last three years. In the last year, its returns were 22.33%. 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 22.33% 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
AUM3,097Cr
1Y Returns22.3%

UTI Transportation and Logistics Fund Direct Growth

Fund Performance: This fund has given 0.71% annualized returns in the last three years. In the last year, its returns were 33.54%. 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 33.54% 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
AUM1,392Cr
1Y Returns33.5%

UTI Money Market Fund Direct Growth

Fund Performance: This fund has given 7.2% annualized returns in the last three years. In the last year, its returns were 5.69%. 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 5.69% 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
AUM6,653Cr
1Y Returns5.7%

UTI Treasury Advantage Fund Direct Growth

Fund Performance: This fund has given 3.22% annualized returns in the last three years. In the last year, its returns were 6.38%. 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 6.38% 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
AUM3,362Cr
1Y Returns6.4%

UTI Flexi Cap Fund Direct Growth

Fund Performance: This fund has given 18.36% annualized returns in the last three years. In the last year, its returns were 30.22%. 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 30.22% 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
AUM14,606Cr
1Y Returns30.2%

UTI Short term Income Direct Growth

Fund Performance: This fund has given 4.17% annualized returns in the last three years. In the last year, its returns were 8.38%. 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 8.38% 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
AUM3,514Cr
1Y Returns8.4%

UTI Nifty Next 50 Index Fund Direct Growth

Fund Performance: In the last year, its returns were 20.78%. 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 20.78% 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
AUM781Cr
1Y Returns20.8%

UTI Banking & PSU Debt Fund Direct Growth

Fund Performance: This fund has given 4.54% annualized returns in the last three years. In the last year, its returns were 6.52%. 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 6.52% 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
AUM294Cr
1Y Returns6.5%

UTI Hybrid Equity Fund Direct Fund Growth

Fund Performance: This fund has given 7.42% annualized returns in the last three years. In the last year, its returns were 23.53%. 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 23.53% 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
AUM3,706Cr
1Y Returns23.5%

UTI Mid Cap Fund Direct Growth

Fund Performance: This fund has given 9.58% annualized returns in the last three years. In the last year, its returns were 33.92%. 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 33.92% 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
AUM4,665Cr
1Y Returns33.9%

UTI Mastershare Direct Growth

Fund Performance: This fund has given 12.8% annualized returns in the last three years. In the last year, its returns were 22.62%. 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 22.62% 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
AUM7,137Cr
1Y Returns22.6%

UTI Long Term Equity Fund Direct Growth

Fund Performance: This fund has given 11.95% annualized returns in the last three years. In the last year, its returns were 24.05%. 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 24.05% 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
AUM1,641Cr
1Y Returns24.1%

UTI MNC Fund Direct Growth

Fund Performance: This fund has given 6.12% annualized returns in the last three years. In the last year, its returns were 10.57%. 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 10.57% 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
AUM2,221Cr
1Y Returns10.6%

UTI Credit Risk Fund Direct Growth

Fund Performance: This fund has given -9.44% annualized returns in the last three years. In the last year, its returns were -9.82%. 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 -9.82% 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
AUM316Cr
1Y Returns-9.8%

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