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 The Unit Trust of India Act 1963 was repealed, paving way for the bifurcation of UTI into – Specified Undertaking of Unit Trust of India; and UTI Mutual Fund.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 PlanDebtLow6.5%3star30,477
UTI Nifty Index FundOthersModerately High12.3%3star1,827
UTI Transportation and Logistics FundEquityHigh-2.3%5star1,360
UTI Money Market FundDebtLow7.9%4star7,515
UTI Treasury Advantage FundDebtModerately Low-4.2%2star2,267
UTI Equity FundEquityModerately High15.3%3star10,217
UTI Short Term Income FundDebtModerate-3.3%1star2,049
UTI Nifty Next 50 Index FundOthersModerately High5.9%3star576
UTI Banking & Financial Services FundEquityModerate-0.9%1star146
UTI Hybrid Equity FundHybridModerately High5.3%2star4,592
UTI Mid Cap FundEquityModerately High8.3%2star3,715
UTI Mastershare Unit SchemeEquityModerately High12.9%3star6,477
UTI Long Term Equity Fund (Tax Saving)EquityModerately High14.1%2star1,309
UTI MNC FundEquityHigh2.8%4star2,195
UTI Credit Risk FundDebtModerate-13.8%3star1,447
View All Top 10 Uti Mutual Funds

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: This fund has given 6.94% annualized returns in the last three years. In the last year, its returns were 6.55%. 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 6.55% 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
AUM30,477Cr
1Y Returns6.5%

UTI Nifty Index Fund Direct Growth

Fund Performance: This fund has given 14.58% annualized returns in the last three years. In the last year, its returns were 12.31%. It has continually hit its benchmark in the Others segment.

Why to invest: It is one of the most remarkable Others mutual funds in India. This fund has constantly outperformed other similar funds, providing 12.31% 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
AUM1,827Cr
1Y Returns12.3%

UTI Transportation and Logistics Fund Direct Growth

Fund Performance: This fund has given 0.95% annualized returns in the last three years. In the last year, its returns were -2.25%. 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 -2.25% 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
AUM1,360Cr
1Y Returns-2.3%

UTI Money Market Fund Direct Growth

Fund Performance: This fund has given 7.58% annualized returns in the last three years. In the last year, its returns were 7.93%. 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 7.93% 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
AUM7,515Cr
1Y Returns7.9%

UTI Treasury Advantage Fund Direct Growth

Fund Performance: This fund has given 3.32% annualized returns in the last three years. In the last year, its returns were -4.15%. 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 -4.15% 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 ₹2,500.

Min Investment Amt₹10,000
AUM2,267Cr
1Y Returns-4.2%

UTI Equity Fund Direct Growth

Fund Performance: This fund has given 14.86% annualized returns in the last three years. In the last year, its returns were 15.34%. 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 15.34% 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
AUM10,217Cr
1Y Returns15.3%

UTI Short term Income Direct Growth

Fund Performance: This fund has given 3.04% annualized returns in the last three years. In the last year, its returns were -3.34%. 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 -3.34% 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
AUM2,049Cr
1Y Returns-3.3%

UTI Nifty Next 50 Index Fund Direct Growth

Fund Performance: This fund has given NA annualized returns in the last three years. In the last year, its returns were 5.89%. It has continually hit its benchmark in the Others segment.

Why to invest: It is one of the most remarkable Others mutual funds in India. This fund has constantly outperformed other similar funds, providing 5.89% 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
AUM576Cr
1Y Returns5.9%

UTI Banking & PSU Debt Fund Direct Growth

Fund Performance: This fund has given 4.01% annualized returns in the last three years. In the last year, its returns were -0.9%. 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 -0.9% 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
AUM146Cr
1Y Returns-0.9%

UTI Hybrid Equity Fund Direct Fund Growth

Fund Performance: This fund has given 7.39% annualized returns in the last three years. In the last year, its returns were 5.25%. 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 5.25% 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
AUM4,592Cr
1Y Returns5.3%

UTI Mid Cap Fund Direct Growth

Fund Performance: This fund has given 7.64% annualized returns in the last three years. In the last year, its returns were 8.27%. 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 8.27% 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
AUM3,715Cr
1Y Returns8.3%

UTI Mastershare Direct Growth

Fund Performance: This fund has given 13.13% annualized returns in the last three years. In the last year, its returns were 12.87%. 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 12.87% 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 ₹500.

Min Investment Amt₹100
AUM6,477Cr
1Y Returns12.9%

UTI Long Term Equity Fund Direct Growth

Fund Performance: This fund has given 11.99% annualized returns in the last three years. In the last year, its returns were 14.08%. 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 14.08% 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
AUM1,309Cr
1Y Returns14.1%

UTI MNC Fund Direct Growth

Fund Performance: This fund has given 10.99% annualized returns in the last three years. In the last year, its returns were 2.82%. 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 2.82% 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
AUM2,195Cr
1Y Returns2.8%

UTI Credit Risk Fund Direct Growth

Fund Performance: This fund has given -0.36% annualized returns in the last three years. In the last year, its returns were -13.8%. 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 -13.8% 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
AUM1,447Cr
1Y Returns-13.8%

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