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 The Unit Trust of India Act 1963 was repealed, paving way for the bifurcation of UTI into – Specified Undertaking of Unit Trust of India; and UTI Mutual Fund.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 Name | Category | Risk | 1Y Returns | Rating | Fund Size(in Cr) | |
|---|---|---|---|---|---|---|
| UTI Liquid Cash Plan | Debt | Low to Moderate | 3.4% | 3star | ₹27,354 | |
| UTI Nifty Index Fund | Equity | Very High | 61.1% | 4star | ₹3,669 | |
| UTI Transportation and Logistics Fund | Equity | Very High | 79.5% | 5star | ₹1,370 | |
| UTI Money Market Fund | Debt | Low to Moderate | 5.0% | 3star | ₹7,546 | |
| UTI Treasury Advantage Fund | Debt | Low to Moderate | 6.0% | 2star | ₹3,685 | |
| UTI Flexi Cap Fund | Equity | Very High | 73.4% | 5star | ₹17,096 | |
| UTI Short Term Income Fund | Debt | Moderate | 8.3% | 2star | ₹3,385 | |
| UTI Nifty Next 50 Index Fund | Equity | Very High | 57.1% | 3star | ₹986 | |
| UTI Banking & Financial Services Fund | DEBT | Moderate | 6.2% | 1star | ₹266 | |
| UTI Hybrid Equity Fund | Hybrid | Very High | 57.4% | 2star | ₹3,824 | |
| UTI Mid Cap Fund | Equity | Very High | 81.5% | 3star | ₹5,205 | |
| UTI Mastershare Unit Scheme | Equity | Very High | 60.5% | 4star | ₹7,734 | |
| UTI Long Term Equity Fund (Tax Saving) | Equity | Very High | 65.5% | 4star | ₹1,805 | |
| UTI MNC Fund | Equity | Very High | 36.1% | 4star | ₹2,277 | |
| UTI Credit Risk Fund | Debt | Moderately High | -1.8% | 1star | ₹319 | |
| 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 5.66% annualized returns in the last three years. In the last year, its returns were 3.4%. 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 3.4% 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 |
|---|---|
| AUM | ₹27,354Cr |
| 1Y Returns | 3.4% |
UTI Nifty Index Fund Direct Growth
Fund Performance: This fund has given 11.81% annualized returns in the last three years. In the last year, its returns were 61.11%. 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 61.11% 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 |
|---|---|
| AUM | ₹3,669Cr |
| 1Y Returns | 61.1% |
UTI Transportation and Logistics Fund Direct Growth
Fund Performance: This fund has given -1.35% annualized returns in the last three years. In the last year, its returns were 79.46%. 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 79.46% 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 |
|---|---|
| AUM | ₹1,370Cr |
| 1Y Returns | 79.5% |
UTI Money Market Fund Direct Growth
Fund Performance: This fund has given 6.97% annualized returns in the last three years. In the last year, its returns were 5.01%. 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 5.01% 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 |
|---|---|
| AUM | ₹7,546Cr |
| 1Y Returns | 5.0% |
UTI Treasury Advantage Fund Direct Growth
Fund Performance: This fund has given 3.12% annualized returns in the last three years. In the last year, its returns were 5.96%. 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 5.96% 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 |
|---|---|
| AUM | ₹3,685Cr |
| 1Y Returns | 6.0% |
UTI Flexi Cap Fund Direct Growth
Fund Performance: This fund has given 16.33% annualized returns in the last three years. In the last year, its returns were 73.42%. 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 73.42% 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 |
|---|---|
| AUM | ₹17,096Cr |
| 1Y Returns | 73.4% |
UTI Short term Income Direct Growth
Fund Performance: This fund has given 4.32% annualized returns in the last three years. In the last year, its returns were 8.3%. 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 8.3% 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 |
|---|---|
| AUM | ₹3,385Cr |
| 1Y Returns | 8.3% |
UTI Nifty Next 50 Index Fund Direct Growth
Fund Performance: In the last year, its returns were 57.07%. 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 57.07% 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 |
|---|---|
| AUM | ₹986Cr |
| 1Y Returns | 57.1% |
UTI Banking & PSU Debt Fund Direct Growth
Fund Performance: This fund has given 4.57% annualized returns in the last three years. In the last year, its returns were 6.15%. 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 6.15% 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 |
|---|---|
| AUM | ₹266Cr |
| 1Y Returns | 6.2% |
UTI Hybrid Equity Fund Direct Fund Growth
Fund Performance: This fund has given 8.7% annualized returns in the last three years. In the last year, its returns were 57.38%. 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 57.38% 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 |
|---|---|
| AUM | ₹3,824Cr |
| 1Y Returns | 57.4% |
UTI Mid Cap Fund Direct Growth
Fund Performance: This fund has given 10.58% annualized returns in the last three years. In the last year, its returns were 81.55%. 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 81.55% 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 |
|---|---|
| AUM | ₹5,205Cr |
| 1Y Returns | 81.5% |
UTI Mastershare Direct Growth
Fund Performance: This fund has given 12.23% annualized returns in the last three years. In the last year, its returns were 60.48%. 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 60.48% 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 |
|---|---|
| AUM | ₹7,734Cr |
| 1Y Returns | 60.5% |
UTI Long Term Equity Fund Direct Growth
Fund Performance: This fund has given 12% annualized returns in the last three years. In the last year, its returns were 65.49%. 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 65.49% 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 |
|---|---|
| AUM | ₹1,805Cr |
| 1Y Returns | 65.5% |
UTI MNC Fund Direct Growth
Fund Performance: This fund has given 6.96% annualized returns in the last three years. In the last year, its returns were 36.13%. 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 36.13% 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 |
|---|---|
| AUM | ₹2,277Cr |
| 1Y Returns | 36.1% |
UTI Credit Risk Fund Direct Growth
Fund Performance: This fund has given -9.35% annualized returns in the last three years. In the last year, its returns were -1.78%. 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 -1.78% 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 |
|---|---|
| AUM | ₹319Cr |
| 1Y Returns | -1.8% |
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