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UTI Balanced Hybrid Fund Direct Growth
NAV: 14 Aug '26
₹10.00
Min. for SIP
₹500
Fund size (AUM)
--
Expense ratio
--
Rating
--
Minimum investments
Min. for 1st investment
₹1,000
Min. for 2nd investment
₹1,000
Min. for SIP
₹500
Returns and rankings
Annualised returns
Absolute returns
| Name | 1M | 3M | 6M | All |
|---|---|---|---|---|
| Fund returns | -- | -- | -- | -- |
| Category average (null null) | -- | -- | -- | -- |
| Rank (null null) | -- | -- | -- | -- |
Exit load, stamp duty and tax
Exit load
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
--
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
 | +8.17% | +18.70% | 12,870.79 | |
 | +12.54% | +17.56% | 78,956.77 | |
| +10.03% | +15.70% | 14,466.52 | |
 | +2.47% | +13.25% | 41,679.00 | |
| -1.40% | +12.20% | 1,753.91 | |
| Compare | ||||
Fund management
AMAnurag MittalAug 2026 - PresentView details
AM
Anurag Mittal
Aug 2026 - Present
View details
ATAjay TyagiAug 2026 - PresentView details
AT
Ajay Tyagi
Aug 2026 - Present
View details
KGKamal GadaAug 2026 - PresentView details
KG
Kamal Gada
Aug 2026 - Present
View details
About UTI Balanced Hybrid Fund Direct Growth
UTI Balanced Hybrid Fund Direct Growth is a -- Mutual Fund Scheme launched by UTI Mutual Fund. This scheme was made available to investors on 14 Nov 2002. Anurag Mittal is the Current Fund Manager of UTI Balanced Hybrid Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹4,04,286 Cr and the Latest NAV as of 14 Aug 2026 is ₹10.00.
The UTI Balanced Hybrid Fund Direct Growth is rated -- risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹1,000. Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.
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Investment Objective
The Scheme seeks to provide long term capital appreciation and generate income by investing in a balanced portfolio of equity & equity related instruments and debt & money market instruments
Fund benchmarkNIFTY 50 Hybrid Composite Debt 50:50 Index
Fund house
Rank (total assets)#8 in India
Total AUM₹4,04,286.15 Cr
Date of Incorporation14 Nov 2002
Launch Date14 Nov 2002
AddressUTI Tower, Plot C-1, GN Block,Banrda Kurla Complex, Bandra (East) Mumbai 400051
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,