UTI Balanced Hybrid Fund Direct Growth

UTI Balanced Hybrid Fund Direct Growth
High Risk
Launch date14 Aug 2026
Allotment date02 Sep 2026
End date28 Aug 2026
NAV₹10.00
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting  your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Exit load
14 Aug 2026
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.
Expense ratio, exit load and taxExpense ratio: --Inclusive of GST
Exit loadExit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.
Stamp duty0.005% (from July 1st, 2020)
Tax implication--
Understand terms
Check past data
Minimum investment amountsMin. for 1st investment₹1,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500
Fund managementAnurag Mittal
Aug 2026 - Present
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Education
Mr. Mittal is B.Com. (Hons), CA and M.Sc. in Accounting and Finance (specialization in Finance) from London School of Economics & Political Science.
Experience
Prior to joining UTI Mutual Fund, he worked with IDFC AMC, HDFC AMC ( Sept. 2012 - Oct. 2015), Axis AMC (July 2009 - Sept. 2012), ICICI Prudential Life Insurance Company Ltd. as Credit Research Analyst (2008-2009) and with Bank of America in Corporate Banking (2006-2008).
Also manages these schemes
UTI Balanced Advantage Fund Direct Growth
UTI Ultra Short Duration Fund Direct Growth
UTI Money Market Fund Direct Growth
UTI Low Duration Fund Direct Growth
UTI Banking & PSU Fund Direct Growth
UTI Corporate Bond Fund Direct Growth
UTI Income Plus Arbitrage Active FoF Direct Growth
UTI Short Duration Direct Growth
UTI Unit Linked Insurance Plan Direct
UTI Equity Savings Fund Direct Growth
UTI Children's Hybrid Fund Direct Plan
UTI Credit Risk Fund Direct Growth
UTI Retirement Fund Direct
UTI Medium Duration Fund Direct Growth
Ajay Tyagi
Aug 2026 - Present
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Education
Mr Tyagi has done CFA Charterholder from The CFA Institute, USA and Masters in Finance from Delhi University.
Experience
He has been working in equity research in UTI since 2000. He has also worked as Assistant Fund Manager in the Offshore Funds division.
Also manages these schemes
UTI Unit Linked Insurance Plan Direct
UTI Conservative Hybrid Fund Segregated Portfolio Direct Growth
UTI Flexi Cap Fund Direct Growth
Kamal Gada
Aug 2026 - Present
View details
Education
Mr. Gada is B.com, CA, CS, & CFA
Experience
Prior to joining UTI Mutual Fund he has worked with BPCL as Senior Accounts Officer.
Also manages these schemes
UTI Unit Linked Insurance Plan Direct
UTI Healthcare Fund Direct Growth
UTI Flexi Cap Fund Direct Growth
Fund house & investment objective
UTI Mutual Fund
Rank (total assets)#8 in India
Total AUM₹4,04,286.15Cr
Date of Incorporation14 Nov 2002
    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 High 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.
  ;
Investment ObjectiveThe 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 
 
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Fund benchmarkNIFTY 50 Hybrid Composite Debt 50:50 Index
Scheme Information Document(SID)
Fund house contact details
Address
UTI Tower, Plot C-1, GN Block,Banrda Kurla Complex, Bandra (East)  Mumbai 400051
Phone
0263 2296993
Launch Date
14 Nov 2002
E-mail
--
Website
www.utimf.com
Peer ComparisonFund nameRating1Y3YFund Size(Cr)
Franklin India Mid Cap Fund Direct Growth
2
8.2%18.7%12,870.79
Nippon India Small Cap Fund Direct Growth
4
12.5%17.6%78,956.77
Franklin India Small Cap Fund Direct Growth
3
10.0%15.7%14,466.52
HDFC Small Cap Fund Direct Growth
3
2.5%13.3%41,679.00
Franklin India Technology Fund Direct Growth
--
-1.4%12.2%1,753.91

Rank (total assets)	#8 in India
Total AUM	₹4,04,286.15Cr

Date of Incorporation	14 Nov 2002

Fund benchmark	NIFTY 50 Hybrid Composite Debt 50:50 Index

Fund name	Rating	1Y	3Y	Fund Size(Cr)
Franklin India Mid Cap Fund Direct Growth	2	8.2%	18.7%	12,870.79
Nippon India Small Cap Fund Direct Growth	4	12.5%	17.6%	78,956.77
Franklin India Small Cap Fund Direct Growth	3	10.0%	15.7%	14,466.52
HDFC Small Cap Fund Direct Growth	3	2.5%	13.3%	41,679.00
Franklin India Technology Fund Direct Growth	--	-1.4%	12.2%	1,753.91