UTI Balanced Hybrid Fund Growth Return

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This Fund:
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Showing Funds Performance since Sep 07, 2020

UTI Balanced Hybrid Fund Growth Fund Overview

Min. investment

SIP ₹ & Lump. ₹1000

AUM (Fund size)

₹0 Cr

Lock In Period

N/A

Expense Ratio

N/A

Exit Load

Redemption / switch out of 10% of Units allotted on or before completion of 12 months from the date of allotment Nil exit load.Redemption/ switch out in excess of the 10% of Units allotted on or before completion of 12 months from the date of allotment 1.00% exit load.If redeemed / switched out after 12 months from the date of allotment Nil exit load.

Benchmark

Nifty50 Hybrid Composite Debt 50:50 Index

UTI Balanced Hybrid Fund Growth Calculate Returns

You would have got

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.00-0.44126.76
6M0.002.30126.76
1Y0.004.82126.76
3Y0.0013.82126.76

Portfolio Analysis

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About Fund UTI Balanced Hybrid Fund Growth

UTI Balanced Hybrid Fund Growth managed by UTI Mutual Fund,is a Equity - Hybridscheme with Assets Under Management of ₹0 Crore. The fund benchmarks its performance against the Nifty50 Hybrid Composite Debt 50:50 Index while maintaining an expense ratio of . Under the expert guidance of Ajay Tyagi ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Ajay Tyagi

Mr. Ajay Tyagi has done CFA Charterholder from The CFA Institute, USA and Masters in Finance from Delhi University. He has been working in equity research in UTI since 2000. He has also worked as Assistant Fund Manager in the Offshore Funds division.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
IDFC Arbitrage Fund Plan B Growth03,418 CR1
Nippon India Equity Savings Fund - Segregated Portfolio 2 Growth0775 CR1.98
Fund Name1Y3Y
This FundIDFC Arbitrage Fund Plan B Growth
This FundNippon India Equity Savings Fund - Segregated Portfolio 2 Growth

UTI Balanced Hybrid Fund Growth FAQs

UTI Balanced Hybrid Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of UTI Balanced Hybrid Fund Growth is . This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

UTI Balanced Hybrid Fund Growth’s fund performance is as follows:
  • 1 Month : %
  • 6 Months : %
  • 1 Year : %
  • 3 Years : %
Returns of UTI Balanced Hybrid Fund Growth are updated daily based on NAV of ₹ as on undefined NaN,NaN. Since inception, the return has been 0.00%.

You can invest in UTI Balanced Hybrid Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of UTI Balanced Hybrid Fund Growth is ₹0 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in UTI Balanced Hybrid Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.