Compare UTI Balanced Hybrid Fund vs 360 ONE Balanced Hybrid Fund
UTI Balanced Hybrid Fund
HybridBalanced Hybrid
360 ONE Balanced Hybrid Fund
HybridBalanced Hybrid
Risk
High
High
Rating
-
-
Min SIP Amount
₹500
₹1000
Expense Ratio
2.01
2.19
NAV
₹10.12
₹13.79
Fund Started
14 Aug 2026
04 Sep 2023
Fund Size
₹160.21 Cr
₹666.81 Cr
Exit Load
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.
1 Year
-
2.26%
3 Year
-
9.67%
5 Year
-
-
Equity
38.94%
47.53%
Cash
45.71%
2.59%
Top 10 Holdings
Name | Assets |
|---|---|
Kotak Mahindra Bank Ltd. | 2.94% |
HDFC Bank Ltd. | 2.77% |
ICICI Bank Ltd. | 2.69% |
Schaeffler India Ltd. | 2.51% |
Interglobe Aviation Ltd. | 2.47% |
Eternal Ltd. | 2.39% |
Hyundai Motor India Ltd. | 1.83% |
Sun Pharmaceutical Industries Ltd. | 1.60% |
SRF Ltd. | 1.52% |
LG Electronics India Ltd. | 1.52% |
Name | Assets |
|---|---|
HDFC Bank Ltd. | 2.41% |
ICICI Bank Ltd. | 2.38% |
Redington Ltd. | 1.75% |
Cholamandalam Investment and Finance Company Ltd. | 1.74% |
Eternal Ltd. | 1.66% |
Indus Towers Ltd. | 1.59% |
Bharti Airtel Ltd. | 1.48% |
Tata Motors Ltd. | 1.45% |
The Indian Hotels Company Ltd. | 1.35% |
Bajaj Finance Ltd. | 1.33% |
Name
-
-
Start Date
-
-
Description
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
The scheme seeks to generate long term capital appreciation/income by investing in equity and debt instruments.
Launch Date
14 Aug 2026
04 Sep 2023
