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UTI Balanced Hybrid Fund
HybridBalanced Hybrid
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Risk
High
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Rating
-
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Min SIP Amount
₹500
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Expense Ratio
2.01
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NAV
₹10.18
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Fund Started
14 Aug 2026
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Fund Size
₹160.21 Cr
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Exit Load
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.
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1 Year
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3 Year
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5 Year
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Equity
38.94%
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Cash
45.71%
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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% |
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Name
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Start Date
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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
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Launch Date
14 Aug 2026
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