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UTI Balanced Hybrid Fund(G)-Direct Plan

UTI Balanced Hybrid Fund(G)-Direct Plan

EquityDirect GrowthHigh Risk

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NAV : 16 Sep 2026

₹9.99

Min. SIP amount

₹500

Fund size (AUM)

--

Expense ratio

0.0%

Launched on

02 Sep 2026

Lock-in period

N/A

Benchmark

Nifty 50

Fund Plan

Direct

SIP Calculator + Returns

Monthly investment

8,000

3M6M1Y3Y
Total investment
0
Would've become
0

Returns vs rankings

Absolute returns
Name1Y3Y5Y
Fund returns------
Rank (Balanced)

Exit load, stamp duty and tax

Exit load

NIL upto 10% of units and 1% for remaining units on or before 12M, NIL after 12M

No exit load after holding period

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.

Fund management

AT

Ajay Tyagi

Present

KG

Kamal Gada

Present

AM

Anurag Mittal

Present

Similar/Peer Fund Comparison

Fund name
S

SBI Balanced Hybrid Fund(G)-Direct Plan

+0.00%
U

UTI Balanced Hybrid Fund(G)-Direct Plan

+0.00%
W

WOC Aggressive Hybrid Fund(G)-Direct Plan

+0.00%

FAQs

UTI Balanced Hybrid Fund(G)-Direct Plan is a part of UTI Asset Management Company Private Limited, it was incepted on 02 Sep 2026. This fund is managed by Ajay Tyagi, Kamal Gada and Anurag Mittal. It is a Equity type of fund.

The current NAV of UTI Balanced Hybrid Fund(G)-Direct Plan is ₹9.99 (as of 16 Sep 2026).

UTI Balanced Hybrid Fund(G)-Direct Plan has delivered 0.00% in 1 year, 0.00% in 3 years, and 0.00% in 5 years (annualised).

The minimum SIP amount for UTI Balanced Hybrid Fund(G)-Direct Plan is ₹500.

The expense ratio of UTI Balanced Hybrid Fund(G)-Direct Plan is 0.0%.

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