Balanced HybridHighNot Rated₹0 Cr.
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UTI Balanced Hybrid Fund-Reg(G) is an open-ended balanced hybrid fund designed for investors seeking a balanced mix of equity growth potential and debt stability within a single portfolio. Balanced hybrid funds typically invest across both equity and debt, aiming to provide moderate growth with relatively controlled volatility compared to pure equity funds. As per SEBI’s mandate, the fund needs to invest between 40% to 60% of its total assets in equity and equity related instruments and 40% to 60% of its total assets in debt. No arbitrage would be permitted in this scheme.
As of , UTI Balanced Hybrid Fund-Reg(G) manages ₹ crore in assets. The fund currently holds 0 stocks, and the top 10 holdings contribute 0.00% of the portfolio, an important “quick check” for how concentrated (or diversified) the fund is.
The investment objective of UTI Balanced Hybrid Fund-Reg(G) is to generate long-term capital appreciation and income by investing in a balanced portfolio of equity, equity-related instruments, debt, and money market securities. The scheme aims to combine equity participation with debt allocation so that investors get a relatively smoother investment experience across market cycles. Investors can typically invest and redeem on business days (subject to scheme cut-off timings and applicable exit load).
The current NAV of the scheme is ₹10.00 as on 11 Sep 2026, and the risk level is High.
UTI Balanced Hybrid Fund-Reg(G) was launched on 2 Sep 2026 and is benchmarked against [NIFTY 50 Hybrid Composite Debt 50:50 Index]. The scheme is managed by Ajay Tyagi who has been managing the fund since 14 Aug 2026 and the fund is also managed by Kamal Gada, Anurag Mittal. The exit load of the fund is NIL upto 10% of units and 1% for remaining units on or before 12M, NIL after 12M
UTI Balanced Hybrid Fund-Reg(G) primarily invests across equity, debt instruments, money market securities, and cash equivalents to balance growth and stability. As of , the portfolio is allocated to .
A quick way to read this: equity allocation helps the fund participate in long-term market growth, while debt allocation helps reduce volatility and provide portfolio stability. A balanced hybrid fund is not as aggressive as a pure equity fund and not as conservative as a debt-oriented fund — it sits somewhere in the middles.
As of , in terms of the entire equity allocation, the exposure to Large Cap is , Mid Cap is and Small Cap is .
A quick way to read this: higher large-cap exposure generally indicates a more stable and liquid equity portfolio, while mid-cap and small-cap exposure can add return potential but may also increase volatility.
The top 5 holdings of the fund are
In balanced hybrid funds, top holdings are usually a combination of equity stocks, government securities, corporate bonds, money market instruments, and cash equivalents.
The top sector exposures are No sector allocation data available
Sector allocation mainly reflects the equity portion of the portfolio and can influence short-term performance depending on which sectors are leading or lagging in the market.
UTI Balanced Hybrid Fund-Reg(G)’s recent CAGR returns are % (1 year), % (3 years) and % (5 years). These returns are as of 15 Sep 2026
Against the full Balanced Hybrid Funds, the scheme is ranked over 1 year, over 3 years, over 5 years period.
Note: These are historical returns and they may not repeat in the future.
Always check exit load before investing in any fund.
As of , the fund’s Beta is .
The fund’s Standard Deviation was % .
Similarly, Alpha was .
Also, Sharpe ratio was .
As of 11 Sep 2026 , the fund’s YTM is % . A rising YTM often means the portfolio is earning at higher prevailing short-term rates, while a falling YTM can indicate either softer rates or a more conservative portfolio tilt. YTM (Yield to Maturity) is also one of the best forward-looking indicators for what returns may look like going ahead (not a guarantee, but a useful expectation gauge).
The fund’s Modified Duration was years. Modified duration is basically a sensitivity meter: in general, lower duration = lower interest-rate sensitivity.
It may suit investors who want to:
It offers a few practical benefits: balanced exposure between equity and debt, comparatively smoother return experience, automatic asset allocation within the scheme, lower volatility than pure equity funds, and better growth potential than purely debt-oriented funds.
These funds are balanced but not risk-free. Key things to watch are equity allocation, debt portfolio quality, interest-rate sensitivity, market-cap exposure, sector concentration, and consistency of performance across different market cycles. Returns may be lower than pure equity funds during strong bull markets because part of the portfolio is allocated to debt. At the same time, returns may be more volatile than pure debt funds because of equity exposure.
For Balanced hybrid funds, taxation depends heavily on when you bought your units. Units acquired on or after 1 April 2023 are generally taxed as short-term capital gains at your slab rate and there are no long-term capital gain and loss benefits.
For units acquired before 1 April 2023, taxation follows the older capital-gains framework based on holding period and the date of sale.
Tax rules are subject to change as per regulations.
UTI Balanced Hybrid Fund-Reg(G) is positioned as a balanced investment option that combines equity growth potential with debt stability.
A simple way to track whether it is doing its job is to follow three indicators: equity-debt allocation, consistency of returns, and downside protection during volatile market periods.
The strength of balanced hybrid funds lies in offering a middle path — more growth potential than debt funds, but generally lower volatility than pure equity funds.
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To invest a lumpsum amount in UTI Balanced Hybrid Fund-Reg(G) with Ventura: Access the Mutual funds section by logging in to Ventura through your browser/mobile app Select UTI Balanced Hybrid Fund-Reg(G) from the list, the amount to be invested & make the payment.
To start a SIP (Systematic Investment Plan) in UTI Balanced Hybrid Fund-Reg(G) with Ventura: Access the Mutual funds section by logging in to Ventura through your browser/mobile app Select UTI Balanced Hybrid Fund-Reg(G) from the list, the amount to be invested & date of deduction. Pay the first instalment towards your SIP. Set the autopay mandate to enable regular investment of future SIP instalments, directly from your bank account. And you're done. Note: Remember to keep your bank account funded with the amount for regular SIPs for your mutual fund investment in UTI Balanced Hybrid Fund-Reg(G).
It will take up to one trading day for the invested UTI Balanced Hybrid Fund-Reg(G) units to reflect in your portfolio. For example, If you have made the investment in UTI Balanced Hybrid Fund-Reg(G) on Monday before the cut-off time, the units will be allotted to you by Tuesday or the next working day if it is followed by a holiday. The NAV (Net Asset Value) for the units allotted will be as of the day you place your trades.
Yes, mutual funds can be bought or redeemed after market hours through the Ventura web platform or mobile application. However, the execution of these orders depends on the mutual fund's cutoff time for processing transactions.
