UTI MF introduces Balanced Hybrid Fund
UTI Mutual Fund has launched UTI Balanced Hybrid Fund, an open-ended balanced scheme investing only in equity and debt instruments. The NFO opens for subscription on August 14, 2026 and closes on August 28, 2026. The Entry Load is not applicable the scheme. The Exit Load (As % of NAV): i. Redemption / switch-out of 10% of Units allotted on or before completion of 12 months from the date of allotment- Nil, ii. 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% and iii. If redeemed / switched out after 12 months from the date of allotment – Nil. The minimum subscription amount is Rs 1,000/- and in multiples of Re.1/- thereafter.
The performance of the Scheme will be benchmarked with NIFTY 50 Hybrid Composite Debt 50:50 Index and its fund managers are Ajay Tyagi (Equity Portion), Kamal Gada (Equity Portion) and Anurag Mittal (Debt Portion).
The investment objective of the Scheme is 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.
