UTI Balanced Hybrid Fund Direct-Growth
Hybrid: Balanced Hybrid - Growth (Open ended)
SEBI Riskometer: Moderately HighCategory: Hybrid: Balanced HybridBenchmark: NIFTY 50 Hybrid Composite Debt 50:50 IndexCheck Portfolio Overlap →
NAV: ₹9.78-0.41%
22 Oct 2026
Similar Funds
Side-by-side comparison of UTI Balanced Hybrid Fund Direct-Growth with similar funds — trailing returns, risk metrics, AUM and expense ratio.
| Period | This Fund | Category Avg | Category Rank |
|---|---|---|---|
| 1Y Return | — | -2.02% | — |
| 3Y Return | — | 8.53% | — |
| 5Y Return | — | 7.52% | — |
| 10Y Return | — | 9.20% | — |
Trailing annualised returns (%). Category rank: lower is better. Green = top third of category.
Funds in Hybrid: Balanced Hybrid
Top funds by AUM in the Hybrid: Balanced Hybrid category — see how UTI Balanced Hybrid Fund Direct-Growth compares on size and returns.
Funds Tracking NIFTY 50 Hybrid Composite Debt 50:50 Index
Top funds tracking the NIFTY 50 Hybrid Composite Debt 50:50 Index — sorted by AUM to show the largest options available.
Frequently Asked Questions
Which funds are similar to UTI Balanced Hybrid Fund Direct-Growth?
Funds similar to UTI Balanced Hybrid Fund Direct-Growth in the Hybrid: Balanced Hybrid category include UTI Retirement Fund Direct, UTI Childrens Hybrid Fund-Direct Plan, and SBI Balanced Hybrid Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.
What is the rank of UTI Balanced Hybrid Fund Direct-Growth in its category?
The category rank of UTI Balanced Hybrid Fund Direct-Growth is shown in the Trailing Returns section above.
How does UTI Balanced Hybrid Fund Direct-Growth's expense ratio compare to similar funds?
UTI Balanced Hybrid Fund Direct-Growth has an expense ratio of 1.93%. The peers UTI Retirement Fund Direct has an expense ratio of 1.16% and UTI Childrens Hybrid Fund-Direct Plan has 1.51%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.
How does UTI Balanced Hybrid Fund Direct-Growth's AUM compare to similar funds?
UTI Balanced Hybrid Fund Direct-Growth has an AUM of ₹160.21 crore. The peers UTI Retirement Fund Direct has an AUM of ₹4,578.02 crore and UTI Childrens Hybrid Fund-Direct Plan has ₹4,258.23 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.
Which fund has the best 3-year returns in the Hybrid: Balanced Hybrid?
The top performing fund in the Hybrid: Balanced Hybrid category on a 3-year basis is 360 ONE Balanced Hybrid Fund Direct-Growth with a CAGR of 9.86% as of 21 Oct 2026. UTI Balanced Hybrid Fund Direct-Growth has delivered - CAGR over the same period. You can view and compare the full category ranking on sharpely.
How does UTI Balanced Hybrid Fund Direct-Growth rank in risk-adjusted returns vs peers?
The Sharpe ratio of UTI Balanced Hybrid Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section on the Performance tab.